HDFC Charity Fund for Cancer Cure-Direct Plan-(75% IDCW Donation Option)

Ticker: mf17019
Risky 48/100

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Business Overview

The HDFC Charity Fund for Cancer Cure - Direct Plan is a unique investment option that combines financial growth with social responsibility. Designed for socially conscious investors, this fund allocates 75% of its income distribution to support cancer care initiatives. It matters because it empowers individuals to contribute to a noble cause while potentially earning returns. By choosing this fund, investors can make a meaningful impact in the fight against cancer.

  • Supports cancer care initiatives
  • 75% IDCW goes to charity
  • Ideal for socially conscious investors
  • Combines financial growth with philanthropy
  • Promotes community health and well-being

Investment Thesis

HDFC Charity Fund for Cancer Cure stands out due to its strong promoter credibility, significant growth in digital services, and attractive valuation compared to peers. This fund not only contributes to a noble cause but also offers a promising investment opportunity for socially conscious investors.

  • Backed by HDFC's robust reputation and credibility in the financial sector.
  • Digital services are expanding rapidly, enhancing accessibility and investor engagement.
  • Valuation metrics indicate potential for strong returns compared to industry peers.
  • Aligns with socially responsible investing, appealing to conscious investors.
  • Offers a unique blend of philanthropy and financial growth potential.

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Growing healthcare sector
  • Tax benefits on donations
  • Potential for high returns
  • Support for cancer research
Risks ⚠️
  • Market volatility
  • Regulatory changes
  • Limited liquidity
  • Dependence on donations
  • Economic downturn impact

Peer Perspective

HDFC Charity Fund for Cancer Cure trades at a premium compared to peers like SBI Mutual Fund and ICICI Prudential, driven by its strong donation focus; a sustained increase in donor engagement could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
HDFC Charity Fund for Cancer Cure-Direct Plan-(75% IDCW Donation Option) • Updated: 2025-10-01 06:01:57
  • 10
    Business
    High
    The sector is focused on healthcare, which is future-ready, but the business model lacks a clear competitive moat.
  • 8
    Growth
    High
    Revenue growth has been inconsistent, with fluctuating profit margins.
  • 6
    Profitability
    Good
    ROE and ROCE are below industry averages, and cash flow is not consistently strong.
  • 7
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 5
    Balance
    Good
    The balance sheet shows moderate debt levels, but liquidity is adequate.
  • 8
    Governance
    High
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 4
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 0
    Technicals
    Low
    Market sentiment is weak with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100 • Risky
The fund faces significant challenges in growth and profitability, making it a risky investment.