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SBI ESG Exclusionary Strategy Fund(IDCW)

Ticker: mf14930
Decent 68/100

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H
HDFC Long Duration Debt Fund(IDCW Reinvest)
Score 48/100 Decent
The fund shows moderate potential but faces challenges in growth and execution risks.
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H
HDFC Long Duration Debt Fund(IDCW)
Score 68/100 Decent
The fund shows decent fundamentals but lacks strong growth drivers and market momentum.
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H
HSBC Aggressive Hybrid Fund(A-IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach to growth and risk, but caution is advised due to execution risks.
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H
HSBC Aggressive Hybrid Fund(A-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of governance issues and execution risks.
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H
HSBC Aggressive Hybrid Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but some concerns in governance and valuation need to be monitored.
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H
HSBC Aggressive Hybrid Fund(IDCW)
Score 72/100 Decent
The HSBC Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks and market conditions.
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B
Bajaj Finserv Flexi Cap Fund(IDCW)
Score 68/100 Decent
Bajaj Finserv Flexi Cap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.
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D
DSP India T.I.G.E.R Fund(IDCW)
Score 66/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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D
DSP India T.I.G.E.R Fund(IDCW-Reinv)
Score 66/100 Decent
The DSP India T.I.G.E.R Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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S
SBI PSU Fund(IDCW-Payout)
Score 48/100 Decent
The SBI PSU Fund shows moderate potential but carries certain risks that need to be monitored closely.
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S
SBI PSU Fund(IDCW)
Score 68/100 Decent
The SBI PSU Fund shows moderate potential with stable performance, but growth prospects are limited and risks are present.
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M
Motilal Oswal Small Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.
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S
SBI Automotive Opportunities Fund(IDCW)
Score 56/100 Decent
The fund has potential in a growing sector but faces challenges in consistency and valuation. Caution is advised.
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S
SBI Automotive Opportunities Fund(IDCW Payout)
Score 56/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and valuation. Caution is advised.
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A
Aditya Birla SL PSU Equity Fund(IDCW)
Score 65/100 Decent
The Aditya Birla SL PSU Equity Fund shows potential but is hindered by various risks and inconsistent performance metrics. Investors should proceed with caution.
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A
Axis India Manufacturing Fund(IDCW)
Score 68/100 Decent
The fund shows potential for growth in the manufacturing sector, but faces challenges in execution and liquidity.
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Investment Thesis

The SBI ESG Exclusionary Strategy Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. With the growing emphasis on sustainable investing and digital services, this fund is well-positioned for growth. Its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term gains.

  • Strong promoter group: Backed by the reputable SBI Group, ensuring credibility and trust.
  • Growth in digital services: Capitalizes on the increasing demand for sustainable investment options.
  • Attractive valuation: Positioned favorably against peers, offering potential for higher returns.
  • Focus on ESG: Aligns with global trends towards responsible investing, appealing to conscious investors.
  • Diversified portfolio: Reduces risk while targeting growth in high-potential sectors.

Opportunity vs Risk

Opportunities
  • Focus on sustainable investments
  • Growing demand for ESG funds
  • Potential for long-term returns
  • Government support for green initiatives
Risks ⚠️
  • Market volatility affects returns
  • Limited historical performance data
  • Regulatory changes in ESG criteria
  • High competition in fund space
📊 Stock Investment Checklist (100 Points)
SBI ESG Exclusionary Strategy Fund(IDCW) • Updated: 2025-10-01 07:07:15
  • 10
    Business
    High
    The fund focuses on sectors with sustainable practices, but lacks a clear competitive moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuating profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, indicating weaker profitability.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, suggesting overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity ratios are concerning.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth drivers identified, with significant execution risks.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential in sustainable investing but faces challenges in growth and profitability metrics.