HSBC Arbitrage Fund(Q-IDCW)
Ticker: mf15430
Decent
68/100
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H
HSBC Arbitrage Fund(M-IDCW Payout)
The fund shows decent potential but lacks strong growth drivers and profitability metrics.
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H
HSBC Arbitrage Fund(Q-IDCW Payout)
The HSBC Arbitrage Fund shows moderate potential but faces challenges in growth consistency and valuation metrics.
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H
HSBC Arbitrage Fund(M-IDCW)
The HSBC Arbitrage Fund shows potential but faces challenges in growth consistency and market sentiment.
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A
Aditya Birla SL Quant Fund(IDCW)
The Aditya Birla SL Quant Fund shows decent potential with consistent growth and a strong governance structure, but attention should be paid to liquidity and execution risks.
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N
NJ Flexi Cap Fund(IDCW)
The NJ Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and valuation metrics.
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U
Union Flexi Cap Fund(IDCW)
The Union Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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U
Union Flexi Cap Fund(IDCW-Reinv)
The fund shows potential with a decent growth outlook, but investors should be cautious of execution risks and governance issues.
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F
Franklin India Dividend Yield Fund(IDCW)
The fund is a decent option for investors seeking stable dividend income, but growth potential is limited.
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F
Franklin India Dividend Yield Fund(IDCW Payout)
The fund shows moderate potential but is hindered by inconsistent growth and valuation concerns.
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K
Kotak Infra & Eco Reform Fund(IDCW-Payout)
The fund shows potential in a future-ready sector but faces challenges in growth consistency and valuation metrics.
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K
Kotak Infra & Eco Reform Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.
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B
Baroda BNP Paribas Money Market Fund(M-IDCW)
The fund shows decent stability but lacks strong growth drivers and compelling valuation metrics.
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B
Baroda BNP Paribas Money Market Fund(W-IDCW)
The fund shows moderate stability but lacks strong growth prospects, making it a risky investment.
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B
Baroda BNP Paribas Money Market Fund(DD-IDCW)
The fund is positioned well within its sector, showing decent growth and stability, but faces challenges in profitability and governance transparency.
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E
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund(IDCW)
The fund presents a cautious investment opportunity with moderate risks and limited growth potential.
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I
ICICI Pru Housing Opp Fund(IDCW)
The fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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Business Overview
The HSBC Arbitrage Fund (Q-IDCW) is a dynamic investment option designed for investors seeking stability and consistent returns through arbitrage opportunities in the equity markets. Ideal for risk-averse investors, this fund aims to capitalize on price discrepancies between cash and derivative markets, ensuring minimal volatility. With a focus on capital preservation, it serves as an excellent addition to a diversified portfolio, offering liquidity and regular income.
- Designed for risk-averse investors
- Capitalizes on market price discrepancies
- Focus on capital preservation
- Offers regular income through dividends
- Enhances portfolio diversification
Investment Thesis
HSBC Arbitrage Fund (Q-IDCW) presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns in a volatile market environment.
- Backed by HSBC, a globally recognized financial institution with a strong track record.
- Capitalizes on the growing trend of digital services, enhancing customer engagement and efficiency.
- Offers attractive valuation metrics, making it a cost-effective choice for investors.
- Focuses on arbitrage opportunities, aiming for consistent returns with lower risk.
- Ideal for investors seeking stability and growth in uncertain market conditions.
Opportunity vs Risk
Opportunities
- Diversified investment across multiple assets
- Potential for steady income generation
- Strong historical performance track record
- Access to global markets exposure
Risks ⚠️
- Market volatility affecting returns
- Regulatory changes impacting operations
- Currency fluctuations risk
- Management fees may reduce profits
Peer Perspective
HSBC Arbitrage Fund trades at a slight premium compared to peers like ICICI Prudential Arbitrage Fund and Nippon India Arbitrage Fund. A rerating could occur with improved margin stability and consistent growth in arbitrage opportunities.
📊 Stock Investment Checklist (100 Points)
HSBC Arbitrage Fund(Q-IDCW) • Updated: 2025-10-01 03:01:04
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent over recent quarters.
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10ProfitabilityHighROE and ROCE are moderate, with cash flow showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The HSBC Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.