SBI Contra Fund(IDCW)
Ticker: mf14089
Decent
68/100
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Nippon India Multi Cap Fund(IDCW)
The Nippon India Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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ICICI Pru Equity & Debt Fund(H-IDCW)
The fund shows a decent performance with consistent growth and profitability metrics, making it a viable option for investors.
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ICICI Pru Equity & Debt Fund(A-IDCW)
The fund shows decent potential with solid growth and profitability metrics, but there are some governance and execution risks to consider.
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ICICI Pru Equity & Debt Fund(M-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but some risks remain.
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ICICI Pru Equity & Debt Fund(A-IDCW Payout)
The fund shows a decent overall performance with good growth potential, but investors should remain cautious of execution risks.
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ICICI Pru Equity & Debt Fund(H-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk management.
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ICICI Pru Equity & Debt Fund(M-IDCW)
The fund shows decent potential with consistent growth and manageable risks, but lacks a strong competitive edge.
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Nippon India Large Cap Fund(IDCW)
The Nippon India Large Cap Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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SBI Arbitrage Opportunities Fund(IDCW-Payout)
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and profitability inconsistencies.
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SBI Arbitrage Opportunities Fund(IDCW)
The SBI Arbitrage Opportunities Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages and transparency in governance.
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T
Tata Money Market Fund(DD-IDCW)
Tata Money Market Fund shows decent stability but lacks strong growth drivers, making it a cautious investment.
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K
Kotak Liquid Fund(DD-IDCW)
The Kotak Liquid Fund shows decent stability but lacks significant growth drivers, making it a cautious investment.
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M
Mirae Asset Large & Midcap Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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Mirae Asset Large Cap Fund(IDCW)
The Mirae Asset Large Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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S
SBI Savings Fund(W-IDCW Payout)
The fund shows decent potential but lacks strong growth drivers and consistency in profitability.
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S
SBI Savings Fund(IDCW-Payout)
The SBI Savings Fund shows moderate potential but lacks strong growth drivers and profitability metrics. Caution is advised.
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Business Overview
SBI Contra Fund (IDCW) is a dynamic equity mutual fund designed for investors seeking long-term capital appreciation through a contrarian investment strategy. This fund identifies undervalued stocks with growth potential, making it ideal for those looking to capitalize on market fluctuations. By investing in this fund, you can benefit from expert management and a diversified portfolio, reducing individual stock risk. It's suitable for investors with a moderate to high-risk appetite, aiming for substantial returns over time.
- Dynamic equity mutual fund
- Focus on undervalued stocks
- Long-term capital appreciation
- Expert fund management
- Diversified investment portfolio
- Ideal for moderate to high-risk investors
Investment Thesis
SBI Contra Fund (IDCW) stands out due to its strong backing from the SBI Group, known for its credibility and stability. The fund is well-positioned to leverage the growing digital services market, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong promoter group: Backed by the reputable SBI Group.
- Digital services growth: Capitalizing on the expanding digital landscape.
- Attractive valuation: Competitive pricing compared to peer funds.
- Long-term potential: Aiming for capital appreciation through strategic investments.
- Diversified portfolio: Exposure to various sectors for risk mitigation.
Opportunity vs Risk
Opportunities
- Strong long-term performance potential
- Diversified investment portfolio
- Expert fund management
- Tax benefits under Section 80C
- Growing retail investor base
Risks ⚠️
- Market volatility impacts returns
- High expense ratio
- Limited liquidity in downturns
- Regulatory changes affecting funds
- Past performance not indicative of future
Peer Perspective
SBI Contra Fund trades at a slight premium compared to peers like HDFC and ICICI Prudential. For a rerating, sustained margin stability and consistent growth in AUM will be crucial.
📊 Stock Investment Checklist (100 Points)
SBI Contra Fund(IDCW) • Updated: 2025-10-01 15:24:35
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is stable, with minimal pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Contra Fund shows a decent investment potential with consistent growth and profitability metrics, though some risks in execution and market sentiment exist.