HSBC Small Cap Fund(IDCW-Reinv)
Ticker: mf14364
Decent
68/100
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H
HSBC Small Cap Fund(IDCW)
The HSBC Small Cap Fund shows potential for growth but comes with significant risks and concerns regarding valuation and execution.
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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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Business Overview
HSBC Small Cap Fund (IDCW-Reinv) is designed for investors seeking long-term capital appreciation through investments in small-cap companies. This fund is ideal for those looking to diversify their portfolio and tap into the growth potential of emerging businesses in India. With a focus on quality and robust research, it aims to deliver superior returns over time. Investing in this fund can help you capitalize on the dynamic Indian economy and benefit from the growth of smaller enterprises.
- Targeted at long-term capital appreciation
- Focus on small-cap companies with high growth potential
- Ideal for portfolio diversification
- Managed by experienced investment professionals
- Benefits from India's dynamic economic landscape
Investment Thesis
HSBC Small Cap Fund offers a compelling investment opportunity with a strong promoter backing and a credible track record. The fund is well-positioned to capitalize on the growth of digital services, which is set to expand significantly. Additionally, its attractive valuation compared to peers makes it an appealing choice for retail investors seeking growth in the small-cap segment.
- Strong backing from HSBC, a reputable global financial institution.
- Significant growth potential in digital services sector.
- Attractive valuation metrics compared to industry peers.
- Focus on small-cap stocks with high growth potential.
- Diversified portfolio aimed at maximizing returns for investors.
Peer Perspective
HSBC Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and Axis Small Cap Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
HSBC Small Cap Fund(IDCW-Reinv) • Updated: 2025-10-01 06:11:33
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10BusinessHighThe fund is invested in small-cap companies which are often in growth sectors, but the overall sector is volatile.
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10GrowthHighThe fund has shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but cash flow can be inconsistent.
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8ValuationHighValuation metrics are reasonable compared to peers, but some stocks in the portfolio are overvalued.
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7BalanceHighThe fund maintains a healthy balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is decent, but there are concerns about transparency in disclosures.
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5DriversGoodThere are growth catalysts, but execution risks remain high in small-cap investments.
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5TechnicalsGoodMarket sentiment is mixed, with some liquidity issues observed.
Final Score & Verdict
Score 68 / 100
• Decent
The HSBC Small Cap Fund shows potential for growth but carries inherent risks typical of small-cap investments. Caution is advised.