HDFC Multi-Asset Fund
Ticker: mf12677
Decent
72/100
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Business Overview
HDFC Multi-Asset Fund is a dynamic investment option designed for investors seeking diversification across multiple asset classes, including equities, fixed income, and gold. This fund is ideal for those looking to balance risk and return while benefiting from professional fund management. It matters because it offers a comprehensive approach to investing, catering to various market conditions and individual financial goals. With a focus on long-term wealth creation, this fund aims to provide stability and growth for your investment portfolio.
- Diversified exposure across equities, bonds, and gold
- Managed by experienced professionals
- Aims for long-term wealth creation
- Suitable for risk-averse and growth-focused investors
- Helps in balancing market volatility
Investment Thesis
HDFC Multi-Asset Fund stands out due to its strong promoter group and established credibility in the financial sector. With the ongoing digital services growth, the fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking diversified exposure.
- Strong backing from HDFC Group, enhancing trust and reliability.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers, presenting a buying opportunity.
- Diversified asset allocation strategy reduces risk and enhances returns.
- Proven track record of performance in various market conditions.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for high long-term returns
- Professional fund management expertise
- Growing interest in multi-asset strategies
Risks ⚠️
- Market volatility affecting returns
- Management fees may reduce profits
- Regulatory changes impacting investments
- Liquidity concerns in certain assets
Peer Perspective
HDFC Multi-Asset Fund trades at a slight premium compared to peers like ICICI Prudential Multi-Asset Fund and Axis Multi-Asset Fund. A rerating could occur if it demonstrates consistent margin stability and robust growth in AUM.
📊 Stock Investment Checklist (100 Points)
HDFC Multi-Asset Fund • Updated: 2025-09-29 12:21:04
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10BusinessHighThe fund operates in a diversified investment sector, which is future-ready but lacks a strong moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, with minimal pledging and good disclosures.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
HDFC Multi-Asset Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.