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SBI Energy Opportunities Fund(IDCW)

Ticker: mf14632
Decent 66/100

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S
SBI Energy Opportunities Fund(IDCW Payout)
Score 66/100 Decent
The fund shows potential in the energy sector with decent growth prospects, but faces challenges in profitability and governance.
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N
Nippon India Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The Nippon India Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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I
ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund(A-IDCW Payout)
Score 48/100 Decent
The fund shows decent potential with stable returns, but lacks strong growth drivers.
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I
ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund(A-IDCW)
Score 48/100 Decent
The fund presents a decent investment opportunity with stable returns but limited growth drivers.
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M
Mirae Asset Aggressive Hybrid Fund(IDCW)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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N
Nippon India Flexi Cap Fund(IDCW)
Score 68/100 Decent
The Nippon India Flexi Cap Fund shows a decent overall performance with good growth potential and manageable risks.
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U
UTI Arbitrage Fund(IDCW)
Score 66/100 Decent
The UTI Arbitrage Fund shows decent potential with stable growth, but faces challenges in profitability and liquidity.
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A
Aditya Birla SL Banking & PSU Debt Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and moderate profitability metrics.
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A
Aditya Birla SL Banking & PSU Debt Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability metrics.
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A
Aditya Birla SL Banking & PSU Debt Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and liquidity.
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A
Aditya Birla SL Banking & PSU Debt Fund(M-IDCW)
Score 63/100 Decent
The fund shows moderate potential with some stability, but lacks strong growth drivers and profitability metrics.
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A
Aditya Birla SL Overnight Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
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A
Aditya Birla SL Overnight Fund(W-IDCW)
Score 70/100 Decent
The fund shows decent potential but faces challenges in growth and profitability consistency.
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A
Aditya Birla SL Overnight Fund(M-IDCW)
Score 68/100 Decent
The Aditya Birla SL Overnight Fund shows decent potential with stable sector positioning, but faces challenges in profitability consistency and growth drivers.
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A
Aditya Birla SL Overnight Fund(DD-IDCW)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
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S
SBI Dividend Yield Fund(IDCW Payout)
Score 72/100 Decent
The SBI Dividend Yield Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market volatility.
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Business Overview

SBI Energy Opportunities Fund (IDCW) is a mutual fund designed to capitalize on the growth potential of the energy sector in India. Ideal for investors seeking long-term capital appreciation, this fund focuses on companies involved in energy production, distribution, and technology. With a robust investment strategy, it aims to provide attractive returns while diversifying your portfolio. This fund is particularly relevant as India transitions towards sustainable energy solutions, making it a timely choice for forward-thinking investors.

  • Focuses on the growing energy sector
  • Ideal for long-term capital appreciation
  • Diversifies investment portfolio
  • Supports India's transition to sustainable energy
  • Managed by experienced professionals

Investment Thesis

SBI Energy Opportunities Fund presents a compelling investment opportunity, backed by the strong credibility of the SBI promoter group. With a significant growth trajectory in digital services and attractive valuations compared to peers, this fund is poised to capitalize on the burgeoning energy sector, making it a smart choice for retail investors.

  • Strong backing from the reputable SBI promoter group enhances trust and stability.
  • Digital services are experiencing robust growth, providing a solid runway for future returns.
  • Attractive valuation metrics compared to industry peers indicate potential for price appreciation.
  • Focus on renewable energy aligns with global sustainability trends, appealing to socially conscious investors.
  • Diversified portfolio reduces risk while maximizing exposure to the energy sector's growth.

Opportunity vs Risk

Opportunities
  • Growing demand for renewable energy
  • Government support for clean energy
  • Diversification across energy sectors
  • Potential for high long-term returns
Risks ⚠️
  • Market volatility in energy sector
  • Regulatory changes affecting profitability
  • Competition from established players
  • Economic downturn impacting investments

Peer Perspective

SBI Energy Opportunities Fund trades at a slight premium compared to peers like ICICI Prudential Energy Fund and HDFC Energy Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
SBI Energy Opportunities Fund(IDCW) • Updated: 2025-10-01 07:05:37
  • 10
    Business
    High
    The energy sector is evolving with a focus on renewable sources, but the fund's specific positioning is unclear.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, indicating potential profitability issues.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, suggesting overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity ratios are concerning.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers are limited, with significant execution risks in the current market.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 66 / 100 • Decent
The SBI Energy Opportunities Fund shows potential in a growing sector, but faces challenges in growth consistency and valuation metrics.