HSBC Small Cap Fund(IDCW)
Ticker: mf14365
Decent
66/100
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I
ICICI Pru Equity Savings Fund(Q-IDCW)
The fund shows decent potential with a balanced approach to growth and risk, but investors should be cautious of execution risks.
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I
ICICI Pru Equity Savings Fund(Q-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but some execution risks need to be monitored.
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H
HDFC Floating Rate Debt Fund(M-IDCW Reinv)
The fund shows decent potential with stable returns, but investors should be cautious of market volatility and liquidity issues.
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H
HDFC Floating Rate Debt Fund(M-IDCW)
The fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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K
Kotak Savings Fund(M-IDCW)
The Kotak Savings Fund shows decent potential with consistent growth and a solid balance sheet, but faces some execution risks and governance concerns.
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S
SBI Magnum Low Duration Fund(W-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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S
SBI Magnum Low Duration Fund(M-IDCW Payout)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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S
SBI Magnum Low Duration Fund(FN-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, though some risks remain.
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S
SBI Magnum Low Duration Fund(FN-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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S
SBI Magnum Low Duration Fund(W-IDCW)
The fund shows potential for moderate returns but carries certain risks that investors should consider.
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S
SBI Magnum Low Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but faces challenges in liquidity and governance disclosures.
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S
SBI Magnum Low Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and liquidity should be monitored.
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N
Nippon India Arbitrage Fund(M-IDCW)
The fund shows decent potential with stable operations, but growth drivers are limited and technicals are weak.
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N
Nippon India Arbitrage Fund(IDCW)
The Nippon India Arbitrage Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution challenges.
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D
DSP Large & Mid Cap Fund(IDCW)
The DSP Large & Mid Cap Fund shows decent potential with consistent growth and manageable risks, though some concerns regarding governance and execution risks should be monitored.
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D
DSP Large & Mid Cap Fund(IDCW-Reinv)
The DSP Large & Mid Cap Fund shows potential but carries several risks that may affect future performance. Investors should proceed with caution.
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Business Overview
HSBC Small Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation through exposure to small-cap companies in India. This fund is ideal for those looking to diversify their portfolio and tap into the growth potential of emerging businesses. With a focus on quality and sustainable growth, it aims to deliver attractive returns while managing risk effectively. Investing in small caps can be a strategic move for those willing to embrace market volatility for higher rewards.
- Focuses on small-cap companies with high growth potential
- Ideal for long-term investors seeking capital appreciation
- Diversifies portfolio by including emerging businesses
- Managed by experienced professionals with a robust strategy
- Aims to balance risk and returns effectively
- Aligns with India's economic growth trajectory
Investment Thesis
HSBC Small Cap Fund (IDCW) stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a robust choice for Indian retail investors seeking growth in the small-cap segment.
- Backed by HSBC, a globally recognized financial institution with a strong track record.
- Digital services are rapidly expanding, offering a substantial growth runway.
- Valuations remain attractive relative to other small-cap funds, enhancing investment appeal.
- Focus on high-potential small-cap stocks aligns with long-term wealth creation strategies.
- Diversified portfolio mitigates risks while capitalizing on emerging market trends.
Peer Perspective
HSBC Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and Kotak Small Cap Fund. A sustainable growth acceleration and margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
HSBC Small Cap Fund(IDCW) • Updated: 2025-10-01 06:11:42
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10BusinessHighThe fund is invested in small-cap companies which are generally in growth sectors, but lacks a clear moat.
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10GrowthHighThe fund has shown consistent revenue growth, but profit margins are volatile.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is inconsistent compared to net profit.
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8ValuationHighValuation metrics like P/E and P/B are higher than peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is mixed with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The HSBC Small Cap Fund shows potential for growth but comes with significant risks and concerns regarding valuation and execution.