HSBC Global Equity Climate Change FoF(IDCW)

Ticker: mf17555
Decent 66/100

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Business Overview

The HSBC Global Equity Climate Change FoF (IDCW) is a forward-thinking fund designed for investors looking to align their portfolios with sustainable and climate-conscious initiatives. This fund invests in global equities that contribute to combating climate change, making it an ideal choice for socially responsible investors. As climate change becomes a pressing global issue, this fund offers a unique opportunity to invest in companies that are part of the solution. With a focus on long-term growth and sustainability, it empowers investors to make a positive impact while seeking potential returns.

  • Focus on global equities addressing climate change
  • Ideal for socially responsible investors
  • Aligns investment with sustainability goals
  • Opportunity to support companies making a difference
  • Potential for long-term growth and impact
  • Managed by HSBC, a trusted financial institution

Investment Thesis

HSBC Global Equity Climate Change FoF(IDCW) stands out due to its strong promoter backing and credibility in sustainable investing. The fund is well-positioned to capitalize on the growing demand for digital services in the climate space, offering an attractive valuation compared to its peers. This makes it a compelling choice for retail investors seeking long-term growth.

  • Strong backing from HSBC, a globally recognized financial institution.
  • Focus on sustainable investments aligns with global climate initiatives.
  • Significant growth potential in digital services related to climate change.
  • Attractive valuation compared to similar funds enhances investment appeal.
  • Diversified portfolio reduces risk while targeting high-growth sectors.

Opportunity vs Risk

Opportunities
  • Growing demand for sustainable investments
  • Government support for green initiatives
  • Potential for high long-term returns
  • Diversification across global equities
Risks ⚠️
  • Market volatility affecting returns
  • Regulatory changes impacting investments
  • Currency fluctuations risk
  • Limited historical performance data

Peer Perspective

HSBC Global Equity Climate Change FoF trades at a slight premium compared to peers like ICICI Prudential and SBI Mutual Fund. A rerating could occur if it achieves consistent growth in sustainable investments.
📊 Stock Investment Checklist (100 Points)
HSBC Global Equity Climate Change FoF(IDCW) • Updated: 2025-10-01 03:06:06
  • 10
    Business
    High
    The fund focuses on climate change, which is a future-ready sector with a clear model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund is positioned in a promising sector with decent growth potential, but faces challenges in profitability and execution risks.