SBI Nifty Midcap 150 Index Fund(IDCW Payout)
Ticker: mf16124
Decent
68/100
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SBI Nifty Midcap 150 Index Fund(IDCW)
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.
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S
Sundaram Dividend Yield Fund(IDCW)
The fund shows decent potential with a focus on dividend yield, but faces challenges in profitability and governance that could impact future performance.
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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)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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TRUSTMF Liquid Fund(DD-IDCW)
The TRUSTMF Liquid Fund shows decent stability but lacks strong growth drivers. Investors should be cautious.
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TRUSTMF Liquid Fund(W-IDCW)
The fund shows decent stability and growth potential, but faces challenges in a competitive landscape.
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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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K
Kotak ESG Exclusionary Strategy Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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Kotak ESG Exclusionary Strategy Fund(IDCW-Payout)
The fund shows potential but has several risks that need to be monitored closely.
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S
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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Business Overview
The SBI Nifty Midcap 150 Index Fund (IDCW Payout) is designed for investors seeking exposure to the midcap 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. Ideal for long-term investors looking to capitalize on the growth of emerging businesses, it offers a balanced approach to wealth creation.
- Diversified exposure to midcap stocks
- Tracks the Nifty Midcap 150 Index
- Ideal for long-term wealth creation
- Potential for higher growth compared to large caps
- Regular income through IDCW payouts
Investment Thesis
The SBI Nifty Midcap 150 Index Fund offers investors exposure to a diverse range of midcap stocks backed by a credible promoter in SBI. With the growing demand for digital services, this fund is well-positioned for future growth. Its attractive valuation compared to peers makes it a compelling investment choice for Indian retail investors.
- Strong backing from SBI, a trusted and established financial institution.
- Significant growth potential in the digital services sector.
- Diversified exposure to midcap stocks enhances risk-adjusted returns.
- Attractive valuation metrics compared to peer funds.
- Ideal for investors seeking long-term capital appreciation.
Opportunity vs Risk
Opportunities
- Diversified exposure to midcap stocks
- Potential for high long-term returns
- Benefit from growing Indian economy
- Lower expense ratio compared to peers
Risks ⚠️
- Market volatility affecting midcap stocks
- Economic downturn impacts performance
- Liquidity concerns in midcap segment
- Regulatory changes affecting investments
📊 Stock Investment Checklist (100 Points)
SBI Nifty Midcap 150 Index Fund(IDCW Payout) • Updated: 2025-10-01 15:31:53
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10BusinessHighThe fund is invested in a diversified portfolio of midcap stocks, which are generally considered to have growth potential.
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10GrowthHighMidcap stocks have shown consistent revenue and profit growth, but individual stock performance can vary.
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10ProfitabilityHighThe fund's underlying stocks exhibit varying ROE and OCF, with some outperforming the market.
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8ValuationHighValuation metrics like P/E and P/B are mixed compared to peers, indicating some stocks may be overvalued.
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6BalanceGoodThe balance sheet strength of midcap companies can be weaker, with higher debt levels in some cases.
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7GovernanceHighPromoter holding is generally strong, but there are concerns about pledging in some companies.
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5DriversGoodGrowth drivers include sectoral shifts and economic recovery, but execution risks remain.
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5TechnicalsGoodMarket sentiment is cautious, with mixed liquidity and price action.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Nifty Midcap 150 Index Fund presents a decent investment opportunity, with potential for growth but also inherent risks associated with midcap stocks.