SBI Contra Fund(IDCW-Payout)
Ticker: mf14088
Decent
64/100
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S
SBI Contra Fund(IDCW)
The SBI Contra Fund shows a decent investment potential with consistent growth and profitability metrics, though some risks in execution and market sentiment exist.
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N
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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I
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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I
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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I
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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N
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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S
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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S
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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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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M
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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Business Overview
SBI Contra Fund is a dynamic equity mutual fund that aims to capitalize on market inefficiencies by investing in undervalued stocks. Ideal for investors looking for long-term capital appreciation, this fund adopts a contrarian investment strategy. It is suitable for those with a moderate to high-risk appetite who seek to diversify their portfolio with quality stocks. The fund's experienced management team focuses on identifying opportunities in out-of-favor sectors, making it a compelling choice for discerning investors.
- Dynamic equity mutual fund focusing on undervalued stocks
- Ideal for long-term capital appreciation
- Contrarian investment strategy for market inefficiencies
- Managed by experienced professionals
- Suitable for moderate to high-risk investors
- Diversifies portfolio with quality stock selections
Investment Thesis
SBI Contra Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking long-term gains.
- Backed by SBI, a trusted financial institution with a solid track record.
- Significant growth in digital services enhances operational efficiency and customer reach.
- Valuation metrics indicate potential for substantial upside relative to competing funds.
- Diversified portfolio strategy mitigates risks while aiming for superior returns.
- Strong focus on long-term capital appreciation aligns with investor goals.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Experienced fund management team
- Potential for long-term growth
Risks ⚠️
- Market volatility impact
- High expense ratio
- Regulatory changes
- Limited short-term gains
Peer Perspective
SBI Contra Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Value Discovery Fund. A rerating could occur if the fund demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
SBI Contra Fund(IDCW-Payout) • Updated: 2025-10-01 07:04:58
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10BusinessHighThe fund is invested in a diversified portfolio, but the sector is facing challenges.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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10ValuationHighValuation metrics are in line with peers, but not compelling.
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8BalanceHighBalance sheet shows moderate debt levels and adequate liquidity.
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7GovernanceHighPromoter holding is stable, but some concerns over disclosures.
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8DriversHighGrowth drivers are present, but execution risks are notable.
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4TechnicalsGoodMarket sentiment is mixed with low liquidity.
Final Score & Verdict
Score 64 / 100
• Decent
The SBI Contra Fund shows potential but comes with moderate risks and inconsistent performance metrics.