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SBI Dividend Yield Fund(IDCW)

Ticker: mf14653
Decent 48/100

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N
Nippon India Short Duration Fund(IDCW)
Score 48/100 Risky
The fund shows potential but is currently facing several risks that may hinder performance.
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N
Nippon India Short Duration Fund(Q-IDCW)
Score 48/100 Decent
The Nippon India Short Duration Fund shows moderate potential but faces challenges in profitability and valuation metrics.
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N
Nippon India Short Duration Fund(M-IDCW)
Score 68/100 Decent
The Nippon India Short Duration Fund shows decent potential but faces challenges in profitability and valuation. Investors should monitor its performance closely.
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Q
Quant Multi Cap Fund(IDCW)
Score 68/100 Decent
The Quant Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns and execution risks.
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A
Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund(IDCW)
Score 66/100 Decent
The fund offers a stable investment option with moderate returns, suitable for conservative investors seeking income.
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C
Canara Rob ELSS Tax Saver(IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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S
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund(IDCW)
Score 58/100 Decent
The SBI CPSE Bond Plus SDL Index Fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
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S
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund(IDCW Payout)
Score 58/100 Decent
The SBI CPSE Bond Plus SDL Index Fund offers stable returns with low risk, suitable for conservative investors seeking fixed income.
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N
Nippon India Value Fund(IDCW)
Score 68/100 Decent
The Nippon India Value Fund shows a decent investment potential with strong fundamentals and growth prospects, though some risks remain.
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I
ICICI Pru Gilt Fund(IDCW-Payout)
Score 72/100 Decent
The ICICI Pru Gilt Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.
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I
ICICI Pru Gilt Fund(IDCW)
Score 68/100 Decent
ICICI Pru Gilt Fund shows decent fundamentals but faces challenges in profitability and growth drivers.
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T
Tata Large & Mid Cap Fund(IDCW-Payout)
Score 48/100 Decent
The fund shows potential but carries risks that warrant caution for investors.
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T
Tata Large & Mid Cap Fund(IDCW)
Score 48/100 Decent
The Tata Large & Mid Cap Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.
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K
Kotak Equity Savings Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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K
Kotak Equity Savings Fund(M-IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious of execution risks and market conditions.
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I
ICICI Pru Smallcap Fund(IDCW-Payout)
Score 56/100 Decent
The fund shows potential for growth but carries inherent risks associated with smallcap investments.
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Business Overview

SBI Dividend Yield Fund (IDCW) is a mutual fund designed for investors seeking regular income through dividends while benefiting from long-term capital appreciation. Ideal for conservative investors, retirees, and those looking for a steady income stream, this fund focuses on high-dividend-paying stocks. It matters because it combines the potential for growth with income stability, making it a balanced investment choice.

  • Focuses on high-dividend-paying stocks
  • Ideal for conservative and income-seeking investors
  • Offers potential for capital appreciation
  • Regular income through dividends
  • Managed by a trusted financial institution
  • Diversifies investment risk across sectors

Opportunity vs Risk

Opportunities
  • Consistent dividend payouts
  • Strong historical performance
  • Diversified portfolio exposure
  • Potential for capital appreciation
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Credit risk from underlying assets
  • Limited growth in mature sectors
📊 Stock Investment Checklist (100 Points)
SBI Dividend Yield Fund(IDCW) • Updated: 2025-10-01 15:27:45
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model, but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed, but growth rates are moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers, indicating fair value.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The SBI Dividend Yield Fund presents a decent investment opportunity with moderate growth potential and acceptable risk factors.