HDFC Developed World Overseas Equity Passive FOF

Ticker: mf13017
Decent 68/100

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Business Overview

HDFC Developed World Overseas Equity Passive Fund of Funds (FOF) offers Indian investors a gateway to global equity markets. This fund is designed for those looking to diversify their investment portfolio by gaining exposure to developed economies. It matters because it allows investors to tap into the growth potential of international companies while minimizing risks associated with currency fluctuations through professional management.

  • Diversifies investment across global markets
  • Access to top-performing international companies
  • Managed by experienced professionals
  • Mitigates currency risk
  • Ideal for long-term wealth creation
  • Aligns with global investment trends

Investment Thesis

HDFC Developed World Overseas Equity Passive FOF presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund allows investors to tap into global equity markets with a trusted brand backing.

  • Strong backing by HDFC, a reputable financial institution in India.
  • Access to a diversified portfolio of developed world equities.
  • Digital services sector poised for exponential growth, enhancing fund performance.
  • Attractive valuation metrics compared to similar funds, offering potential upside.
  • Ideal for investors seeking international exposure with a reliable management team.

Opportunity vs Risk

Opportunities
  • Diversified global equity exposure
  • Potential for higher returns
  • Hedge against domestic market fluctuations
  • Access to developed markets
  • Long-term growth potential
Risks ⚠️
  • Currency exchange rate fluctuations
  • Market volatility in developed economies
  • Management fees impact returns
  • Limited control over individual stocks
  • Economic downturns in key markets
📊 Stock Investment Checklist (100 Points)
HDFC Developed World Overseas Equity Passive FOF • Updated: 2025-09-29 12:18:56
  • 10
    Business
    High
    The fund invests in developed markets which are generally stable and have clear business models.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in developed markets.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential for growth with manageable risks, making it a reasonable investment option for those looking to diversify into developed markets.


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