SBI Nifty Smallcap 250 Index Fund(IDCW Payout)
Ticker: mf15758
Decent
48/100
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SBI Nifty Smallcap 250 Index Fund(IDCW)
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.
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M
Motilal Oswal Focused Fund(IDCW)
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Sundaram Value Fund(IDCW)
The Sundaram Value Fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.
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Aditya Birla SL Dividend Yield Fund(IDCW-Reinv)
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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Aditya Birla SL Dividend Yield Fund(IDCW)
The fund shows decent potential but has several risks that need to be monitored closely.
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Sundaram Fin Serv Opp Fund(IDCW)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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LIC MF Large Cap Fund(IDCW)
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Bandhan Bond Fund - Medium Term Plan(P-IDCW)Exch Reinve
The fund shows potential but is hindered by inconsistent growth and governance concerns.
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Bandhan Bond Fund - Medium Term Plan(P-IDCW)
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)
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)
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)
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)
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)
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)
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)
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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Business Overview
The SBI Nifty Smallcap 250 Index Fund is a mutual fund that aims to replicate the performance of the Nifty Smallcap 250 Index, providing investors exposure to a diversified portfolio of small-cap stocks. Ideal for investors seeking long-term capital appreciation, this fund is suitable for those looking to tap into the growth potential of emerging companies in India. With a focus on transparency and low expense ratios, this fund is designed to help investors build wealth over time.
- Diversified exposure to small-cap stocks
- Long-term capital appreciation potential
- Low expense ratio for cost-effective investing
- Suitable for risk-tolerant investors
- Managed by a trusted financial institution
Investment Thesis
The SBI Nifty Smallcap 250 Index Fund offers a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the expanding small-cap sector in India.
- Backed by SBI, a trusted and established financial institution.
- Exposure to a diversified portfolio of high-growth small-cap stocks.
- Digital services are rapidly transforming the investment landscape.
- Valuations remain attractive, providing a margin of safety for investors.
- Ideal for long-term growth in a dynamic market environment.
Opportunity vs Risk
Opportunities
- Diversified exposure to smallcap stocks
- Potential for high long-term returns
- Growing economy boosts smallcap growth
- Lower competition in smallcap segment
Risks ⚠️
- High volatility in smallcap stocks
- Market downturns can impact returns
- Less liquidity compared to largecaps
- Economic slowdown affects smallcaps more
Peer Perspective
SBI Nifty Smallcap 250 Index Fund trades at a discount compared to peers like HDFC Small Cap and Nippon India Small Cap. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
SBI Nifty Smallcap 250 Index Fund(IDCW Payout) • Updated: 2025-10-01 07:14:42
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10BusinessHighThe fund is invested in a diverse range of smallcap companies, which are generally in growth sectors.
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10GrowthHighThe index has shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighThe underlying companies have a reasonable ROE and OCF compared to net profit.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, but some companies are overvalued.
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7BalanceHighThe fund's underlying companies maintain a manageable debt/equity ratio.
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6GovernanceGoodPromoter holding is decent, but there are concerns about pledging in some companies.
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5DriversGoodGrowth drivers exist, but execution risks are notable in smallcap segments.
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5TechnicalsGoodMarket sentiment is mixed, with some liquidity concerns.
Final Score & Verdict
Score 48 / 100
• Decent
The SBI Nifty Smallcap 250 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of the inherent risks in smallcap stocks.