HDFC Hybrid Equity Fund(IDCW)
Ticker: mf14227
Decent
68/100
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H
HDFC Hybrid Equity Fund(IDCW-Reinv)
The HDFC Hybrid Equity Fund shows a decent overall performance with a balanced approach to growth and risk management.
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N
Nippon India Money Market Fund(Q-IDCW)
The fund shows decent stability and moderate growth potential, but lacks strong catalysts for significant upside.
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N
Nippon India Money Market Fund(W-IDCW)
The fund shows decent performance metrics but lacks strong growth catalysts and competitive advantages.
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N
Nippon India Money Market Fund(M-IDCW)
Nippon India Money Market Fund is a decent investment option for conservative investors seeking stability, but growth potential is limited.
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N
Nippon India Money Market Fund(DD-IDCW)
The fund shows decent stability with moderate growth potential, but faces challenges in profitability and market sentiment.
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U
UTI Nifty 50 Index Fund(IDCW)
The UTI Nifty 50 Index Fund is a decent investment option for those looking for passive exposure to the Indian equity market, but it lacks unique growth drivers and competitive advantages.
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I
ICICI Pru Large & Mid Cap Fund(IDCW-Payout)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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I
ICICI Pru Large & Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but valuation and execution risks should be monitored.
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A
Aditya Birla SL Arbitrage Fund(IDCW-Reinv)
The fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.
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A
Aditya Birla SL Arbitrage Fund(IDCW)
The fund shows decent potential with stable growth and manageable risks, but execution challenges and liquidity issues need attention.
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A
Aditya Birla SL Flexi Cap Fund(IDCW-Reinv)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Flexi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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H
HDFC Focused Fund(IDCW)
The HDFC Focused Fund shows decent potential with strong fundamentals and growth prospects, though some risks and valuation concerns exist.
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H
HDFC Focused Fund(IDCW Reinvest)
The HDFC Focused Fund shows decent potential with consistent growth and reasonable valuations, but some risks in execution and liquidity need to be monitored.
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S
SBI Multicap Fund(IDCW Payout)
The SBI Multicap Fund shows a decent score across various parameters, indicating a balanced approach to investment with potential for growth.
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S
SBI Multicap Fund(IDCW)
The SBI Multicap Fund shows decent potential with a diversified portfolio and consistent growth, but some risks in valuation and governance should be monitored.
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Business Overview
HDFC Hybrid Equity Fund (IDCW) is a balanced mutual fund that invests in a mix of equity and debt instruments, aiming to provide stable returns with moderate risk. Ideal for investors seeking long-term wealth creation while maintaining a level of safety, this fund is suitable for both new and seasoned investors looking to diversify their portfolios. With a strong track record and professional management, it stands out as a reliable choice in the dynamic Indian market.
- Balanced exposure to equity and debt
- Suitable for long-term wealth creation
- Moderate risk profile
- Professional fund management
- Strong historical performance
- Diversifies investment portfolio
Investment Thesis
HDFC Hybrid Equity Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for retail investors seeking stability and growth.
- Backed by HDFC's strong promoter group, ensuring trust and reliability.
- Significant growth in digital services enhances future revenue streams.
- Attractive valuation compared to peer funds, offering better risk-adjusted returns.
- Diversified investment strategy mitigates risks while capitalizing on market opportunities.
- Consistent track record of performance, appealing to long-term investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified equity exposure
- Potential for capital appreciation
- Tax-efficient investment option
- Regular income through dividends
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Economic downturn effects
- Management fee costs
- Limited liquidity in certain conditions
Peer Perspective
HDFC Hybrid Equity Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and SBI Equity Hybrid Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
HDFC Hybrid Equity Fund(IDCW) • Updated: 2025-10-01 02:54:54
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10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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9GovernanceHighHigh promoter holding with transparent disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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2TechnicalsLowMarket sentiment is neutral with low momentum.
Final Score & Verdict
Score 68 / 100
• Decent
The HDFC Hybrid Equity Fund shows a decent potential for growth with manageable risks, making it a viable option for investors looking for balanced exposure.