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SBI ESG Exclusionary Strategy Fund(IDCW-Payout)

Ticker: mf14929
Decent 66/100

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S
SBI ESG Exclusionary Strategy Fund(IDCW)
Score 68/100 Decent
The fund shows potential in sustainable investing but faces challenges in growth and profitability metrics.
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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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Investment Thesis

The SBI ESG Exclusionary Strategy Fund presents a compelling investment opportunity, driven by the credibility of the SBI promoter group, robust growth in digital services, and attractive valuations compared to peers. This fund aligns with sustainable investment principles, making it a prudent choice for socially conscious investors.

  • Strong backing from the reputable SBI promoter group enhances credibility.
  • Significant growth potential in digital services sector boosts future returns.
  • Attractive valuation metrics compared to peer funds indicate strong upside.
  • Focus on ESG principles aligns with growing investor demand for sustainability.
  • Diversification benefits through a well-curated exclusionary investment strategy.

Opportunity vs Risk

Opportunities
  • Growing interest in ESG investing
  • Potential for higher returns
  • Government support for sustainable initiatives
  • Diversification in investment portfolio
Risks ⚠️
  • Market volatility affecting returns
  • Limited historical performance data
  • Regulatory changes impacting ESG criteria
  • Sector-specific risks in sustainable investments
📊 Stock Investment Checklist (100 Points)
SBI ESG Exclusionary Strategy Fund(IDCW-Payout) • Updated: 2025-10-01 07:07:01
  • 10
    Business
    High
    The fund is focused on sectors with sustainable practices, but lacks a clear moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent due to market volatility.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF showing some volatility.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels but limited reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential in sustainable investment but faces challenges in growth consistency and valuation metrics.