SBI Retirement Benefit Fund-Aggressive Hybrid Plan(IDCW)
Ticker: mf15692
Decent
48/100
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More Options
B
Bajaj Finserv Large Cap Fund(IDCW)
Bajaj Finserv Large Cap Fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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Q
Quant Value Fund(IDCW)
The Quant Value Fund shows decent potential with strong fundamentals and growth prospects, but investors should remain cautious of execution risks.
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M
Mirae Asset Equity Savings Fund(IDCW)
The Mirae Asset Equity Savings Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.
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P
PGIM India Small Cap Fund(IDCW)
The fund has potential but is subject to market volatility and inconsistent growth patterns.
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A
Axis Income Plus Arbitrage Active FOF(A-IDCW)
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
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A
Axis Income Plus Arbitrage Active FOF(Q-IDCW)
The fund shows potential but is hindered by inconsistent growth and execution risks. Caution is advised for new investments.
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A
Axis Income Plus Arbitrage Active FOF(H-IDCW)
The fund shows decent potential but is hindered by inconsistent profitability and moderate growth prospects. Investors should proceed with caution.
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A
Axis Income Plus Arbitrage Active FOF(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
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A
Axis Income Plus Arbitrage Active FOF(IDCW)
The fund presents a risky investment opportunity with several concerns regarding growth and market sentiment.
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I
Invesco India Largecap Fund(IDCW)
The Invesco India Largecap Fund shows decent potential with consistent growth and profitability metrics, though some risks in valuation and governance exist.
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H
HSBC Balanced Advantage Fund(IDCW-Payout)
The HSBC Balanced Advantage Fund shows potential but faces challenges in profitability and valuation. Caution is advised for new investors.
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H
HSBC Balanced Advantage Fund(IDCW)
The fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.
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Q
Quant Momentum Fund(IDCW)
The fund shows decent potential with consistent growth and a strong position in a future-ready sector, but some risks in execution and liquidity should be monitored.
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H
HDFC Transportation and Logistics Fund(IDCW Reinvest)
The fund shows potential for growth in a promising sector, but caution is advised due to valuation concerns and execution risks.
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H
HDFC Transportation and Logistics Fund(IDCW)
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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A
Aditya Birla SL Regular Savings Fund(M-IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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Business Overview
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan (IDCW) is designed to help individuals build a robust retirement corpus through a mix of equity and debt investments. Ideal for those seeking long-term growth while balancing risk, this fund aims to provide financial security in retirement. With professional management and a focus on capital appreciation, it stands out as a reliable choice for future planning.
- Designed for retirement planning
- Balanced approach with equity and debt
- Professional fund management
- Focus on long-term capital growth
- Suitable for risk-tolerant investors
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment approach
- Tax benefits on long-term gains
- Exposure to equity and debt
- Suitable for retirement planning
Risks ⚠️
- Market volatility affects returns
- Interest rate fluctuations
- Limited liquidity compared to stocks
- Management fees may reduce gains
- Regulatory changes impact funds
📊 Stock Investment Checklist (100 Points)
SBI Retirement Benefit Fund-Aggressive Hybrid Plan(IDCW) • Updated: 2025-10-01 07:17:15
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10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are average, with operating cash flow sometimes lagging behind net profit.
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8ValuationHighValuation metrics are slightly above average compared to peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns about transparency in disclosures.
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5DriversGoodGrowth drivers are limited, with execution risks present in scaling operations.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity impacting price action.
Final Score & Verdict
Score 48 / 100
• Decent
The fund presents a decent investment opportunity but carries several risks that need to be monitored closely.