HSBC Short Duration Fund(A-IDCW Payout)

Ticker: mf15013
Decent 68/100

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Business Overview

The HSBC Short Duration Fund (A-IDCW Payout) is a dynamic investment option designed for investors seeking stable returns with moderate risk exposure. Ideal for conservative investors or those looking to diversify their portfolio, this fund primarily invests in short-duration debt instruments. It matters because it offers a balance between liquidity and yield, making it suitable for short to medium-term financial goals. With professional management and a focus on credit quality, this fund aims to provide consistent income while preserving capital.

  • Ideal for conservative investors
  • Focuses on short-duration debt instruments
  • Offers a balance of liquidity and yield
  • Managed by experienced professionals
  • Aims for consistent income and capital preservation

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

Peer Perspective

HSBC Short Duration Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, which may limit upside. A rerating could occur with improved margin stability and consistent growth in yields.
📊 Stock Investment Checklist (100 Points)
HSBC Short Duration Fund(A-IDCW Payout) • Updated: 2025-10-01 03:09:24
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is adequate, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with some execution risks.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The HSBC Short Duration Fund shows decent potential but has several areas of concern that could impact future performance.