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SBI Equity Hybrid Fund(IDCW)

Ticker: mf14048
Decent 66/100

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K
Kotak Arbitrage Fund(M-IDCW Payout)
Score 56/100 Decent
The Kotak Arbitrage Fund shows decent potential with stable growth and acceptable profitability, but faces challenges in competitive positioning and liquidity.
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K
Kotak Arbitrage Fund(M-IDCW)
Score 68/100 Decent
The Kotak Arbitrage Fund shows decent potential with stable growth and profitability metrics, but some risks and valuation concerns remain.
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I
ICICI Pru Large Cap Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but some risks remain in execution and market sentiment.
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I
ICICI Pru Large Cap Fund(IDCW)
Score 68/100 Decent
The ICICI Pru Large Cap Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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I
ICICI Pru Balanced Advantage Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need attention.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows a decent overall performance with good growth potential, but some risks need to be monitored.
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N
Nippon India Small Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential for growth but comes with significant risks associated with small cap investments.
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I
ICICI Pru Multi-Asset Fund(IDCW-Payout)
Score 68/100 Decent
The ICICI Pru Multi-Asset Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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I
ICICI Pru Multi-Asset Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but caution is advised due to execution risks.
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S
SBI Liquid Fund(W-IDCW Payout)
Score 68/100 Decent
The SBI Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some execution risks should be monitored.
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S
SBI Liquid Fund(FN-IDCW Payout)
Score 70/100 Decent
The SBI Liquid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Liquid Fund(FN-IDCW)
Score 70/100 Decent
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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S
SBI Liquid Fund(W-IDCW)
Score 68/100 Decent
The SBI Liquid Fund presents a decent investment opportunity with stable growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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S
SBI Liquid Fund(DD-IDCW)
Score 73/100 Decent
The SBI Liquid Fund shows decent performance with stable growth prospects, but faces challenges in profitability and market sentiment.
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Investment Thesis

SBI Equity Hybrid Fund (IDCW) stands out due to its strong backing from the State Bank of India, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for retail investors seeking balanced returns.

  • Strong promoter group: Backed by State Bank of India, ensuring reliability.
  • Digital services growth: Positioned to benefit from the expanding digital economy.
  • Attractive valuation: Competitively priced compared to similar funds in the market.
  • Balanced exposure: Combines equity and debt for risk mitigation.
  • Proven track record: Consistent performance enhances investor confidence.

Opportunity vs Risk

Opportunities
  • Diversified equity exposure
  • Potential for steady income
  • Tax benefits on long-term gains
  • Access to professional management
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Liquidity constraints in hybrid funds
  • Management fees may reduce profits

Peer Perspective

SBI Equity Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Equity & Debt Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
SBI Equity Hybrid Fund(IDCW) • Updated: 2025-10-01 07:05:57
  • 10
    Business
    High
    The fund is in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The SBI Equity Hybrid Fund shows decent potential with consistent growth and a solid business model, though some risks in execution and governance should be monitored.