SBI ELSS Tax Saver Fund(IDCW)
Ticker: mf14166
Decent
68/100
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S
SBI ELSS Tax Saver Fund(IDCW Payout)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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I
ICICI Pru India Opp Fund(IDCW-Payout)
The fund shows decent potential for growth, but investors should be cautious of volatility and execution risks.
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ICICI Pru India Opp Fund(IDCW)
The fund shows a decent potential for growth with strong fundamentals, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Large Cap Fund(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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Aditya Birla SL Large Cap Fund(IDCW)
The fund shows potential but carries risks due to inconsistent growth and valuation concerns. Caution is advised for new investments.
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Aditya Birla SL Money Manager Fund(W-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, though some risks remain.
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Aditya Birla SL Money Manager Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, although some risks remain.
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Aditya Birla SL Money Manager Fund(DD-IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and liquidity.
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Q
Quant Small Cap Fund(IDCW)
The fund shows potential for growth but carries risks related to profitability and execution. Investors should proceed with caution.
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Aditya Birla SL Corp Bond Fund(M-IDCW Reinv)
The fund shows potential but carries significant risks and lacks strong growth drivers.
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Aditya Birla SL Corp Bond Fund(IDCW)
The fund shows potential but is hindered by various risks and inconsistent performance metrics.
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Aditya Birla SL Corp Bond Fund(M-IDCW)
The fund shows several weaknesses in growth and profitability metrics, indicating a risky investment.
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K
Kotak Large & Midcap Fund(IDCW-Payout)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in governance and liquidity.
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K
Kotak Large & Midcap Fund(IDCW)
The Kotak Large & Midcap Fund shows decent potential but carries risks that investors should consider.
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I
ICICI Pru Savings Fund(M-IDCW Payout)
The fund shows decent potential with stable growth, but investors should be cautious of profitability pressures and execution risks.
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I
ICICI Pru Savings Fund(FN-IDCW Payout)
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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Business Overview
SBI ELSS Tax Saver Fund is a tax-saving equity mutual fund designed to help investors grow their wealth while availing tax benefits under Section 80C of the Income Tax Act. Ideal for individuals looking to save taxes while investing for long-term goals, this fund offers the potential for capital appreciation through equity investments. With a lock-in period of 3 years, it encourages disciplined investing and wealth accumulation. SBI's strong reputation and experienced fund management further enhance investor confidence.
- Tax benefits under Section 80C
- Long-term capital appreciation potential
- 3-year lock-in period promotes disciplined investing
- Managed by experienced professionals
- Part of SBI's trusted financial ecosystem
Investment Thesis
SBI ELSS Tax Saver Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. With the growing adoption of digital services, this fund is well-positioned to capitalize on market trends. Its attractive valuation compared to peers makes it a compelling choice for investors seeking tax-saving opportunities.
- Strong promoter group: Backed by SBI, a reputable financial institution.
- Digital services growth: Positioned to benefit from the increasing shift towards digital investments.
- Attractive valuation: Offers competitive pricing compared to similar funds in the market.
- Tax-saving benefits: Ideal for investors looking to maximize returns while minimizing tax liabilities.
- Proven track record: Consistent performance and management expertise enhance investor confidence.
Opportunity vs Risk
Opportunities
- Tax benefits under Section 80C
- Long-term capital appreciation potential
- Diversified equity exposure
- Rising market participation
- Strong historical performance
Risks ⚠️
- Market volatility impacts returns
- Lock-in period of 3 years
- Economic downturn effects
- Fund manager performance variability
- Regulatory changes in taxation
Peer Perspective
SBI ELSS Tax Saver Fund is currently trading at a slight premium compared to peers like Axis Long Term Equity Fund and HDFC Tax Saver Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI ELSS Tax Saver Fund(IDCW) • Updated: 2025-10-01 07:05:11
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10BusinessHighThe sector is evolving with a focus on digital banking and financial inclusion.
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10GrowthHighConsistent revenue and profit growth over the last few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns about pledging.
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5DriversGoodGrowth drivers 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 ELSS Tax Saver Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and valuation should be monitored.