SBI Nifty Smallcap 250 Index Fund
Ticker: mf13001
Decent
56/100
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Business Overview
The SBI Nifty Smallcap 250 Index Fund is designed for investors seeking exposure to the growth potential of small-cap companies in India. This fund tracks the Nifty Smallcap 250 Index, offering a diversified investment option that captures the performance of a broad range of emerging businesses. Ideal for investors looking to enhance their portfolio with high-growth opportunities, this fund aims to deliver long-term capital appreciation.
- Tracks the Nifty Smallcap 250 Index
- Focuses on high-growth small-cap companies
- Diversification across various sectors
- Ideal for long-term investors
- Managed by SBI Mutual Fund, a trusted name in India
Investment Thesis
The SBI Nifty Smallcap 250 Index Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. With the ongoing digital transformation, this fund is well-positioned to capitalize on growth in small-cap stocks. Its attractive valuation compared to peers makes it a compelling investment choice for retail investors.
- Strong promoter group: Backed by the reputable SBI Group, ensuring credibility.
- Digital services growth: Positioned to leverage the expanding digital landscape in India.
- Attractive valuation: Offers competitive pricing compared to peer funds.
- Diversified exposure: Provides access to a broad range of small-cap stocks.
- Long-term potential: Aligns with India's economic growth trajectory.
Opportunity vs Risk
Opportunities
- Diversification across smallcap 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 in smallcaps
- Higher risk compared to largecaps
- Liquidity concerns in smaller stocks
- Economic downturn impact
- Regulatory changes affecting small businesses
📊 Stock Investment Checklist (100 Points)
SBI Nifty Smallcap 250 Index Fund • Updated: 2025-09-29 15:42:39
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10BusinessHighThe fund is invested in smallcap companies which are in growth sectors, but individual business models vary.
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10GrowthHighThe smallcap segment shows potential for high growth, but consistency varies across companies.
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8ProfitabilityHighROE and ROCE metrics are mixed, with some companies performing well while others lag.
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10ValuationHighValuations are generally higher compared to large caps, but some stocks are undervalued.
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7BalanceHighDebt levels are manageable, but liquidity varies among the underlying stocks.
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6GovernanceGoodPromoter holding is decent, but some companies have issues with transparency.
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5DriversGoodGrowth drivers exist, but execution risks are significant in the smallcap space.
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5TechnicalsGoodMarket sentiment is cautious, with mixed technical indicators.
Final Score & Verdict
Score 56 / 100
• Decent
The SBI Nifty Smallcap 250 Index Fund has potential for growth but comes with inherent risks associated with smallcap investments. A cautious approach is recommended.