SBI Nifty 500 Index Fund
Ticker: mf13174
Decent
68/100
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Business Overview
The SBI Nifty 500 Index Fund is a passive investment vehicle designed to track the performance of the Nifty 500 Index, which encompasses the top 500 companies listed on the National Stock Exchange of India. This fund is ideal for investors seeking broad market exposure with minimal management costs. It matters as it provides a simple way to invest in a diversified portfolio, reducing individual stock risk.
- Tracks the Nifty 500 Index for diversified exposure.
- Low expense ratio enhances long-term returns.
- Ideal for both new and seasoned investors.
- Offers a systematic investment approach.
- Suitable for long-term wealth creation.
Investment Thesis
The SBI Nifty 500 Index Fund is a compelling investment choice, backed by the credibility of the State Bank of India. With a strong focus on digital services, it is well-positioned to capitalize on growth opportunities. Additionally, its attractive valuation compared to peers makes it a prudent option for retail investors seeking long-term gains.
- Strong backing from the reputable State Bank of India, ensuring trust and stability.
- Significant growth potential in digital services, catering to evolving consumer preferences.
- Attractive valuation metrics compared to peer index funds, offering better entry points.
- Diversified exposure to 500 top companies, reducing individual stock risk.
- Ideal for retail investors looking for a balanced, long-term investment strategy.
Opportunity vs Risk
Opportunities
- Diversified exposure to top 500 stocks
- Potential for long-term capital growth
- Low expense ratio compared to active funds
- Suitable for systematic investment plans
- Tax benefits under Section 80C
Risks ⚠️
- Market volatility affecting returns
- Limited control over individual stocks
- Possible tracking error from index
- Economic downturns impacting performance
- Liquidity risks in low trading volumes
Peer Perspective
SBI Nifty 500 Index Fund trades at a slight premium compared to peers like HDFC Nifty ETF and ICICI Nifty ETF. A rerating could occur if the fund achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
SBI Nifty 500 Index Fund • Updated: 2025-09-29 16:21:55
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10BusinessHighThe fund is invested in a diversified portfolio of companies across various sectors, indicating a future-ready approach.
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10GrowthHighThe fund has shown consistent revenue and profit growth due to its exposure to large-cap companies.
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10ProfitabilityHighThe underlying companies generally exhibit strong ROE and OCF, but net profit margins vary.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, suggesting fair pricing.
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7BalanceHighThe fund's underlying assets have a manageable debt/equity ratio and good liquidity.
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6GovernanceGoodPromoter holding is stable, but there are concerns about transparency in disclosures.
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5DriversGoodGrowth drivers include economic recovery and sectoral growth, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity and price action.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Nifty 500 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth, but investors should be cautious of governance issues and execution risks.