HSBC Multi Asset Allocation Fund(IDCW)
Ticker: mf15478
Decent
72/100
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H
HSBC Multi Asset Allocation Fund(IDCW Payout)
The HSBC Multi Asset Allocation Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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M
Mirae Asset Small Cap Fund(IDCW)
The Mirae Asset Small Cap Fund shows potential for growth, but investors should be cautious of market volatility and execution risks.
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B
Baroda BNP Paribas Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth and a strong governance structure, but some risks in execution and liquidity need to be monitored.
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B
Bandhan Multi Asset Allocation Fund(IDCW Reinvest)
The fund shows potential but faces significant risks and inconsistencies in growth and profitability.
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B
Bandhan Multi Asset Allocation Fund(IDCW)
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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M
Mahindra Manulife Focused Fund(IDCW)
The fund shows potential with a decent growth outlook, but valuation concerns and execution risks warrant caution.
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M
Mahindra Manulife Focused Fund(IDCW Payout)
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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B
Bank of India Flexi Cap Fund(IDCW)
The Bank of India Flexi Cap Fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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U
UTI Infrastructure Fund(IDCW)
The UTI Infrastructure Fund shows potential but is hindered by profitability and valuation concerns. Caution is advised.
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T
Tata Infrastructure Fund(IDCW-Payout)
The Tata Infrastructure Fund shows potential in a critical sector, but faces challenges in growth consistency and valuation metrics.
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T
Tata Infrastructure Fund(IDCW)
The Tata Infrastructure Fund shows potential in a critical sector, but faces challenges in profitability and execution risks.
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L
LIC MF Money Market Fund(IDCW)
The LIC MF Money Market Fund presents a decent investment opportunity with stable returns, but investors should be cautious of market volatility and limited growth drivers.
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B
Bajaj Finserv Large and Mid Cap Fund(IDCW)
Bajaj Finserv Large and Mid Cap Fund shows potential but faces challenges in profitability and valuation metrics.
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I
ICICI Pru FMCG Fund(IDCW-Payout)
The ICICI Pru FMCG Fund shows decent potential with a solid growth trajectory and profitability metrics, but investors should be cautious of execution risks.
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I
ICICI Pru FMCG Fund(IDCW)
The ICICI Pru FMCG Fund shows decent potential in a resilient sector, but faces challenges in profitability and valuation metrics.
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S
Sundaram Flexi Cap Fund(IDCW)
The Sundaram Flexi Cap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation concerns.
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Business Overview
The HSBC Multi Asset Allocation Fund (IDCW) is designed for investors seeking a diversified investment strategy that balances risk and return. This fund allocates assets across various classes, including equity, debt, and commodities, making it ideal for those looking to invest in a single, comprehensive solution. It matters because it helps mitigate market volatility while aiming for steady growth. With professional management and a focus on long-term wealth creation, this fund is suitable for both new and seasoned investors.
- Diversified investment across multiple asset classes
- Professional management for optimal returns
- Mitigates market volatility
- Ideal for long-term wealth creation
- Suitable for both new and experienced investors
Investment Thesis
HSBC Multi Asset Allocation Fund (IDCW) stands out due to its strong promoter credibility, robust digital service growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for investors seeking diversified exposure.
- Backed by HSBC, a globally recognized financial institution with a strong reputation.
- Significant growth potential in digital services, catering to evolving investor preferences.
- Competitive valuation compared to similar funds, offering better risk-adjusted returns.
- Diversified asset allocation strategy mitigates risk while enhancing potential returns.
- Strong historical performance reinforces investor confidence in fund management.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Access to global markets
- Professional fund management expertise
- Tax benefits under Section 80C
Risks ⚠️
- Market volatility affecting returns
- Currency risk for international assets
- Management fees may reduce profits
- Regulatory changes impacting investments
- Economic downturns affecting performance
📊 Stock Investment Checklist (100 Points)
HSBC Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 03:07:47
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10BusinessHighThe fund operates in a diversified sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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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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9GovernanceHighPromoter holding is stable, but there are minor concerns regarding disclosures.
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6DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
The HSBC Multi Asset Allocation Fund shows potential with a decent score, but there are areas of concern that need monitoring.