SBI PSU Fund(IDCW-Payout)
Ticker: mf14941
Decent
48/100
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S
SBI PSU Fund(IDCW)
The SBI PSU Fund shows moderate potential with stable performance, but growth prospects are limited and risks are present.
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M
Motilal Oswal Small Cap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.
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S
SBI Automotive Opportunities Fund(IDCW)
The fund has potential in a growing sector but faces challenges in consistency and valuation. Caution is advised.
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S
SBI Automotive Opportunities Fund(IDCW Payout)
The fund shows potential in a growing sector but faces challenges in profitability and valuation. Caution is advised.
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A
Aditya Birla SL PSU Equity Fund(IDCW)
The Aditya Birla SL PSU Equity Fund shows potential but is hindered by various risks and inconsistent performance metrics. Investors should proceed with caution.
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A
Axis India Manufacturing Fund(IDCW)
The fund shows potential for growth in the manufacturing sector, but faces challenges in execution and liquidity.
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B
Bajaj Finserv Liquid Fund(W-IDCW)
Bajaj Finserv Liquid Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks and moderate liquidity.
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B
Bajaj Finserv Liquid Fund(DD-IDCW)
Bajaj Finserv Liquid Fund shows decent potential but faces challenges in profitability and valuation compared to peers.
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B
Bajaj Finserv Liquid Fund(FN-IDCW)
Bajaj Finserv Liquid Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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B
Bajaj Finserv Liquid Fund(M-IDCW)
Bajaj Finserv Liquid Fund shows decent potential but faces challenges in profitability and valuation metrics.
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H
HSBC Flexi Cap Fund(IDCW-Payout)
The HSBC Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a viable option for investors.
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H
HSBC Flexi Cap Fund(IDCW)
The HSBC Flexi Cap Fund shows a decent overall performance with good growth potential and profitability metrics, but it is essential to monitor execution risks.
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H
HSBC Multi Cap Fund(IDCW Payout)
The HSBC Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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H
HSBC Multi Cap Fund(IDCW)
The HSBC Multi Cap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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T
Tata Mid Cap Fund(IDCW Payout)
The Tata Mid Cap Fund shows decent growth potential but faces challenges in valuation and execution risks.
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T
Tata Mid Cap Fund(IDCW)
The Tata Mid Cap Fund shows potential but has several areas of concern that need to be addressed for better performance.
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Business Overview
The SBI PSU Fund (IDCW-Payout) 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-backed companies while receiving periodic income through dividends. This fund matters as it offers a blend of stability and growth, leveraging the strength of India's public sector. With a focus on long-term wealth creation, it caters to conservative investors seeking reliable returns.
- Invests in government-backed public sector companies
- Ideal for conservative investors seeking steady income
- Offers potential for long-term capital appreciation
- Managed by SBI, a trusted financial institution
- Focus on stability and growth in the Indian market
Investment Thesis
SBI PSU Fund stands out due to its strong backing from the State Bank of India, ensuring credibility and stability. With a significant growth trajectory in digital services, the fund is well-positioned to capitalize on the evolving market. Additionally, its attractive valuation compared to peers presents a compelling investment opportunity for retail investors.
- Strong promoter group: Backed by State Bank of India, ensuring trust and stability.
- Digital services growth: Positioned to benefit from the increasing digitalization in the financial sector.
- Attractive valuation: Offers competitive pricing compared to peer funds, enhancing potential returns.
- Diversified portfolio: Invests in a range of PSU stocks, reducing risk and increasing resilience.
- Consistent performance: Historical data shows reliable returns, appealing to long-term investors.
Opportunity vs Risk
Opportunities
- Strong government backing
- Diversified portfolio of PSUs
- Potential for high dividends
- Long-term growth prospects
- Increasing infrastructure spending
Risks ⚠️
- Market volatility in PSU stocks
- Regulatory changes impact
- Economic slowdown risks
- Dependence on government policies
- Interest rate fluctuations
Peer Perspective
SBI PSU Fund trades at a slight premium compared to peers like LIC Mutual Fund and HDFC PSU Fund. A rerating could hinge on improved margin stability and consistent growth in underlying PSU performances.
📊 Stock Investment Checklist (100 Points)
SBI PSU Fund(IDCW-Payout) • Updated: 2025-10-01 07:16:38
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10BusinessHighThe fund is invested in a sector that is evolving but faces challenges.
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10GrowthHighModerate revenue and profit growth consistency observed.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighBalance sheet shows manageable debt levels.
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6GovernanceGoodPromoter holding is stable, but some concerns on disclosures.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The SBI PSU Fund shows moderate potential but carries certain risks that need to be monitored closely.