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SBI Floating Rate Debt Fund(M-IDCW)

Ticker: mf16122
Decent 48/100

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Investment Thesis

SBI Floating Rate Debt Fund (M-IDCW) stands out due to its backing by the reputable SBI group, ensuring credibility and trust. The fund is well-positioned to benefit from the growing digital services landscape, offering investors a robust growth avenue. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stable returns.

  • Strong backing from the SBI group enhances credibility and investor confidence.
  • Digital services expansion provides significant growth potential.
  • Attractive valuation compared to peer funds, offering better investment opportunities.
  • Focus on floating rate instruments mitigates interest rate risk.
  • Consistent performance track record supports reliable returns.

Opportunity vs Risk

Opportunities
  • Stable income from floating rates
  • Potential for capital appreciation
  • Diversification in fixed income portfolio
  • Low interest rate risk
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from underlying securities
  • Liquidity concerns in market downturns
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
SBI Floating Rate Debt Fund(M-IDCW) • Updated: 2025-10-01 07:07:55
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit consistency is lacking.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows moderate potential but lacks strong growth drivers and consistency in profitability.