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SBI Energy Opportunities Fund(IDCW Payout)

Ticker: mf14633
Decent 66/100

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ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund(A-IDCW)
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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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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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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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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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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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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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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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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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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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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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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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S
SBI Dividend Yield Fund(IDCW)
Score 48/100 Decent
The SBI Dividend Yield Fund presents a decent investment opportunity with moderate growth potential and acceptable risk factors.
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Business Overview

SBI Energy Opportunities Fund is designed for investors seeking exposure to the energy sector, particularly in India’s growing renewable and traditional energy markets. This fund aims to capitalize on the increasing demand for energy solutions, making it a strategic choice for those looking to diversify their portfolios. With a focus on long-term growth, it offers potential capital appreciation along with regular income through IDCW payouts.

  • Targeted exposure to the energy sector
  • Focus on renewable and traditional energy
  • Potential for long-term capital appreciation
  • Regular income through IDCW payouts
  • Managed by experienced professionals
  • Ideal for diversified investment portfolios

Investment Thesis

SBI Energy Opportunities Fund presents a compelling investment due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the burgeoning energy sector, making it a strategic addition to any portfolio.

  • Backed by SBI, a trusted name in Indian finance, ensuring strong governance.
  • Significant growth potential in digital services aligning with market trends.
  • Valuation metrics indicate favorable positioning against competitors.
  • Focus on renewable energy investments aligns with global sustainability goals.
  • Diversified portfolio reduces risk while enhancing return potential.

Opportunity vs Risk

Opportunities
  • Strong growth in renewable energy
  • Government support for green initiatives
  • Diversification in energy sources
  • Rising demand for clean energy
  • Potential for high returns
Risks ⚠️
  • Market volatility in energy sector
  • Regulatory changes impact profitability
  • Competition from established players
  • Fluctuating raw material costs
  • Economic downturn affecting investments

Peer Perspective

SBI Energy Opportunities Fund trades at a slight premium compared to peers like ICICI Prudential Energy Fund and Aditya Birla Sun Life Energy Fund. A rerating could occur with sustained growth in energy sector margins.
📊 Stock Investment Checklist (100 Points)
SBI Energy Opportunities Fund(IDCW Payout) • Updated: 2025-10-01 07:05:21
  • 10
    Business
    High
    Energy sector is evolving with renewable focus, but competition is intense.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but some pledging raises governance concerns.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential in the energy sector with decent growth prospects, but faces challenges in profitability and governance.