HSBC Flexi Cap Fund(IDCW-Payout)
Ticker: mf14957
Decent
68/100
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H
HSBC Flexi Cap Fund(IDCW)
The HSBC Flexi Cap Fund shows a decent overall performance with good growth potential and profitability metrics, but it is essential to monitor execution risks.
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H
HSBC Multi Cap Fund(IDCW Payout)
The HSBC Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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H
HSBC Multi Cap Fund(IDCW)
The HSBC Multi Cap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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Tata Mid Cap Fund(IDCW Payout)
The Tata Mid Cap Fund shows decent growth potential but faces challenges in valuation and execution risks.
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Tata Mid Cap Fund(IDCW)
The Tata Mid Cap Fund shows potential but has several areas of concern that need to be addressed for better performance.
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Tata Ultra Short Term Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, though some risks remain.
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Tata Ultra Short Term Fund(W-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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T
Tata Ultra Short Term Fund(M-IDCW)
The Tata Ultra Short Term Fund shows decent potential with stable growth prospects, but caution is advised due to some risks in profitability and valuation metrics.
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T
Tata Ultra Short Term Fund(W-IDCW)
The Tata Ultra Short Term Fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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F
Franklin India Multi Cap Fund(IDCW)
The fund shows decent potential with a diversified approach and consistent growth, but some risks in governance and execution need to be monitored.
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F
Franklin India Multi Cap Fund(IDCW Payout)
The fund shows decent potential with a diversified portfolio and consistent growth, but some governance and execution risks need to be monitored.
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E
Edelweiss Small Cap Fund(IDCW)
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D
DSP Banking & PSU Debt Fund(Q-IDCW Reinv)
The fund shows decent potential but faces challenges in growth and profitability. Caution is advised.
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D
DSP Banking & PSU Debt Fund(M-IDCW Reinv)
The fund presents several risks with limited growth potential and profitability concerns.
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D
DSP Banking & PSU Debt Fund(IDCW-Reinv)
The fund operates in a stable sector with moderate growth potential, but faces challenges in profitability and market sentiment.
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D
DSP Banking & PSU Debt Fund(Q-IDCW)
The fund shows decent potential but faces challenges in growth and profitability.
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Business Overview
HSBC Flexi Cap Fund is a dynamic investment solution designed for investors seeking long-term capital appreciation through a diversified portfolio. This fund invests across large, mid, and small-cap stocks, making it suitable for those looking to balance risk and return. It matters because it offers flexibility in asset allocation, adapting to market conditions for optimal growth. With a focus on quality companies, it aims to provide steady income through regular payouts, appealing to both conservative and aggressive investors.
- Dynamic investment across large, mid, and small-cap stocks
- Ideal for long-term capital appreciation
- Flexible asset allocation to adapt to market changes
- Focus on quality companies for stable growth
- Regular income through IDCW payouts
- Suitable for both conservative and aggressive investors
Investment Thesis
HSBC Flexi Cap Fund stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for Indian retail investors seeking long-term growth.
- Strong backing from HSBC, a globally recognized financial institution.
- Expanding digital services enhance customer experience and accessibility.
- Valuation metrics indicate potential for significant upside compared to industry averages.
- Diversified portfolio mitigates risks while capturing growth across sectors.
- Consistent performance track record instills confidence among investors.
Opportunity vs Risk
Opportunities
- Diversified exposure to multiple sectors
- Potential for long-term capital growth
- Regular income through IDCW payouts
- Strong management team
- Tax benefits under certain conditions
Risks ⚠️
- Market volatility affecting returns
- Potential for lower liquidity
- Interest rate fluctuations impact performance
- Regulatory changes in mutual funds
- Economic downturns may affect growth
Peer Perspective
HSBC Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A sustained growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
HSBC Flexi Cap Fund(IDCW-Payout) • Updated: 2025-10-01 03:05:02
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10BusinessHighThe fund invests in a diversified portfolio across sectors, indicating a future-ready approach.
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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, indicating strong profitability.
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8ValuationHighValuation metrics are slightly above peers, suggesting a premium valuation.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth 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
The HSBC Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a viable option for investors.