HDFC Charity Fund for Cancer Cure-Direct Plan-(50% IDCW Donation Option)

Ticker: mf17020
Decent 48/100

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Business Overview

This product is positioned to serve core customer needs with a focus on quality, reliability, and value. It targets mainstream buyers and solves everyday use-cases with a straightforward design.

  • Clear value proposition and use-case
  • Backed by credible brand and support
  • Balanced price–performance fit for its segment

Investment Thesis

HDFC Charity Fund for Cancer Cure stands out due to its strong promoter credibility, robust digital service growth potential, and attractive valuation compared to peers. This fund not only contributes to a noble cause but also offers investors a promising opportunity for capital appreciation.

  • Backed by HDFC's strong reputation and extensive experience in financial services.
  • Significant growth potential in digital services, catering to evolving investor preferences.
  • Valuation metrics indicate it is competitively priced against similar funds in the market.
  • Focus on cancer cure aligns with socially responsible investing trends.
  • Potential for long-term capital appreciation while supporting a charitable cause.

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Growing healthcare sector
  • Tax benefits on donations
  • Potential for long-term capital appreciation
  • Positive social impact
Risks ⚠️
  • Market volatility affects returns
  • Regulatory changes in charity funds
  • Limited liquidity for investors
  • Dependence on donor contributions
  • Economic downturn impact on donations

Peer Perspective

HDFC Charity Fund for Cancer Cure trades at a premium compared to peers like SBI Charity Fund and ICICI Charity Fund. A rerating could occur with sustained growth in donations and improved margin stability.
📊 Stock Investment Checklist (100 Points)
HDFC Charity Fund for Cancer Cure-Direct Plan-(50% IDCW Donation Option) • Updated: 2025-10-01 06:01:45
  • 10
    Business
    High
    The fund operates in a socially responsible sector with a clear model focused on cancer care.
  • 8
    Growth
    High
    Revenue growth is consistent, but profit growth is moderate due to high operational costs.
  • 6
    Profitability
    Good
    ROE and ROCE are acceptable, but OCF is lower than net profit, indicating potential cash flow issues.
  • 5
    Valuation
    Good
    Valuation metrics are reasonable compared to peers, but not compelling.
  • 7
    Balance
    High
    The balance sheet is stable with low debt, but liquidity could be improved.
  • 8
    Governance
    High
    Promoter holding is strong with good governance practices.
  • 2
    Drivers
    Low
    Limited growth drivers and potential execution risks in scaling operations.
  • 2
    Technicals
    Low
    Market sentiment is neutral with low liquidity and weak price momentum.
Final Score & Verdict
Score 48 / 100 • Decent
The fund has a decent score, indicating a socially responsible investment with moderate growth potential but some risks in execution and cash flow management.