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SBI Retirement Benefit Fund-Aggressive Plan(IDCW)

Ticker: mf15287
Decent 68/100

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H
HDFC Gilt Fund(IDCW-Reinv)
Score 68/100 Decent
The HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, but it is essential to monitor execution risks and market sentiment closely.
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H
HDFC Gilt Fund(IDCW)
Score 68/100 Decent
HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment choice.
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Q
Quant Infrastructure Fund(IDCW)
Score 68/100 Decent
The fund operates in a critical sector but faces several challenges that could impact future performance.
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H
HSBC Ultra Short Duration Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent fundamentals but faces challenges in growth and profitability, making it a cautious investment.
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H
HSBC Ultra Short Duration Fund(W-IDCW)
Score 70/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
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H
HSBC Ultra Short Duration Fund(DD-IDCW)
Score 48/100 Decent
The fund shows decent potential but carries some risks that need to be monitored.
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B
Baroda BNP Paribas Multi Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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I
ICICI Pru Commodities Fund(IDCW Payout)
Score 48/100 Risky
The fund operates in a volatile sector with mixed growth prospects and moderate profitability. Caution is advised.
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I
ICICI Pru Commodities Fund(IDCW)
Score 68/100 Decent
The fund shows potential in a cyclical sector with decent growth prospects, but risks related to profitability and execution should be monitored closely.
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B
Bandhan G-Sec-Invest(P-IDCW)Exch Reinv
Score 48/100 Risky
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan G-Sec-Invest(P-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance.
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B
Bandhan G-Sec-Invest(A-IDCW)
Score 48/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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B
Bandhan G-Sec-Invest(H-IDCW)
Score 56/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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B
Bandhan G-Sec-Invest(IDCW)
Score 66/100 Decent
The stock shows potential but faces challenges in growth consistency and market competition.
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B
Bandhan G-Sec-Invest(Q-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth prospects and weak profitability metrics, making it a risky investment.
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B
Bandhan G-Sec-Invest(Q-IDCW Reinvest)
Score 66/100 Decent
The stock shows some potential but faces challenges in growth and profitability metrics.
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Business Overview

The SBI Retirement Benefit Fund - Aggressive Plan (IDCW) is designed to help individuals build a robust retirement corpus through aggressive equity investments. Ideal for young professionals and those with a long-term investment horizon, this fund aims to maximize growth potential while balancing risk. It matters as it empowers investors to secure their financial future, ensuring a comfortable retirement. With SBI's trusted management, this fund offers a strategic approach to wealth accumulation.

  • Designed for long-term wealth creation
  • Focuses on aggressive equity investments
  • Ideal for young professionals
  • Managed by a trusted financial institution
  • Supports a secure retirement plan

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment portfolio
  • Tax benefits on contributions
  • Professional fund management
  • Rising demand for retirement funds
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Regulatory changes in pension funds
  • Inflation erodes purchasing power
  • Liquidity constraints on withdrawals
📊 Stock Investment Checklist (100 Points)
SBI Retirement Benefit Fund-Aggressive Plan(IDCW) • Updated: 2025-10-01 15:32:16
  • 10
    Business
    High
    The fund operates in a sector that is evolving but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE is decent, but OCF is fluctuating.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is stable, but disclosures could improve.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential for moderate growth but carries some risks that need to be monitored.