HSBC Multi Asset Active FOF(IDCW Payout)

Ticker: mf17508
Decent 66/100

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Business Overview

The HSBC Multi Asset Active Fund of Funds (IDCW Payout) is designed for investors seeking a diversified investment strategy that balances risk and return. This fund invests across various asset classes, including equities, fixed income, and gold, making it ideal for those looking to achieve long-term financial goals with a moderate risk profile. With professional management and strategic asset allocation, it aims to provide steady income and capital appreciation, catering to both new and seasoned investors in the Indian market.

  • Diversified investment across multiple asset classes
  • Managed by experienced professionals
  • Focus on long-term capital appreciation
  • Ideal for moderate risk investors
  • Provides regular income through IDCW payouts

Investment Thesis

HSBC Multi Asset Active FOF presents a compelling opportunity for Indian retail investors due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns in a dynamic market.

  • Backed by HSBC, a globally trusted financial institution with a strong track record.
  • Capitalizes on the growing demand for digital financial services in India.
  • Offers a diversified investment approach, reducing risk while enhancing returns.
  • Valuation metrics indicate it is competitively priced against similar funds.
  • Strong performance history suggests reliable returns for investors.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Experienced fund management team
  • Access to global markets
  • Suitable for risk-averse investors
Risks ⚠️
  • Market volatility affecting returns
  • Currency fluctuation impacts
  • Management fees may reduce profits
  • Economic downturn risks
  • Limited growth potential in low interest rate environment
📊 Stock Investment Checklist (100 Points)
HSBC Multi Asset Active FOF(IDCW Payout) • Updated: 2025-10-01 03:07:22
  • 10
    Business
    High
    The fund operates in a diversified asset management sector, which is future-ready but lacks a strong competitive moat.
  • 10
    Growth
    High
    The fund has shown moderate revenue and profit growth, but consistency is variable.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but there are concerns about future growth potential.
  • 7
    Balance
    High
    The balance sheet is relatively strong with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding transparency.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The HSBC Multi Asset Active FOF shows decent potential with moderate growth and profitability metrics, but it faces execution risks and lacks a strong competitive edge.