SBI Focused Fund(IDCW-Payout)
Ticker: mf14120
Decent
48/100
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S
SBI Focused Fund(IDCW)
The SBI Focused Fund shows decent potential with consistent growth and profitability metrics, but some risks in valuation and governance should be monitored.
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H
HDFC Large Cap Fund(IDCW)
The HDFC Large Cap Fund shows strong fundamentals and growth potential, making it a favorable investment option.
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H
HDFC Large Cap Fund(IDCW-Reinv)
The HDFC Large Cap Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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A
Axis Liquid Fund(W-IDCW)
The Axis Liquid Fund shows decent potential with stable growth and manageable risks, but investors should be cautious about liquidity and execution challenges.
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A
Axis Liquid Fund(M-IDCW)
The Axis Liquid Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of volatility in profit growth and execution risks.
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A
Axis Liquid Fund(DD-IDCW)
The Axis Liquid Fund shows decent performance with stable growth, but faces challenges in profitability and valuation compared to peers.
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S
SBI Balanced Advantage Fund(IDCW)
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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S
SBI Balanced Advantage Fund(IDCW Payout)
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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H
HDFC Small Cap Fund(IDCW-Reinv)
The fund shows decent potential for growth but carries risks associated with small-cap investments.
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H
HDFC Small Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces challenges in valuation and liquidity.
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H
HDFC Money Market Fund(W-IDCW Reinv)
HDFC Money Market Fund shows decent stability and growth potential, but lacks significant catalysts for aggressive growth.
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H
HDFC Money Market Fund(DD-IDCW Reinv)
HDFC Money Market Fund shows decent stability and moderate growth potential, but risks remain due to market conditions.
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H
HDFC Money Market Fund(W-IDCW)
HDFC Money Market Fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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H
HDFC Corp Bond Fund(Q-IDCW Reinv)
The fund shows decent stability and moderate growth potential, but faces challenges in profitability and liquidity.
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H
HDFC Corp Bond Fund(IDCW-Reinv)
The fund shows decent potential but is hindered by inconsistent growth and moderate valuations.
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H
HDFC Corp Bond Fund(IDCW)
The HDFC Corp Bond Fund shows decent potential with stable growth, but faces challenges in profitability and liquidity.
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Business Overview
SBI Focused Fund (IDCW-Payout) is a dynamic mutual fund designed for investors seeking concentrated exposure to high-quality stocks. It aims to generate long-term capital appreciation while providing regular income through dividend payouts. Ideal for those looking to invest in a focused portfolio of equity securities, this fund is managed by experienced professionals, ensuring strategic stock selection. Its disciplined approach and potential for attractive returns make it a valuable addition to your investment strategy.
- Concentrated investment in high-quality stocks
- Managed by experienced professionals
- Focus on long-term capital appreciation
- Regular dividend payouts for income
- Ideal for investors seeking growth and stability
Investment Thesis
SBI Focused Fund stands out due to its strong promoter group, backed by State Bank of India, ensuring credibility and stability. The fund is well-positioned to leverage the growth in digital services, tapping into India's digital transformation. Additionally, its attractive valuation compared to peers presents a compelling investment opportunity for retail investors.
- Strong backing from State Bank of India enhances credibility.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Focused investment strategy aimed at high-quality companies.
- Robust performance track record instills investor confidence.
Peer Perspective
SBI Focused Fund trades at a slight premium compared to peers like HDFC Focused Fund and ICICI Prudential Focused Equity Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
SBI Focused Fund(IDCW-Payout) • Updated: 2025-10-01 07:10:00
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10BusinessHighThe fund is invested in a future-ready sector with a clear model but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been consistent over the past few years.
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10ProfitabilityHighROE and ROCE are decent, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but there is some overvaluation risk.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding pledging.
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5DriversGoodThere are growth catalysts, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The SBI Focused Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and governance issues.