HSBC Aggressive Hybrid Fund(IDCW)
Ticker: mf14936
Decent
72/100
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B
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M
Motilal Oswal Small Cap Fund(IDCW)
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SBI Automotive Opportunities Fund(IDCW)
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Bajaj Finserv Liquid Fund(W-IDCW)
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Bajaj Finserv Liquid Fund(DD-IDCW)
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H
HSBC Flexi Cap Fund(IDCW-Payout)
The HSBC Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a viable option for investors.
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H
HSBC Flexi Cap Fund(IDCW)
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Business Overview
HSBC Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and income. By investing in a mix of equity and debt instruments, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it offers an opportunity to benefit from market growth while maintaining a safety net through fixed-income assets. This fund matters for its potential to deliver attractive returns over the long term, making it a suitable choice for wealth creation.
- Balanced investment in equity and debt
- Designed for moderate to high-risk investors
- Potential for capital appreciation
- Offers regular income through dividends
- Managed by experienced fund managers
- Suitable for long-term wealth creation
Investment Thesis
HSBC Aggressive Hybrid Fund (IDCW) stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund offers a balanced approach to risk and return, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from HSBC, a globally recognized financial institution.
- Expanding digital services create a substantial growth runway.
- Attractive valuation metrics compared to competing hybrid funds.
- Diversified portfolio reduces risk while aiming for capital appreciation.
- Ideal for investors looking for a blend of equity and debt exposure.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for high returns
- Tax benefits on long-term gains
- Strong historical performance
- Access to professional management
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Credit risk in bond investments
- Liquidity risk during market downturns
- Management fees may reduce profits
Peer Perspective
HSBC Aggressive Hybrid Fund is currently trading at a slight premium compared to peers like ICICI Prudential and HDFC Hybrid. A rerating could occur if the fund demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
HSBC Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 03:00:21
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10BusinessHighThe fund is in a future-ready 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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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are reasonable compared to peers, but PEG indicates potential overvaluation.
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7BalanceHighDebt/equity ratio is manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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8DriversHighSeveral growth catalysts identified, but execution risks remain.
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6TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
The HSBC Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks and market conditions.