SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund

Ticker: mf12550
Decent 56/100

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Business Overview

The SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund is a unique investment vehicle designed to provide stable returns through a balanced allocation between CPSE bonds and State Development Loans (SDLs). Ideal for conservative investors seeking fixed income with lower risk, this fund emphasizes capital preservation while offering potential growth. It matters for those looking to diversify their portfolio with government-backed securities, ensuring a reliable income stream.

  • Balanced exposure to CPSE bonds and SDLs
  • Ideal for conservative investors
  • Focus on capital preservation
  • Offers potential for steady income
  • Government-backed securities for added security

Opportunity vs Risk

Opportunities
  • Stable returns from government bonds
  • Diversification in fixed income portfolio
  • Low expense ratio compared to peers
  • Potential tax benefits on investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from state bonds
  • Market volatility affecting NAV
  • Limited liquidity compared to stocks
📊 Stock Investment Checklist (100 Points)
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund • Updated: 2025-09-29 15:36:18
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 8
    Growth
    High
    Moderate revenue growth expected, but profit consistency is uncertain.
  • 9
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 6
    Valuation
    Good
    Valuation metrics are average compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but disclosures could improve.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 56 / 100 • Decent
The fund shows decent potential but is hindered by several risks and moderate growth prospects.


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