Portfolio Alerts Watch List Cart

SBI Retirement Benefit Fund-Conservative Hybrid Plan

Ticker: mf13474
Decent 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

U
Unifi Liquid Fund
Score 68/100 Decent
The Unifi Liquid Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
A
Axis Conservative Hybrid Fund
Score 48/100 Risky
The Axis Conservative Hybrid Fund presents several risks with inconsistent growth and moderate profitability metrics, making it a risky investment at this time.
View details
L
LIC MF Banking & Financial Services Fund
Score 68/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and valuation. Caution is advised.
View details
U
UTI Credit Risk Fund
Score 48/100 Risky
The UTI Credit Risk Fund presents several risks with limited growth potential and profitability concerns.
View details
D
DSP Nifty Smallcap250 Quality 50 Index Fund
Score 66/100 Decent
The fund shows decent potential with a focus on quality smallcap stocks, but investors should be cautious of execution risks.
View details
B
Bank of India Short Term Income Fund
Score 48/100 Risky
The Bank of India Short Term Income Fund presents several risks with moderate growth potential, making it a risky investment at this time.
View details
N
NJ Arbitrage Fund
Score 48/100 Risky
The NJ Arbitrage Fund presents a risky investment opportunity with inconsistent growth and profitability metrics. Caution is advised.
View details
S
SBI LT Advantage Fund-VI
Score 66/100 Decent
The SBI LT Advantage Fund-VI shows decent potential with consistent growth and manageable risks, but caution is advised due to some valuation concerns.
View details
T
Tata Equity Savings Fund
Score 68/100 Decent
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
View details
B
Bandhan Credit Risk Fund
Score 56/100 Decent
The fund shows potential but faces challenges in growth consistency and market competition.
View details
E
Edelweiss Banking and PSU Debt Fund
Score 48/100 Risky
The fund shows potential but faces significant risks and lacks strong growth drivers.
View details
S
SBI FMP-57-1835D
Score 48/100 Decent
The stock shows moderate potential but carries risks that may affect future performance.
View details
I
ITI Bharat Consumption Fund
Score 48/100 Risky
The ITI Bharat Consumption Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
View details
Q
Quant ESG Integration Strategy Fund
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
View details
B
Baroda BNP Paribas Equity Savings Fund
Score 68/100 Decent
The Baroda BNP Paribas Equity Savings Fund shows potential but is hindered by inconsistent growth and moderate profitability metrics. Caution is advised for new investments.
View details
S
SBI FMP-55-1849D
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
View details

Business Overview

The SBI Retirement Benefit Fund-Conservative Hybrid Plan is designed to secure your financial future post-retirement. It combines the stability of debt instruments with the growth potential of equities, making it ideal for conservative investors seeking a balanced approach. This fund is perfect for individuals looking to build a retirement corpus while minimizing risks. With a focus on capital preservation and steady growth, it ensures that your hard-earned money works for you, providing peace of mind as you transition into retirement.

  • Designed for conservative investors
  • Balances debt and equity for stability
  • Focus on capital preservation
  • Ideal for retirement planning
  • Offers steady growth potential
  • Managed by a trusted financial institution

Opportunity vs Risk

Opportunities
  • Stable returns from conservative investments
  • Tax benefits on retirement savings
  • Diversified portfolio reduces risk
  • Suitable for risk-averse investors
  • Long-term wealth accumulation potential
Risks ⚠️
  • Market fluctuations affect returns
  • Limited growth compared to equities
  • Interest rate changes impact bonds
  • Inflation may erode purchasing power
  • Liquidity constraints on withdrawals
📊 Stock Investment Checklist (100 Points)
SBI Retirement Benefit Fund-Conservative Hybrid Plan • Updated: 2025-09-29 15:44:18
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is not robust.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 10
    Balance
    High
    Balance sheet shows reasonable debt levels and liquidity.
  • 7
    Governance
    High
    Promoter holding is stable, but some concerns over transparency.
  • 8
    Drivers
    High
    Growth drivers exist but are offset by execution risks.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but is hindered by inconsistent growth and valuation concerns. Caution is advised.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.