Portfolio Alerts Watch List Cart

TRUSTMF Banking & PSU Fund(Q-IDCW)

Ticker: mf17218

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

TRUSTMF Banking & PSU Fund(M-IDCW)

Score 68/100 Decent

The fund is positioned well within a stable sector with decent growth prospects, but some governance concerns and execution risks should be monitored.

TRUSTMF Banking & PSU Fund(W-IDCW)

Score 68/100 Decent

The fund is positioned well within a stable sector, showing decent growth and profitability metrics, though some governance and execution risks remain.

TRUSTMF Banking & PSU Fund(DD-IDCW)

Score 48/100 Decent

The fund has a decent score but faces several challenges that could impact future performance. Caution is advised.

Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF(IDCW)

Score 48/100 Risky

The fund exhibits several weaknesses in growth potential and profitability, making it a risky investment.

Shriram Flexi Cap Fund(IDCW)

Score 48/100 Decent

The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.

Shriram Flexi Cap Fund(IDCW-Payout)

Score 66/100 Decent

The Shriram Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks in governance and execution should be monitored.

HSBC Nifty Next 50 Index Fund(IDCW)

Score 56/100 Decent

The HSBC Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth metrics, though some risks remain.

HSBC Nifty Next 50 Index Fund(IDCW Payout)

Score 56/100 Decent

The HSBC Nifty Next 50 Index Fund shows decent potential with a diversified portfolio and consistent growth, but investors should be cautious of market volatility and execution risks.

Sundaram Global Brand Theme - Equity Active FoF(IDCW)

Score 48/100 Decent

The fund has a decent score, indicating potential for growth but with notable risks that need to be monitored.

Bandhan Nifty200 Momentum 30 Index Fund(IDCW Reinvest)

Score 66/100 Decent

The fund presents a decent investment opportunity with growth potential, but investors should be cautious of its volatility and execution risks.

Bandhan Nifty200 Momentum 30 Index Fund(IDCW)

Score 58/100 Decent

The fund shows decent potential with a balanced approach to growth and profitability, but faces challenges in market sentiment and execution risks.

JM Overnight Fund(W-IDCW)

Score 48/100 Decent

The JM Overnight Fund shows moderate potential but faces challenges in profitability and valuation. Investors should proceed with caution.

JM Overnight Fund(DD-IDCW)

Score 72/100 Decent

The JM Overnight Fund shows decent stability but lacks strong growth drivers and profitability metrics to warrant a strong buy recommendation.

SBI FMP-78-1170D(IDCW)

Score 68/100 Decent

The stock shows decent fundamentals but lacks strong growth drivers and faces some risks.

DSP FMP 268-1281D(IDCW)

Score 68/100 Decent

The stock shows moderate potential but is hindered by inconsistent growth and average profitability metrics.

Taurus Mid Cap Fund(IDCW)

Business Overview

The TRUSTMF Banking & PSU Fund is a mutual fund designed for investors seeking exposure to the banking and public sector undertakings in India. This fund aims to capitalize on the growth potential of these sectors, making it an ideal choice for conservative investors looking for stability and moderate returns. It matters because it provides a diversified investment option in essential industries, ensuring a balanced portfolio.

Focuses on banking and PSU sectors
Ideal for conservative investors
Offers potential for moderate returns
Diversifies investment portfolio
Managed by experienced professionals

Investment Thesis

TRUSTMF Banking & PSU Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the expanding banking and PSU sectors, making it a smart choice for retail investors seeking stability and growth.

Strong backing from a reputable promoter group enhances trust and credibility.
Significant growth potential in digital banking services aligns with market trends.
Attractive valuation metrics compared to peer funds indicate potential for upside.
Focus on banking and PSU sectors offers stability and consistent returns.
Well-diversified portfolio mitigates risks associated with individual stocks.

Peer Perspective

TRUSTMF Banking & PSU Fund trades at a slight premium compared to peers like SBI Mutual Fund and ICICI Prudential. A sustained improvement in margin stability could trigger a rerating, appealing to conservative investors.

📊 Stock Investment Checklist (100 Points)

TRUSTMF Banking & PSU Fund(Q-IDCW) • Updated: 2025-10-01 07:32:19

10

Business
High

Banking and PSU sectors are generally stable but face regulatory risks.
10

Growth
High

Moderate revenue growth observed, but inconsistent profit margins.
10

Profitability
High

ROE and ROCE are decent, but cash flow is volatile.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but some concerns over transparency.
5

Drivers
Good

Growth drivers are present but execution risks are significant.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows potential but carries risks that may affect performance. Caution is advised.