SBI Equity Minimum Variance Fund(IDCW-Payout)
Ticker: mf16938
Decent
48/100
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S
SBI Equity Minimum Variance Fund(IDCW)
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.
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A
Aditya Birla SL Dynamic Asset Allocation Omni FOF(IDCW)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
The fund shows potential but faces significant challenges in growth and profitability metrics.
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Investment Thesis
SBI Equity Minimum Variance Fund offers a compelling investment opportunity with a strong promoter group backing, robust growth in digital services, and attractive valuations compared to its peers. This fund is well-positioned to deliver consistent returns while managing risk effectively, making it an ideal choice for Indian retail investors seeking stability and growth.
- Strong credibility backed by SBI, a leading financial institution in India.
- Significant growth potential in digital services, enhancing customer reach and engagement.
- Attractive valuation metrics compared to peer funds, providing a favorable entry point.
- Focus on minimum variance strategy, reducing volatility while aiming for capital appreciation.
- Ideal for risk-averse investors looking for stable, long-term returns.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversified investment across sectors
- Potential for long-term capital growth
- Lower risk through minimum variance strategy
Risks ⚠️
- Market fluctuations can impact returns
- Limited upside in bullish markets
- Management fees may reduce profits
- Regulatory changes affecting funds
Peer Perspective
SBI Equity Minimum Variance Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Equity Fund. A rerating could occur if it achieves consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
SBI Equity Minimum Variance Fund(IDCW-Payout) • Updated: 2025-10-01 07:06:08
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model, but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been consistent, but not exceptional compared to peers.
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10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics like P/E and P/B are slightly above industry averages.
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7BalanceHighThe balance sheet shows moderate debt levels and reasonable liquidity.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 48 / 100
• Decent
The SBI Equity Minimum Variance Fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the valuation and governance concerns.