SBI Nifty Midcap 150 Index Fund
Ticker: mf13162
Decent
66/100
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Business Overview
The SBI Nifty Midcap 150 Index Fund is designed for investors seeking exposure to the mid-cap segment of the Indian equity market. This fund tracks the Nifty Midcap 150 Index, providing a diversified portfolio of mid-sized companies with growth potential. It is ideal for those looking to balance their investment portfolio with quality mid-cap stocks, aiming for long-term capital appreciation. Investing in this fund can help you tap into the dynamic growth of India's mid-cap sector.
- Diversified exposure to mid-cap companies
- Tracks the Nifty Midcap 150 Index
- Ideal for long-term capital growth
- Managed by SBI, a trusted financial institution
- Suitable for investors seeking portfolio diversification
Investment Thesis
The SBI Nifty Midcap 150 Index Fund presents a compelling investment opportunity due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's midcap growth story, making it an ideal choice for retail investors seeking long-term gains.
- Strong backing from SBI, a trusted and established financial institution.
- Significant growth potential in the digital services sector enhances future returns.
- Attractive valuation metrics compared to peer funds, offering better entry points.
- Diversified exposure to midcap stocks, balancing risk and reward.
- Alignment with India's economic growth trajectory and increasing consumer spending.
Opportunity vs Risk
Opportunities
- Diversification across midcap stocks
- Potential for high growth returns
- Lower expense ratio compared to active funds
- Access to emerging companies
- Long-term investment horizon benefits
Risks ⚠️
- Market volatility affecting midcaps
- Economic downturn impact on performance
- Limited liquidity in midcap stocks
- Higher risk compared to large caps
- Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
SBI Nifty Midcap 150 Index Fund • Updated: 2025-09-29 16:22:44
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10BusinessHighThe fund is invested in midcap companies which are generally in growth sectors, but individual company moats vary.
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10GrowthHighMidcap companies have shown potential for revenue and profit growth, but consistency can vary.
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10ProfitabilityHighROE and ROCE metrics are mixed across the portfolio, with some companies showing strong cash flow.
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8ValuationHighValuation metrics like P/E and P/B are competitive compared to peers, but some stocks are overvalued.
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7BalanceHighOverall balance sheet strength is moderate, with some companies having higher debt levels.
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6GovernanceGoodPromoter holding is generally stable, but there are concerns about pledging in some cases.
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5DriversGoodGrowth drivers exist, but execution risks are prevalent due to market volatility.
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5TechnicalsGoodMarket sentiment is cautious, with mixed momentum and liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The SBI Nifty Midcap 150 Index Fund has a decent score reflecting potential growth but also carries risks associated with midcap volatility and individual company performance.