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SBI Small Cap Fund(IDCW Payout)

Ticker: mf14142
Decent 66/100

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S
SBI Small Cap Fund(IDCW)
Score 48/100 Risky
The SBI Small Cap Fund presents a risky investment opportunity with potential for growth but significant volatility and execution risks.
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M
Motilal Oswal Midcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent growth potential but faces challenges in valuation and execution risks.
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A
Axis ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The Axis ELSS Tax Saver Fund shows decent potential for growth with a solid foundation, but investors should be cautious of execution risks.
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I
ICICI Pru Corp Bond Fund(Q-IDCW Payout)
Score 68/100 Decent
The fund shows solid fundamentals and growth potential, making it a decent investment option.
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I
ICICI Pru Corp Bond Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and market sentiment.
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I
ICICI Pru Corp Bond Fund(Q-IDCW)
Score 72/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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I
ICICI Pru Corp Bond Fund(M-IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by inconsistent growth and average profitability metrics.
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A
Axis Large Cap Fund(IDCW)
Score 68/100 Decent
The Axis Large Cap Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance transparency.
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S
SBI Large & Midcap Fund(IDCW Payout)
Score 72/100 Decent
The fund shows decent potential but carries risks related to growth consistency and valuation metrics.
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S
SBI Large & Midcap Fund(IDCW)
Score 68/100 Decent
The SBI Large & Midcap Fund shows decent potential with some growth opportunities, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout)
Score 48/100 Decent
The fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the existing risks.
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I
ICICI Pru Equity-Arbitrage Fund(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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A
Axis Midcap Fund(IDCW)
Score 68/100 Decent
The Axis Midcap Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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N
Nippon India Liquid Fund(M-IDCW)
Score 68/100 Decent
Nippon India Liquid Fund shows decent potential with stable growth and a strong liquidity position, but investors should be cautious of market volatility and governance concerns.
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N
Nippon India Liquid Fund(W-IDCW)
Score 68/100 Decent
Nippon India Liquid Fund shows decent potential with stable growth and profitability metrics, but it faces some execution risks and valuation concerns.
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N
Nippon India Liquid Fund(Q-IDCW)
Score 70/100 Decent
The Nippon India Liquid Fund shows decent stability and growth potential, but faces challenges in a competitive environment.
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Business Overview

SBI Small Cap Fund (IDCW Payout) is a dynamic mutual fund designed to invest primarily in small-cap stocks, offering significant growth potential for investors seeking long-term capital appreciation. Ideal for risk-tolerant investors looking to diversify their portfolio, this fund focuses on companies with high growth prospects. With SBI's trusted management and robust research capabilities, this fund aims to deliver attractive returns over time, making it a valuable addition to any investment strategy.

  • Invests in high-growth small-cap stocks
  • Ideal for long-term capital appreciation
  • Managed by SBI's experienced team
  • Aims to diversify investment portfolios
  • Potential for significant returns
  • Suitable for risk-tolerant investors

Investment Thesis

SBI Small Cap Fund presents a compelling investment opportunity, backed by the credibility of the SBI promoter group. With a robust digital services growth trajectory and attractive valuations compared to peers, this fund is well-positioned to capture market potential and deliver significant returns for investors.

  • Strong backing from the reputable SBI promoter group enhances credibility.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to peer funds indicate potential upside.
  • Diversified portfolio mitigates risks associated with small-cap investments.
  • Focus on emerging sectors positions the fund for long-term growth.

Opportunity vs Risk

Opportunities
  • High growth potential in small caps
  • Diversification in equity investments
  • Strong historical performance
  • Rising retail participation in markets
Risks ⚠️
  • Market volatility in small caps
  • Economic downturn impacts performance
  • Liquidity concerns in smaller stocks
  • Regulatory changes affecting funds

Peer Perspective

SBI Small Cap Fund trades at a slight premium compared to peers like HDFC Small Cap Fund and ICICI Prudential Small Cap Fund, necessitating consistent growth acceleration and margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
SBI Small Cap Fund(IDCW Payout) • Updated: 2025-10-01 22:25:04
  • 10
    Business
    High
    The small-cap sector shows potential but faces volatility.
  • 10
    Growth
    High
    Moderate revenue growth observed, but consistency is a concern.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Balance sheet shows manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is mixed with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The SBI Small Cap Fund shows decent potential but is subject to market volatility and execution risks.