SBI FMP-78-1170D(IDCW)

Ticker: mf17238
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

SBI FMP-78-1170D (IDCW) is a fixed maturity plan that offers a structured investment option for conservative investors seeking stable returns. Designed for individuals looking to park their funds for a defined period, this scheme focuses on capital preservation while providing income through regular dividends. It is ideal for risk-averse investors who prefer predictable outcomes over market volatility.

  • Structured investment for stable returns
  • Focus on capital preservation
  • Ideal for conservative investors
  • Regular dividend payouts
  • Defined investment horizon
  • Managed by a trusted financial institution

Investment Thesis

SBI FMP-78-1170D(IDCW) presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it a prudent choice for retail investors seeking stability and growth.

  • Backed by State Bank of India, ensuring trust and reliability.
  • Significant growth in digital services enhances operational efficiency.
  • Attractive valuation offers a competitive edge over similar funds.
  • Focus on fixed maturity plans provides predictable returns.
  • Ideal for conservative investors looking for steady income.

Opportunity vs Risk

Opportunities
  • Stable returns from fixed maturity plan
  • Potential for capital preservation
  • Tax benefits on long-term investments
  • Diversification in fixed income portfolio
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Liquidity concerns in market downturns
  • Regulatory changes affecting fixed income

Peer Perspective

SBI FMP-78-1170D trades at a slight premium compared to peers like HDFC FMP and ICICI FMP, with its rerating hinging on consistent margin stability and improved growth metrics in the fixed maturity segment.
📊 Stock Investment Checklist (100 Points)
SBI FMP-78-1170D(IDCW) • Updated: 2025-10-01 07:09:34
  • 10
    Business
    High
    The sector is stable but lacks significant future-ready innovations.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit growth is inconsistent.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The stock shows decent fundamentals but lacks strong growth drivers and faces some risks.