HDFC Equity Savings Fund(IDCW-Reinv)
Ticker: mf14905
Decent
68/100
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H
HDFC Equity Savings Fund(IDCW)
HDFC Equity Savings Fund shows decent potential for growth with a stable outlook, but investors should remain cautious of execution risks.
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N
Nippon India Banking and PSU Fund(Q-IDCW)
The fund shows potential with a decent score, but investors should be cautious of execution risks and governance issues.
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N
Nippon India Banking and PSU Fund(M-IDCW)
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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N
Nippon India Banking and PSU Fund(W-IDCW)
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and execution risks.
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N
Nippon India Banking and PSU Fund(IDCW)
The fund is positioned well within a stable sector with consistent growth and profitability metrics, making it a decent investment option.
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I
Invesco India Money Market Fund(DD-IDCW)
Invesco India Money Market Fund presents a decent investment opportunity with stable returns, but growth potential is limited.
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I
Invesco India Money Market Fund(M-IDCW)
The fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the market conditions.
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I
Invesco India Money Market Fund(IDCW)
The fund shows decent stability with moderate growth potential, but risks remain in terms of execution and market sentiment.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW)
The fund shows potential but carries risks that need to be monitored closely.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW Reinvest)
The fund shows potential for moderate growth, but investors should be cautious due to some governance and execution risks.
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M
Mahindra Manulife Multi Cap Fund(IDCW-Payout)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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M
Mahindra Manulife Multi Cap Fund(IDCW)
The Mahindra Manulife Multi Cap Fund shows decent potential with consistent growth and manageable risks, but lacks a strong competitive edge.
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D
DSP Savings Fund(IDCW-Reinv)
The DSP Savings Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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D
DSP Savings Fund(M-IDCW Reinv)
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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D
DSP Savings Fund(DD-IDCW)
The DSP Savings Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment at this time.
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D
DSP Savings Fund(IDCW)
The DSP Savings Fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
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Business Overview
HDFC Equity Savings Fund is a balanced mutual fund designed for investors seeking a blend of equity and fixed-income exposure. Ideal for conservative investors looking to achieve capital appreciation with reduced risk, this fund strategically invests in a mix of equities, debt, and derivatives. Its disciplined approach aims to provide steady returns while managing volatility. With a strong track record and experienced management, this fund is a reliable choice for those aiming to grow their wealth over time.
- Balanced exposure to equities and fixed income
- Ideal for conservative investors
- Aims for capital appreciation with reduced risk
- Managed by experienced professionals
- Strong historical performance
- Regular reinvestment of dividends for compounding growth
Investment Thesis
This stock stands out for credible backing, growing digital opportunities, and a valuation that appears attractive versus peers.
- Strong promoter group → added credibility
- Digital services growth → future demand driver
- Attractive valuation → trading cheaper vs peers
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for steady returns
- Tax benefits on equity investments
- Professional fund management
Risks ⚠️
- Market volatility impacts returns
- Management fees reduce profits
- Limited liquidity in downturns
- Regulatory changes affecting funds
- Economic slowdown risks
Peer Perspective
HDFC Equity Savings Fund trades at a slight premium compared to peers like ICICI Prudential Equity Savings Fund and Aditya Birla Sun Life Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth.
📊 Stock Investment Checklist (100 Points)
HDFC Equity Savings Fund(IDCW-Reinv) • Updated: 2025-10-01 02:53:24
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10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighStrong balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is stable, with good disclosure practices.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The HDFC Equity Savings Fund shows a decent overall score with consistent growth and profitability metrics, making it a viable option for investors seeking moderate risk.