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HSBC Ultra Short Duration Fund(W-IDCW)

Ticker: mf15293
Decent 70/100

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H
HSBC Ultra Short Duration Fund(DD-IDCW)
Score 48/100 Decent
The fund shows decent potential but carries some risks that need to be monitored.
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B
Baroda BNP Paribas Multi Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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I
ICICI Pru Commodities Fund(IDCW Payout)
Score 48/100 Risky
The fund operates in a volatile sector with mixed growth prospects and moderate profitability. Caution is advised.
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I
ICICI Pru Commodities Fund(IDCW)
Score 68/100 Decent
The fund shows potential in a cyclical sector with decent growth prospects, but risks related to profitability and execution should be monitored closely.
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B
Bandhan G-Sec-Invest(P-IDCW)Exch Reinv
Score 48/100 Risky
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
View details
B
Bandhan G-Sec-Invest(P-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance.
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B
Bandhan G-Sec-Invest(A-IDCW)
Score 48/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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B
Bandhan G-Sec-Invest(H-IDCW)
Score 56/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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B
Bandhan G-Sec-Invest(IDCW)
Score 66/100 Decent
The stock shows potential but faces challenges in growth consistency and market competition.
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B
Bandhan G-Sec-Invest(Q-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth prospects and weak profitability metrics, making it a risky investment.
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B
Bandhan G-Sec-Invest(Q-IDCW Reinvest)
Score 66/100 Decent
The stock shows some potential but faces challenges in growth and profitability metrics.
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B
Bandhan G-Sec-Invest(IDCW-Reinv)
Score 48/100 Decent
The stock shows potential but carries significant risks that need to be monitored closely.
View details
K
Kotak Business Cycle Fund(IDCW)
Score 68/100 Decent
The Kotak Business Cycle Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.
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K
Kotak Business Cycle Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Business Cycle Fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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H
HDFC Business Cycle Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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H
HDFC Business Cycle Fund(IDCW)
Score 68/100 Decent
The HDFC Business Cycle Fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and governance should be monitored.
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Business Overview

The HSBC Ultra Short Duration Fund (W-IDCW) is designed for investors seeking a low-risk investment option with the potential for better returns than traditional savings accounts. Ideal for those looking to park their funds for a short period while still earning reasonable interest, this fund focuses on short-duration debt instruments. It matters because it offers liquidity and capital preservation, making it suitable for conservative investors and those needing quick access to funds.

  • Low-risk investment option
  • Ideal for short-term financial goals
  • Focus on short-duration debt instruments
  • Offers liquidity and capital preservation
  • Potential for better returns than savings accounts
  • Suitable for conservative investors

Investment Thesis

HSBC Ultra Short Duration Fund presents a compelling investment opportunity due to its strong backing from a reputable promoter group, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver consistent returns while managing risks effectively.

  • Strong credibility from HSBC, a globally recognized financial institution.
  • Robust digital services growth, catering to evolving investor needs.
  • Attractive valuation metrics compared to similar funds in the market.
  • Focus on capital preservation while aiming for reasonable returns.
  • Ideal for conservative investors seeking stability in their portfolio.

Peer Perspective

HSBC Ultra Short Duration Fund (W-IDCW) trades at a slight premium compared to peers like ICICI Prudential Ultra Short Term Fund and HDFC Ultra Short Term Fund. A rerating could occur with improved margin stability.
📊 Stock Investment Checklist (100 Points)
HSBC Ultra Short Duration Fund(W-IDCW) • Updated: 2025-10-01 06:12:20
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is slightly lower than net profit.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 8
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 3
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100 • Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.