SBI Nifty Next 50 Index Fund(IDCW Payout)
Ticker: mf15635
Decent
66/100
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S
SBI Nifty Next 50 Index Fund(IDCW)
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.
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A
Aditya Birla SL Business Cycle Fund(IDCW)
The fund has a decent outlook but faces challenges in growth consistency and execution risks.
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B
Bandhan Innovation Fund(IDCW Reinvest)
The fund shows potential with decent growth prospects, but some risks and valuation concerns exist.
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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.
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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.
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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.
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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.
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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.
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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.
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U
UTI Conservative Hybrid Fund(F-IDCW)
The UTI Conservative Hybrid Fund shows moderate potential with some risks, particularly in profitability and market sentiment.
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U
UTI Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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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.
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D
DSP Income Plus Arbitrage Omni FoF(IDCW)
The fund shows moderate potential but lacks strong growth drivers and has some governance concerns.
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S
Sundaram Balanced Advantage Fund(M-IDCW)
The Sundaram Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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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.
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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.
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Business Overview
The SBI Nifty Next 50 Index Fund (IDCW Payout) is a mutual fund that invests in the next 50 large-cap companies after the Nifty 50. It is ideal for investors seeking exposure to growth-oriented stocks in the Indian market. This fund aims to provide long-term capital appreciation while distributing income through dividends. With a focus on diversification and low expense ratios, it stands out as a reliable investment option for both new and seasoned investors looking to enhance their portfolio.
- Invests in the next 50 large-cap companies
- Ideal for long-term capital appreciation
- Offers dividend payouts for income generation
- Diversified exposure to high-growth sectors
- Low expense ratio for cost-effective investing
Investment Thesis
SBI Nifty Next 50 Index Fund offers Indian retail investors a robust investment option backed by the credibility of the SBI promoter group. With the growth of digital services and an attractive valuation compared to peers, this fund is well-positioned to capitalize on market opportunities.
- Strong backing from the reputable SBI promoter group enhances trust.
- Digital services expansion provides significant growth potential.
- Attractive valuation compared to peer index funds.
- Diversified exposure to the next tier of Nifty companies.
- Ideal for long-term investors seeking steady returns.
Opportunity vs Risk
Opportunities
- Diversified exposure to large caps
- Potential for long-term capital growth
- Low expense ratio compared to peers
- Regular income through IDCW payouts
Risks ⚠️
- Market volatility affecting returns
- Concentration in specific sectors
- Interest rate fluctuations impact performance
- Economic downturns may reduce growth
📊 Stock Investment Checklist (100 Points)
SBI Nifty Next 50 Index Fund(IDCW Payout) • Updated: 2025-10-01 07:14:25
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10BusinessHighThe fund is invested in a diversified portfolio of companies in the Nifty Next 50, which are generally in growth sectors.
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10GrowthHighThe underlying companies have shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighThe fund's constituents exhibit healthy ROE and ROCE, with positive cash flow.
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8ValuationHighValuation metrics like P/E and P/B are in line with industry averages.
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7BalanceHighThe fund's underlying companies maintain a reasonable debt/equity ratio and liquidity.
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6GovernanceGoodPromoter holding is stable, but some companies have minor pledging issues.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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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 a diversified portfolio and consistent growth potential, though some risks remain.