SBI Nifty Midcap 150 Index Fund(IDCW)
Ticker: mf16125
Decent
56/100
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Bajaj Finserv Multi Cap Fund(IDCW)
Bajaj Finserv Multi Cap Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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ITI Large & Mid Cap Fund(IDCW)
The fund shows potential but faces significant risks and inconsistencies in growth and profitability.
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Aditya Birla SL Equity Savings Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to execution risks.
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Aditya Birla SL Equity Savings Fund(IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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360 ONE Balanced Hybrid Fund(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.
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360 ONE Balanced Hybrid Fund(IDCW)
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TRUSTMF Liquid Fund(DD-IDCW)
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TRUSTMF Liquid Fund(W-IDCW)
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TRUSTMF Liquid Fund(M-IDCW)
The TRUSTMF Liquid Fund shows decent potential for stability and moderate returns, but investors should be cautious of market conditions and competition.
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Kotak ESG Exclusionary Strategy Fund(IDCW)
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Kotak ESG Exclusionary Strategy Fund(IDCW-Payout)
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SBI Nifty 500 Index Fund(IDCW Payout)
The SBI Nifty 500 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks and valuation concerns exist.
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SBI Nifty 500 Index Fund(IDCW)
The SBI Nifty 500 Index Fund shows a decent score reflecting a balanced approach to growth and stability, making it a reasonable investment option for long-term investors.
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Aditya Birla SL Pharma & Healthcare Fund(IDCW-Reinv)
The fund shows potential in the pharmaceutical sector but faces several challenges that could impact future performance.
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Aditya Birla SL Pharma & Healthcare Fund(IDCW)
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Business Overview
The SBI Nifty Midcap 150 Index Fund (IDCW) is an open-ended mutual fund that aims to replicate the performance of the Nifty Midcap 150 Index. This fund is ideal for investors looking to diversify their portfolio with midcap stocks, which often offer higher growth potential. It matters because midcap companies can provide significant returns as they grow. With a focus on transparency and low expense ratios, this fund is a reliable choice for long-term wealth creation.
- Tracks the Nifty Midcap 150 Index
- Ideal for long-term investors
- Offers exposure to high-growth midcap stocks
- Low expense ratio for cost-effective investing
- Managed by SBI, a trusted financial institution
Investment Thesis
The SBI Nifty Midcap 150 Index Fund (IDCW) presents a compelling investment opportunity, backed by the strong credibility of SBI as a promoter. With the digital services sector poised for significant growth, this fund offers an attractive valuation compared to its peers, making it an ideal choice for retail investors seeking long-term gains.
- Strong backing from SBI, a trusted name in Indian finance.
- Exposure to a diversified portfolio of midcap stocks.
- Significant growth potential in digital services sector.
- Attractive valuation compared to similar funds.
- Ideal for investors looking for long-term wealth creation.
Opportunity vs Risk
Opportunities
- Diversified exposure to midcap stocks
- Potential for high long-term growth
- Lower expense ratio than active funds
- Tax benefits on long-term investments
Risks ⚠️
- Market volatility affecting midcap stocks
- Lower liquidity compared to large caps
- Economic downturn impacts performance
- Management risk in fund operations
📊 Stock Investment Checklist (100 Points)
SBI Nifty Midcap 150 Index Fund(IDCW) • Updated: 2025-10-01 15:32:06
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10BusinessHighThe fund invests in midcap companies which are generally in growth sectors, but some may lack a strong moat.
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10GrowthHighMidcap companies have shown good revenue and profit growth, but consistency varies.
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10ProfitabilityHighROE and ROCE are decent, but cash flow can be inconsistent across holdings.
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8ValuationHighValuation metrics like P/E and P/B are reasonable compared to peers, but some stocks may be overvalued.
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7BalanceHighOverall balance sheet strength is moderate; some companies have higher debt levels.
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6GovernanceGoodPromoter holding is generally good, but there are concerns about pledging in some cases.
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5DriversGoodGrowth drivers exist, but execution risks are notable in midcap space.
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5TechnicalsGoodMarket sentiment is mixed, with some liquidity issues in smaller stocks.
Final Score & Verdict
Score 56 / 100
• Decent
The SBI Nifty Midcap 150 Index Fund presents a decent investment opportunity, with potential for growth but also notable risks associated with midcap volatility and execution challenges.