SBI Equity Savings Fund(Q-IDCW Payout)
Ticker: mf14903
Decent
63/100
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S
SBi Equity Savings Fund(M-IDCW Payout)
The fund shows decent potential with a balanced risk-reward profile, but investors should remain cautious of execution risks.
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H
HDFC Equity Savings Fund(IDCW-Reinv)
The HDFC Equity Savings Fund shows a decent overall score with consistent growth and profitability metrics, making it a viable option for investors seeking moderate risk.
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H
HDFC Equity Savings Fund(IDCW)
HDFC Equity Savings Fund shows decent potential for growth with a stable outlook, but investors should remain cautious of execution risks.
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N
Nippon India Banking and PSU Fund(Q-IDCW)
The fund shows potential with a decent score, but investors should be cautious of execution risks and governance issues.
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N
Nippon India Banking and PSU Fund(M-IDCW)
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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N
Nippon India Banking and PSU Fund(W-IDCW)
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and execution risks.
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N
Nippon India Banking and PSU Fund(IDCW)
The fund is positioned well within a stable sector with consistent growth and profitability metrics, making it a decent investment option.
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I
Invesco India Money Market Fund(DD-IDCW)
Invesco India Money Market Fund presents a decent investment opportunity with stable returns, but growth potential is limited.
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I
Invesco India Money Market Fund(M-IDCW)
The fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the market conditions.
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I
Invesco India Money Market Fund(IDCW)
The fund shows decent stability with moderate growth potential, but risks remain in terms of execution and market sentiment.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW)
The fund shows potential but carries risks that need to be monitored closely.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW Reinvest)
The fund shows potential for moderate growth, but investors should be cautious due to some governance and execution risks.
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M
Mahindra Manulife Multi Cap Fund(IDCW-Payout)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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M
Mahindra Manulife Multi Cap Fund(IDCW)
The Mahindra Manulife Multi Cap Fund shows decent potential with consistent growth and manageable risks, but lacks a strong competitive edge.
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D
DSP Savings Fund(IDCW-Reinv)
The DSP Savings Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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D
DSP Savings Fund(M-IDCW Reinv)
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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Investment Thesis
SBI Equity Savings 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 SBI, a leader in the banking sector.
- Credibility: SBI's reputation enhances investor confidence.
- Digital services growth: Capitalizing on India's digital transformation.
- Attractive valuations: Competitive pricing compared to similar funds.
- Diversified portfolio: Balanced exposure to equity and debt for risk management.
Opportunity vs Risk
Opportunities
- Potential for steady income
- Diversified investment portfolio
- Tax benefits on equity gains
- Strong historical performance
- Access to professional management
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Credit risk from underlying assets
- Limited liquidity in fund
- Regulatory changes affecting funds
Peer Perspective
SBI Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Savings and ICICI Equity Savings. A rerating could occur if the fund demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
SBI Equity Savings Fund(Q-IDCW Payout) • Updated: 2025-10-01 07:06:44
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10BusinessHighThe fund operates 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 healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is strong, but some pledging exists.
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4DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 63 / 100
• Decent
The SBI Equity Savings Fund shows decent potential with consistent growth and reasonable valuations, but attention should be paid to governance and execution risks.