SBI Equity Minimum Variance Fund
Ticker: mf13527
Decent
68/100
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Investment Thesis
SBI Equity Minimum Variance Fund stands out due to its strong backing from the SBI Group, a credible and established financial institution. The fund is well-positioned to capitalize on the growing digital services sector, enhancing its growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking stability and growth.
- Strong promoter group: Backed by the reputable SBI Group.
- Robust growth in digital services: Capitalizing on the digital transformation trend.
- Attractive valuation: Competitively priced compared to peer funds.
- Focus on risk management: Minimum variance strategy reduces volatility.
- Long-term potential: Suitable for investors seeking stable returns.
Opportunity vs Risk
Opportunities
- Diversified investment portfolio
- Lower volatility compared to peers
- Potential for steady returns
- Suitable for risk-averse investors
Risks ⚠️
- Market fluctuations affect returns
- Limited growth in bull markets
- Higher expense ratio
- Interest rate changes impact performance
Peer Perspective
SBI Equity Minimum Variance Fund trades at a slight premium compared to peers like HDFC and ICICI funds. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
SBI Equity Minimum Variance Fund • Updated: 2025-09-29 15:37:58
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics such as P/E and P/B are reasonable compared to peers.
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7BalanceHighThe balance sheet shows manageable debt levels and good liquidity.
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6GovernanceGoodPromoter holding is stable with minimal 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 Equity Minimum Variance Fund shows a decent overall performance with solid growth and profitability metrics, though some risks remain in execution and market sentiment.