HSBC Balanced Advantage Fund(IDCW-Payout)
Ticker: mf15713
Decent
48/100
☆ Add to Watchlist
More Options
H
HSBC Balanced Advantage Fund(IDCW)
The fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.
View details
Q
Quant Momentum Fund(IDCW)
The fund shows decent potential with consistent growth and a strong position in a future-ready sector, but some risks in execution and liquidity should be monitored.
View details
H
HDFC Transportation and Logistics Fund(IDCW Reinvest)
The fund shows potential for growth in a promising sector, but caution is advised due to valuation concerns and execution risks.
View details
H
HDFC Transportation and Logistics Fund(IDCW)
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
View details
A
Aditya Birla SL Regular Savings Fund(M-IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
View details
A
Aditya Birla SL Regular Savings Fund(M-IDCW Reinv)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and liquidity.
View details
A
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund(IDCW)
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors seeking fixed income.
View details
A
Axis Multi Asset Allocation Fund(M-IDCW)
The fund shows potential but carries some risks that need to be monitored closely.
View details
A
Axis Aggressive Hybrid Fund(Q-IDCW)
The Axis Aggressive Hybrid Fund shows potential for growth with reasonable profitability and a solid business model, making it a decent investment option.
View details
A
Axis Aggressive Hybrid Fund(IDCW)
The fund shows a decent potential for growth with manageable risks, but investors should remain cautious about execution risks.
View details
A
Axis Aggressive Hybrid Fund(M-IDCW)
The Axis Aggressive Hybrid Fund shows decent potential with a balanced approach, but faces challenges in profitability and valuation metrics.
View details
I
Invesco India Infrastructure Fund(IDCW)
The fund shows potential in the infrastructure sector but faces challenges in execution and valuation. Caution is advised.
View details
Q
Quant Liquid Plan(DD-IDCW)
The fund shows decent potential but is facing challenges in growth and profitability consistency.
View details
Q
Quant Liquid Plan(W-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
View details
Q
Quant Liquid Plan(M-IDCW)
The fund shows potential but lacks strong growth drivers and consistency in performance.
View details
M
Mahindra Manulife Flexi Cap Fund(IDCW)
The Mahindra Manulife Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
View details
Business Overview
The HSBC Balanced Advantage Fund (IDCW-Payout) is a dynamic investment solution designed for investors seeking a balanced approach to wealth creation. It strategically allocates assets between equity and debt, adapting to market conditions to optimize returns. Ideal for those looking for a mix of growth and stability, this fund aims to provide regular income while managing risk effectively. With a focus on long-term capital appreciation, it stands out as a reliable choice for both new and seasoned investors in the Indian market.
- Dynamic asset allocation between equity and debt
- Designed for balanced growth and stability
- Regular income through IDCW payouts
- Ideal for risk-averse investors
- Managed by experienced professionals
- Focus on long-term capital appreciation
Investment Thesis
HSBC Balanced Advantage Fund offers a compelling investment opportunity with its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it an ideal choice for Indian retail investors seeking stability and growth.
- Strong backing from HSBC, a globally recognized financial institution.
- Significant growth potential in digital services enhances fund performance.
- Attractive valuation compared to competitors, providing a margin of safety.
- Diversified portfolio strategy mitigates risks while capturing market upside.
- Consistent historical performance builds investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Professional fund management expertise
- Access to equity and debt markets
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact debt
- Management fees reduce overall gains
- Regulatory changes may affect operations
Peer Perspective
HSBC Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Balanced Advantage Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
HSBC Balanced Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 03:01:35
-
10BusinessHighThe fund operates in a balanced advantage strategy, which is becoming increasingly relevant in volatile markets.
-
10GrowthHighThe fund has shown consistent revenue growth, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighThe fund maintains a reasonable debt/equity ratio, but liquidity could be improved.
-
9GovernanceHighPromoter holding is stable, but there are concerns regarding disclosures.
-
10DriversHighGrowth drivers are present, but execution risks remain high.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The HSBC Balanced Advantage Fund shows potential but faces challenges in profitability and valuation. Caution is advised for new investors.