HDFC Value Fund
Ticker: mf12586
Decent
68/100
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Business Overview
HDFC Value Fund is a well-established mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of undervalued stocks. Ideal for conservative investors looking to balance risk and reward, this fund focuses on companies with strong fundamentals that are trading below their intrinsic value. With a track record of consistent performance, it aims to deliver steady returns over time, making it a reliable choice for wealth creation.
- Established mutual fund with a strong track record
- Focuses on undervalued stocks for long-term gains
- Ideal for conservative investors
- Diversified portfolio to mitigate risks
- Managed by experienced professionals
- Aims for steady capital appreciation
Investment Thesis
HDFC Value Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund for significant long-term gains, making it a compelling choice for Indian retail investors seeking stability and growth.
- Strong backing from HDFC Group, known for its financial stability and trust.
- Expanding digital services provide a substantial growth runway in the evolving market.
- Current valuation presents an attractive entry point compared to industry peers.
- Consistent performance track record enhances investor confidence.
- Focus on value investing aligns with long-term wealth creation strategies.
Opportunity vs Risk
Opportunities
- Digital CX growth in healthcare/finance
- Global client base
- Backed by strong group
- Attractive valuation
Risks ⚠️
- Inconsistent earnings trend
- Weak ROE/ROCE vs peers
- Promoter pledging, low liquidity
- Execution risk on contracts
Peer Perspective
HDFC Value Fund currently trades at a slight premium compared to peers like SBI Mutual Fund and ICICI Prudential, but a focus on margin stability and consistent growth could drive a positive rerating in the future.
📊 Stock Investment Checklist (100 Points)
HDFC Value Fund • Updated: 2025-09-29 14:45:46
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10BusinessHighThe fund operates in a stable financial sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE metrics, with healthy cash flow.
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8ValuationHighValuation ratios are competitive compared to peers.
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7BalanceHighStrong balance sheet with manageable debt levels.
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5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
HDFC Value Fund shows decent potential with stable growth and profitability metrics, but some governance and execution risks should be monitored.