SBI US Specific Equity Active FoF(IDCW)
Ticker: mf15978
Decent
66/100
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Nippon India Multi-Asset Omni FoF(IDCW)
The Nippon India Multi-Asset Omni FoF presents a decent investment opportunity with a diversified approach and stable growth metrics, though some risks need to be monitored.
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H
HDFC Non-Cyclical Consumer Fund(IDCW Reinvest)
The HDFC Non-Cyclical Consumer Fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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H
HDFC Non-Cyclical Consumer Fund(IDCW)
The fund shows decent fundamentals but faces challenges in growth and valuation. Caution is advised.
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Axis Global Equity Alpha FoF(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and valuation exist.
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Invesco India Balanced Advantage Fund(IDCW)
The Invesco India Balanced Advantage Fund shows a decent score with potential for growth, but investors should be cautious of execution risks.
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Aditya Birla SL Mfg. Equity Fund(IDCW-Reinv)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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Aditya Birla SL Mfg. Equity Fund(IDCW)
The fund exhibits several weaknesses in growth consistency and profitability, making it a risky investment at this time.
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D
DSP NIFTY Next 50 Index Fund(IDCW-Reinv)
The DSP NIFTY Next 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and risk, though investors should remain cautious of market volatility.
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D
DSP NIFTY Next 50 Index Fund(IDCW)
The DSP NIFTY Next 50 Index Fund shows a decent score reflecting a balanced approach to growth and profitability, but investors should be cautious of valuation and governance aspects.
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A
Aditya Birla SL Credit Risk Fund(IDCW-Reinv)
The fund shows potential but faces challenges in growth consistency and valuation metrics, warranting cautious investment.
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Aditya Birla SL Credit Risk Fund(IDCW)
The fund shows decent potential but faces challenges in growth and profitability metrics.
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B
Bandhan Financial Services Fund(IDCW Reinvest)
The fund shows potential but faces challenges in profitability and growth consistency. Caution is advised.
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B
Bandhan Financial Services Fund(IDCW)
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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U
Union Innovation & Opp Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.
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U
Union Innovation & Opp Fund(IDCW Payout)
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
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Business Overview
SBI US Specific Equity Active FoF (IDCW) is a mutual fund designed for Indian investors seeking exposure to the US equity market. This fund focuses on investing in high-quality US companies, providing diversification and potential growth opportunities. It is ideal for investors looking to enhance their portfolios with international equities while benefiting from professional management.
- Invests in high-quality US companies
- Provides diversification in global markets
- Managed by experienced professionals
- Ideal for long-term wealth creation
- Focuses on capital appreciation and income generation
Investment Thesis
SBI US Specific Equity Active FoF(IDCW) presents a compelling investment opportunity due to its strong backing from the SBI group, a trusted name in Indian finance. The fund capitalizes on the growth of digital services in the US, offering significant upside potential. Additionally, its attractive valuation compared to peers makes it a prudent choice for retail investors seeking exposure to US equities.
- Strong promoter group: Backed by the reputable SBI brand.
- Digital services growth: Capitalizes on the booming US tech sector.
- Attractive valuation: Positioned favorably compared to peer funds.
- Diversification: Offers Indian investors exposure to US equity markets.
- Long-term potential: Aligns with global economic trends and digital transformation.
Peer Perspective
SBI US Specific Equity Active FoF trades at a slight premium compared to peers like HDFC US Equity Fund and ICICI US Equity Fund. A sustained growth acceleration in U.S. equities could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI US Specific Equity Active FoF(IDCW) • Updated: 2025-10-01 07:17:33
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10BusinessHighThe fund is focused on US equities which are in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed in the underlying US equities.
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10ProfitabilityHighROE and ROCE metrics are strong, but OCF is slightly lower than net profit.
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8ValuationHighValuation ratios are reasonable compared to peers, but some stocks are overvalued.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is mixed with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The SBI US Specific Equity Active FoF(IDCW) presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and execution risks.