SBI PSU Fund
Ticker: mf12662
Decent
48/100
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B
Bajaj Finserv Liquid Fund
Bajaj Finserv Liquid Fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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F
Franklin India Multi Cap Fund
The Franklin India Multi Cap Fund shows a decent potential for growth with a diversified portfolio, but some risks in execution and valuation metrics should be monitored.
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H
HSBC Flexi Cap Fund
The HSBC Flexi Cap Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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T
Tata Mid Cap Fund
The Tata Mid Cap Fund shows decent potential but faces challenges in growth consistency and valuation metrics.
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T
Tata Ultra Short Term Fund
The Tata Ultra Short Term Fund shows strong fundamentals and growth potential, making it a favorable investment option.
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H
HSBC Multi Cap Fund
The HSBC Multi Cap Fund shows decent potential with consistent growth and manageable risks, but attention should be paid to governance and execution challenges.
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E
Edelweiss Small Cap Fund
While the Edelweiss Small Cap Fund shows some potential, it faces significant challenges in growth consistency and valuation, warranting cautious investment.
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D
DSP Banking & PSU Debt Fund
The fund shows moderate potential but is hindered by inconsistent growth and profitability metrics.
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U
UTI Large & Mid Cap Fund
The UTI Large & Mid Cap Fund shows a decent investment potential with consistent growth and profitability metrics, although some risks and governance concerns exist.
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S
SBI Infrastructure Fund
The SBI Infrastructure Fund shows potential in a crucial sector but faces challenges in profitability and execution risks. Caution is advised for investors.
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A
Aditya Birla SL Small Cap Fund
The fund shows potential for moderate growth but carries risks that need to be monitored closely.
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S
SBI Technology Opp Fund
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B
BHARAT Bond FOF - April 2031
The Bharat Bond FOF - April 2031 has a decent score, indicating moderate potential but with notable risks.
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S
SBI Gold
SBI Gold shows potential for growth but faces challenges in valuation and governance.
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H
HDFC Multi-Asset Fund
HDFC Multi-Asset Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.
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U
UTI Small Cap Fund
The UTI Small Cap Fund shows decent potential for growth, but investors should be cautious of market volatility and execution risks.
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Business Overview
The SBI PSU Fund is a mutual fund that primarily invests in public sector undertakings (PSUs) in India. It is designed for investors looking to capitalize on the growth potential of government-owned companies. This fund is particularly suitable for those seeking long-term capital appreciation with a focus on stability and lower volatility. Investing in PSUs can provide a hedge against market fluctuations, making it a reliable choice for conservative investors. With SBI's strong track record, this fund offers a trusted avenue for wealth creation.
- Focuses on public sector undertakings (PSUs)
- Ideal for long-term capital appreciation
- Lower volatility compared to private sector stocks
- Backed by SBI's strong reputation
- Provides a hedge against market fluctuations
Investment Thesis
The SBI PSU Fund stands out due to its strong backing from the State Bank of India, ensuring credibility and stability. With the growing demand for digital services in the financial sector, this fund is well-positioned for future growth. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.
- Strong promoter group with SBI's backing ensures credibility.
- Significant growth potential in digital financial services.
- Attractive valuation compared to peer funds enhances investment appeal.
- Diversified exposure to public sector undertakings mitigates risk.
- Proven track record of performance under SBI's management.
Opportunity vs Risk
Opportunities
- Strong government backing
- Diversification across sectors
- Potential for high returns
- Growing economy
- Increased financial inclusion
Risks ⚠️
- Market volatility
- Regulatory changes
- Interest rate fluctuations
- Economic slowdown
- Sector-specific downturns
Peer Perspective
SBI PSU Fund trades at a slight discount to peers like ICICI Prudential PSU Equity Fund and HDFC PSU Equity Fund. A rerating could occur with improved margin stability and consistent growth in underlying PSU stocks.
📊 Stock Investment Checklist (100 Points)
SBI PSU Fund • Updated: 2025-09-29 15:43:38
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10BusinessHighThe sector is evolving with digital transformation, but competition is intense.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over transparency.
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5DriversGoodGrowth drivers exist, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is mixed with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The SBI PSU Fund shows potential for moderate growth but faces challenges in profitability and valuation. Investors should be cautious.