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SBI Nifty Smallcap 250 Index Fund(IDCW)

Ticker: mf15759
Decent 66/100

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M
Motilal Oswal Focused Fund(IDCW)
Score 66/100 Decent
The fund shows potential for growth but has notable risks that investors should consider.
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S
Sundaram Value Fund(IDCW)
Score 56/100 Decent
The Sundaram Value Fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.
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A
Aditya Birla SL Dividend Yield Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Dividend Yield Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential but has several risks that need to be monitored closely.
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S
Sundaram Fin Serv Opp Fund(IDCW)
Score 72/100 Decent
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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L
LIC MF Large Cap Fund(IDCW)
Score 48/100 Decent
The LIC MF Large Cap Fund shows decent potential for growth with stable fundamentals, but investors should be cautious of market volatility and execution risks.
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B
Bandhan Bond Fund - Medium Term Plan(P-IDCW)Exch Reinve
Score 48/100 Risky
The fund shows potential but is hindered by inconsistent growth and governance concerns.
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B
Bandhan Bond Fund - Medium Term Plan(P-IDCW)
Score 48/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of execution risks and market sentiment.
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B
Bandhan Bond Fund - Medium Term Plan(Q-IDCW)
Score 48/100 Risky
The Bandhan Bond Fund - Medium Term Plan presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW)
Score 48/100 Risky
The fund shows potential but carries significant risks due to inconsistent performance and valuation concerns.
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B
Bandhan Bond Fund - Medium Term Plan(FN-IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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B
Bandhan Bond Fund - Medium Term Plan(DD-IDCW)
Score 70/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Bond Fund - Medium Term Plan(M-IDCW)
Score 68/100 Decent
The Bandhan Bond Fund - Medium Term Plan shows decent potential but faces challenges in growth consistency and governance transparency.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW Reinv)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and governance, warranting cautious investment.
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B
Bandhan Bond Fund - Medium Term Plan(M-IDCW Reinv)
Score 48/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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U
UTI Floater Fund(H-IDCW)
Score 68/100 Decent
The UTI Floater Fund shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.
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Business Overview

The SBI Nifty Smallcap 250 Index Fund (IDCW) is a mutual fund that aims to replicate the performance of the Nifty Smallcap 250 Index, providing investors with exposure to a diversified portfolio of small-cap stocks in India. This fund is ideal for investors seeking long-term capital appreciation and willing to embrace the potential volatility associated with small-cap investments. By investing in this fund, you can tap into the growth potential of emerging companies, contributing to a well-rounded investment strategy.

  • Replicates Nifty Smallcap 250 Index performance
  • Focuses on small-cap stocks for growth potential
  • Ideal for long-term capital appreciation
  • Diversified portfolio to mitigate risk
  • Managed by experienced professionals
  • Accessible for retail investors seeking equity exposure

Investment Thesis

The SBI Nifty Smallcap 250 Index Fund (IDCW) offers a compelling investment opportunity, backed by SBI's robust credibility and strong promoter group. With a growing focus on digital services and attractive valuations compared to peers, this fund is poised for significant growth in the smallcap segment.

  • Strong backing from SBI, a trusted name in Indian finance.
  • Significant growth potential in the digital services sector.
  • Attractive valuations compared to other smallcap funds.
  • Diversified exposure to high-growth smallcap companies.
  • Ideal for investors seeking long-term capital appreciation.

Opportunity vs Risk

Opportunities
  • Diversification across smallcap stocks
  • Potential for high growth returns
  • Lower expense ratio than actively managed funds
  • Access to emerging companies
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility in smallcaps
  • Liquidity concerns during downturns
  • Higher risk compared to largecaps
  • Economic slowdown impact
  • Management fees may eat into returns

Peer Perspective

SBI Nifty Smallcap 250 Index Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and HDFC Small Cap Fund. A sustained growth acceleration in small-cap earnings could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI Nifty Smallcap 250 Index Fund(IDCW) • Updated: 2025-10-01 07:14:51
  • 10
    Business
    High
    The fund is invested in a diverse range of smallcap companies, which are generally considered future-ready, but specific business models vary.
  • 10
    Growth
    High
    The smallcap segment has shown potential for high growth, but consistency can be variable.
  • 10
    Profitability
    High
    ROE and ROCE metrics are mixed across the portfolio, with some companies showing strong cash flow.
  • 10
    Valuation
    High
    Valuation metrics are generally in line with peers, but some stocks may be overvalued.
  • 8
    Balance
    High
    The fund holds companies with varying levels of debt; overall liquidity is moderate.
  • 7
    Governance
    High
    Promoter holding is decent, but some companies have issues with pledging.
  • 9
    Drivers
    High
    Growth drivers exist, but execution risks are significant in the smallcap space.
  • 5
    Technicals
    Good
    Market sentiment is mixed; liquidity can be an issue for some stocks.
Final Score & Verdict
Score 66 / 100 • Decent
The SBI Nifty Smallcap 250 Index Fund shows potential for growth but comes with inherent risks typical of smallcap investments. A diversified approach mitigates some risks, but investors should be cautious.