SBI Retirement Benefit Fund-Aggressive Hybrid Plan
Ticker: mf12971
Decent
68/100
☆ Add to Watchlist
More Options
Q
Quant Value Fund
The Quant Value Fund shows potential but faces several challenges that may hinder its growth and profitability.
View details
P
PGIM India Small Cap Fund
The PGIM India Small Cap Fund shows decent potential with a balanced approach to growth and profitability, but faces some execution risks.
View details
A
Axis Income Plus Arbitrage Active FOF
The fund shows potential but carries significant risks, particularly in execution and market sentiment.
View details
I
Invesco India Largecap Fund
The Invesco India Largecap Fund shows decent potential with a strong focus on large-cap stocks and consistent growth metrics.
View details
H
HSBC Balanced Advantage Fund
The HSBC Balanced Advantage Fund shows potential with a decent score, but investors should be cautious due to fluctuating profitability and execution risks.
View details
U
UTI Floater Fund
UTI Floater Fund presents a decent investment opportunity, but investors should be cautious of its growth potential and valuation metrics.
View details
A
Aditya Birla SL Transportation and Logistics Fund
The fund operates in a promising sector but faces challenges in profitability and execution risks.
View details
Q
Quant Momentum Fund
The Quant Momentum Fund shows decent potential with a solid growth trajectory and profitability metrics, but caution is advised due to valuation concerns and execution risks.
View details
H
HDFC Transportation and Logistics Fund
The fund shows potential for growth in a promising sector, but caution is advised due to valuation concerns and execution risks.
View details
A
Aditya Birla SL Regular Savings Fund
The fund shows decent potential with stable growth, but valuation concerns and execution risks should be monitored.
View details
A
Aditya Birla SL Regular Savings Fund(Payment)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks and market sentiment.
View details
A
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund
The fund offers a decent investment option for conservative investors seeking stability, but growth potential is limited.
View details
D
DSP Nifty Top 10 Equal Weight Index Fund
The DSP Nifty Top 10 Equal Weight Index Fund presents a decent investment opportunity with a balanced approach to growth and profitability, although some risks and valuation concerns exist.
View details
A
Axis Multi Asset Allocation Fund
The Axis Multi Asset Allocation Fund shows decent potential with moderate risks. It is suitable for investors looking for diversified exposure but should be approached with caution due to execution risks.
View details
A
Axis Aggressive Hybrid Fund
The Axis Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
H
HDFC NIFTY50 Equal Weight Index Fund
The HDFC NIFTY50 Equal Weight Index Fund presents a balanced investment opportunity with moderate growth potential, but investors should be cautious of profitability pressures and execution risks.
View details
Business Overview
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan is designed to help individuals build a robust retirement corpus through a balanced mix of equity and debt investments. This plan is ideal for young professionals and individuals looking to secure their financial future while aiming for higher returns. By investing in this fund, you can benefit from the growth potential of equities combined with the stability of debt instruments. It matters because it aligns with long-term financial goals, ensuring a comfortable retirement.
- Ideal for long-term retirement planning
- Balanced exposure to equity and debt
- Potential for higher returns
- Managed by experienced professionals
- Tax benefits under Section 80C
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for higher returns
- Tax benefits on investments
- Professional fund management
- Growing retirement planning market
Risks ⚠️
- Market volatility affects returns
- Interest rate fluctuations
- Inflation impact on real returns
- Limited liquidity compared to stocks
- Regulatory changes in fund structure
📊 Stock Investment Checklist (100 Points)
SBI Retirement Benefit Fund-Aggressive Hybrid Plan • Updated: 2025-09-29 15:43:58
-
10BusinessHighThe fund operates in a growing sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
6BalanceGoodDebt levels are manageable with adequate liquidity.
-
7GovernanceHighPromoter holding is strong with minimal pledging.
-
5DriversGoodGrowth catalysts are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is stable, but liquidity is moderate.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.