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SBI Equity Minimum Variance Fund(IDCW)

Ticker: mf16939
Decent 63/100

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A
Aditya Birla SL Dynamic Asset Allocation Omni FOF(IDCW)
Score 58/100 Decent
The fund shows decent potential with a balanced approach, but attention should be paid to execution risks and market sentiment.
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A
Aditya Birla SL Dynamic Asset Allocation Omni FOF(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, though some areas require attention.
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P
PGIM India Money Market Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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P
PGIM India Money Market Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent stability but lacks strong growth drivers, making it a cautious investment.
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P
PGIM India Money Market Fund(W-IDCW)
Score 68/100 Decent
The fund is positioned in a stable sector with decent growth prospects, but it faces challenges in profitability and governance that could impact future performance.
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Q
Quantum ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The Quantum ELSS Tax Saver Fund shows decent potential with consistent growth and a strong governance structure, but there are some risks related to execution and liquidity.
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A
Aditya Birla SL Global Excellence Equity FoF(IDCW)
Score 48/100 Decent
The fund shows potential but carries risks that may affect future performance. Caution is advised.
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A
Aditya Birla SL Global Excellence Equity FoF(IDCW-Payout)
Score 56/100 Decent
The fund shows potential but faces challenges in profitability and growth consistency. Caution is advised.
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B
Baroda BNP Paribas Dynamic Bond Fund(W-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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B
Baroda BNP Paribas Dynamic Bond Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth but has some risks that need to be monitored.
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B
Baroda BNP Paribas Dynamic Bond Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.
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B
Baroda BNP Paribas Dynamic Bond Fund(DD-IDCW)
Score 65/100 Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and liquidity concerns.
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P
PGIM India Aggressive Hybrid Equity Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and execution risks.
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P
PGIM India Aggressive Hybrid Equity Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth with reasonable risks, making it a decent investment option.
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A
Axis Silver FoF(IDCW)
Score 58/100 Decent
The fund shows potential but faces significant challenges in growth and profitability metrics.
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L
LIC MF Arbitrage Fund(M-IDCW)
Score 68/100 Decent
The LIC MF Arbitrage Fund shows moderate potential with some risks. It is suitable for conservative investors seeking stability rather than aggressive growth.
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Investment Thesis

SBI Equity Minimum Variance Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. With a robust digital services growth trajectory and attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking stability and growth.

  • Strong promoter group: Backed by the reputable SBI Group, ensuring credibility and trust.
  • Digital services growth: Positioned to capitalize on the expanding digital finance landscape in India.
  • Attractive valuation: Offers competitive pricing compared to similar funds, enhancing potential returns.
  • Minimum variance strategy: Aims to reduce volatility while still capturing market upside.
  • Investor-friendly: Designed for retail investors seeking a balanced approach to equity exposure.

Opportunity vs Risk

Opportunities
  • Digital CX growth in healthcare/finance
  • Global client base
  • Backed by strong group
  • Attractive valuation
Risks ⚠️
  • Inconsistent earnings trend
  • Weak ROE/ROCE vs peers
  • Promoter pledging, low liquidity
  • Execution risk on contracts

Peer Perspective

SBI Equity Minimum Variance Fund trades at a slight premium compared to peers like HDFC Equity and ICICI Prudential, with rerating potential hinging on consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
SBI Equity Minimum Variance Fund(IDCW) • Updated: 2025-10-01 07:06:18
  • 10
    Business
    High
    The fund is invested 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 above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not the cheapest.
  • 7
    Balance
    High
    Debt levels are manageable, and liquidity is adequate.
  • 5
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 3
    Drivers
    Low
    Some growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 63 / 100 • Decent
The SBI Equity Minimum Variance Fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.