HSBC Value Fund(IDCW-Payout)
Ticker: mf14433
Decent
68/100
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H
HSBC Value Fund(IDCW)
The HSBC Value Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of governance and execution risks.
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A
Aditya Birla SL Floating Rate Fund(W-IDCW)
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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A
Aditya Birla SL Floating Rate Fund(DD-IDCW)
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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F
Franklin India Small Cap Fund(IDCW)
The fund shows potential in the small-cap space with decent growth prospects, but faces challenges in profitability and valuation metrics.
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F
Franklin India Small Cap Fund(IDCW Payout)
The fund shows potential with a decent growth trajectory, but investors should be cautious of valuation and execution risks.
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C
Canara Rob Flexi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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B
Bandhan Banking and PSU Fund(DD-IDCW)
While Bandhan Banking shows potential in a growing sector, inconsistencies in growth and profitability metrics raise concerns. Caution is advised.
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B
Bandhan Banking and PSU Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and market competition.
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B
Bandhan Banking and PSU Fund(FN-IDCW)
While Bandhan Banking shows potential in a growing sector, it faces challenges in growth consistency and valuation, warranting cautious optimism.
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B
Bandhan Banking and PSU Fund(Q-IDCW)
The stock shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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B
Bandhan Banking and PSU Fund(M-IDCW)
Bandhan Banking shows potential but faces challenges in profitability and valuation. Investors should be cautious.
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B
Bandhan Banking and PSU Fund(IDCW Reinv)
The stock shows potential but faces challenges in growth consistency and valuation, warranting cautious investment.
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B
Bandhan Banking and PSU Fund(IDCW)
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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A
Axis Banking & PSU Debt Fund(W-IDCW)
The fund shows potential for moderate returns but comes with certain risks that need to be monitored.
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A
Axis Banking & PSU Debt Fund(M-IDCW)
The fund shows decent potential with some growth prospects, but faces challenges in profitability and valuation metrics.
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A
Axis Banking & PSU Debt Fund(DD-IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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Business Overview
HSBC Value Fund (IDCW-Payout) is a well-structured mutual fund designed for investors seeking long-term capital appreciation through equity investments. This fund focuses on undervalued stocks with strong growth potential, making it ideal for individuals looking to build wealth over time. With a disciplined investment approach, it aims to provide consistent returns while managing risk effectively. This fund is suitable for both seasoned investors and newcomers aiming for a balanced portfolio.
- Focuses on undervalued stocks
- Ideal for long-term investors
- Aims for capital appreciation
- Disciplined investment strategy
- Helps in wealth creation
- Suitable for diverse investment portfolios
Investment Thesis
HSBC Value Fund stands out with its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a strong contender for investors seeking stability and growth in the evolving financial landscape.
- Backed by HSBC, a globally recognized and trusted financial institution.
- Strong focus on digital services, tapping into the growing trend of online investments.
- Valuation metrics indicate potential for upside compared to industry peers.
- Proven track record of performance and fund management excellence.
- Diversified portfolio strategy aimed at long-term capital appreciation.
Peer Perspective
HSBC Value Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC Mutual Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
HSBC Value Fund(IDCW-Payout) • Updated: 2025-10-01 06:12:29
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10BusinessHighThe fund operates in a stable sector but lacks a clear competitive moat.
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10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
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10ProfitabilityHighROE and ROCE are moderate, with OCF showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels but limited reserves.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding transparency.
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5DriversGoodGrowth drivers are limited, with execution risks present in market conditions.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The HSBC Value Fund shows potential but faces challenges in growth consistency and valuation metrics.