SBI Nifty Next 50 Index Fund(IDCW)
Ticker: mf15636
Decent
66/100
☆ Add to Watchlist
More Options
A
Aditya Birla SL Business Cycle Fund(IDCW)
The fund has a decent outlook but faces challenges in growth consistency and execution risks.
View details
B
Bandhan Innovation Fund(IDCW Reinvest)
The fund shows potential with decent growth prospects, but some risks and valuation concerns exist.
View details
B
Bandhan Innovation Fund(IDCW)
The Bandhan Innovation Fund shows potential with a decent score, indicating a balanced risk-reward profile, but investors should be cautious of execution risks and valuation levels.
View details
D
DSP Overnight Fund(DD-IDCW)
The DSP Overnight Fund shows several weaknesses in growth and profitability metrics, indicating a risky investment at this time.
View details
I
ICICI Pru MNC Fund(IDCW-Payout)
The ICICI Pru MNC Fund shows decent potential with a focus on strong multinational companies, though some valuation concerns and execution risks should be monitored.
View details
I
ICICI Pru MNC Fund(IDCW)
The ICICI Pru MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
View details
B
Bandhan Nifty100 Low Volatility 30 Index Fund(IDCW Reinvest)
The Bandhan Nifty100 Low Volatility 30 Index Fund presents a decent investment opportunity with stable growth potential, but investors should be cautious of valuation and execution risks.
View details
B
Bandhan Nifty100 Low Volatility 30 Index Fund(IDCW)
The fund presents a decent investment opportunity with a focus on stability, but growth potential is limited and risks remain due to market conditions.
View details
U
UTI Conservative Hybrid Fund(F-IDCW)
The UTI Conservative Hybrid Fund shows moderate potential with some risks, particularly in profitability and market sentiment.
View details
U
UTI Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
View details
D
DSP Income Plus Arbitrage Omni FoF(IDCW Reinvest)
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
View details
D
DSP Income Plus Arbitrage Omni FoF(IDCW)
The fund shows moderate potential but lacks strong growth drivers and has some governance concerns.
View details
S
Sundaram Balanced Advantage Fund(M-IDCW)
The Sundaram Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
View details
U
Union Small Cap Fund(IDCW-Reinv)
The Union Small Cap Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.
View details
U
Union Small Cap Fund(IDCW)
The Union Small Cap Fund shows potential for growth but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor performance closely.
View details
I
ICICI Pru Nifty SDL Sep 2027 Index Fund(A-IDCW)
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of interest rate risks and market volatility.
View details
Business Overview
The SBI Nifty Next 50 Index Fund (IDCW) is a mutual fund that aims to track the performance of the Nifty Next 50 Index, representing the next 50 large-cap companies after the Nifty 50. This fund is ideal for investors seeking exposure to high-growth potential stocks in India. It matters because it offers diversification and a systematic approach to investing in emerging market leaders. With low expense ratios and a passive investment strategy, it provides a cost-effective way to build wealth over time.
- Tracks the Nifty Next 50 Index
- Ideal for long-term investors
- Offers diversification across sectors
- Low expense ratios enhance returns
- Access to high-growth potential companies
Investment Thesis
SBI Nifty Next 50 Index Fund (IDCW) offers a compelling investment opportunity with its strong promoter backing from SBI, robust growth in digital services, and attractive valuations compared to peers. This fund provides a diversified exposure to high-quality mid-cap stocks, making it an ideal choice for retail investors seeking growth.
- Strong promoter group with SBI's established credibility enhances trust.
- Significant growth potential in digital services sector benefiting fund constituents.
- Attractive valuation metrics compared to peer index funds, presenting a buying opportunity.
- Diversified exposure to the next tier of Nifty companies, reducing risk.
- Ideal for retail investors looking for long-term capital appreciation.
Opportunity vs Risk
Opportunities
- Diversified exposure to mid-cap stocks
- Potential for high long-term returns
- Growing Indian consumer market
- Low expense ratio
- Tax benefits on long-term investments
Risks ⚠️
- Market volatility affecting returns
- Sector concentration risk
- Regulatory changes impact
- Economic slowdown risks
- Management fees may erode profits
📊 Stock Investment Checklist (100 Points)
SBI Nifty Next 50 Index Fund(IDCW) • Updated: 2025-10-01 07:14:33
-
10BusinessHighThe fund is invested in a diversified portfolio of companies, but lacks a clear moat.
-
10GrowthHighThe underlying index has shown consistent revenue and profit growth.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
-
8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
-
7BalanceHighThe fund has a reasonable debt/equity ratio and liquidity.
-
6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
-
5DriversGoodGrowth drivers exist, but execution risks are notable.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The SBI Nifty Next 50 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and governance issues.