HSBC Multi Cap Fund (IDCW Payout) is a diversified mutual fund designed to cater to investors seeking long-term capital appreciation through a mix of large, mid, and small-cap stocks. This fund is ideal for individuals looking to balance risk and return while benefiting from the growth potential of various market segments. With a focus on quality companies, it aims to provide steady income through regular payouts, making it suitable for both conservative and aggressive investors.

Diversified exposure across large, mid, and small-cap stocks
Ideal for long-term capital appreciation
Regular income through IDCW payouts
Managed by experienced fund managers
Suitable for both conservative and aggressive investors

Investment Thesis

HSBC Multi Cap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for Indian retail investors seeking long-term wealth creation.

Backed by HSBC's strong global reputation and financial stability.
Capitalizes on the growing digital services sector in India.
Offers diversified exposure across multiple market caps for balanced risk.
Valuation metrics indicate a favorable entry point compared to competitors.
Strong historical performance enhances investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across multiple sectors
Potential for high long-term returns
Regular income through IDCW payouts
Strong management team
Growing Indian economy boosts prospects

Risks ⚠️

Market volatility can affect returns
Economic downturns impact performance
Regulatory changes may affect operations
High expense ratio compared to peers
Past performance does not guarantee future results

📊 Stock Investment Checklist (100 Points)

HSBC Multi Cap Fund(IDCW Payout) • Updated: 2025-10-01 03:07:54

10

Business
High

The fund is invested in a future-ready sector with a diversified portfolio.
10

Growth
High

Consistent revenue and profit growth observed over the last few years.
10

Profitability
High

ROE and ROCE are above industry averages, indicating strong profitability.
8

Valuation
High

Valuation metrics are reasonable compared to peers, but slightly on the higher side.
7

Balance
High

The fund maintains a healthy balance sheet with manageable debt levels.
6

Governance
Good

Promoter holding is stable, but there are minor concerns regarding disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain a concern.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 48 / 100 • Decent

The HSBC Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.