HSBC Low Duration Fund(A-IDCW Payout)
Ticker: mf16168
Decent
66/100
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H
HSBC Low Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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H
HSBC Low Duration Fund(IDCW)
The HSBC Low Duration Fund shows moderate potential but lacks strong growth drivers and consistency in profitability.
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B
Baroda BNP Paribas Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
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B
Baroda BNP Paribas Conservative Hybrid Fund(Q-IDCW)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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U
UTI Banking & PSU Fund(M-IDCW)
The UTI Banking & PSU Fund has a decent score, indicating moderate potential but with notable risks that need to be monitored.
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U
UTI Banking & PSU Fund(F-IDCW)
The UTI Banking & PSU Fund shows decent potential with consistent growth and a solid balance sheet, but there are some risks related to governance and execution.
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U
UTI Banking & PSU Fund(A-IDCW)
The UTI Banking & PSU Fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks.
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U
UTI Banking & PSU Fund(H-IDCW)
The UTI Banking & PSU Fund shows decent potential with stable growth and profitability metrics, but some governance concerns and execution risks should be monitored.
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U
UTI Banking & PSU Fund(IDCW)
The fund shows potential in a stable sector but faces challenges in growth consistency and valuation metrics.
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L
LIC MF Balanced Advantage Fund(IDCW)
The LIC MF Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation metrics.
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M
Mahindra Manulife Manufacturing Fund(IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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M
Mahindra Manulife Manufacturing Fund(IDCW Payout)
The fund shows potential in the manufacturing sector but faces challenges in growth consistency and valuation metrics.
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A
Aditya Birla SL Special Opp Fund(IDCW-Reinv)
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Special Opp Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.
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I
Invesco India Short Duration Fund(W-IDCW)
The fund shows several weaknesses in growth and profitability metrics, indicating potential risks for investors.
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I
Invesco India Short Duration Fund(M-IDCW)
The fund shows several weaknesses in growth and profitability, making it a risky investment at this time.
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Business Overview
HSBC Low Duration Fund is designed for conservative investors seeking stable returns with lower interest rate risk. Ideal for those looking to park their funds for a short to medium term, this fund invests primarily in debt and money market instruments. Its focus on low duration helps mitigate volatility, making it a smart choice for risk-averse investors. With a disciplined investment approach, it aims to deliver consistent income while preserving capital.
- Targeted at conservative investors
- Focus on short to medium-term investment
- Invests in debt and money market instruments
- Mitigates interest rate risk
- Aims for consistent income and capital preservation
Investment Thesis
HSBC Low Duration Fund offers a compelling investment opportunity backed by a reputable promoter group. The fund is well-positioned to capitalize on the growing demand for digital services, coupled with attractive valuations compared to its peers, making it a strong choice for retail investors seeking stable returns.
- Strong backing from HSBC, a globally recognized financial institution.
- Significant growth potential in digital financial services.
- Attractive valuation metrics compared to similar funds.
- Focus on low-duration assets reduces interest rate risk.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Stable income through regular payouts
- Diversification in low-duration bonds
- Potential for capital appreciation
- Low interest rate sensitivity
Risks ⚠️
- Market volatility affecting bond prices
- Interest rate hikes impact returns
- Credit risk from bond issuers
- Liquidity concerns in low-duration funds
Peer Perspective
HSBC Low Duration Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, with rerating potential hinging on improved margin stability and consistent yield performance in a volatile interest rate environment.
📊 Stock Investment Checklist (100 Points)
HSBC Low Duration Fund(A-IDCW Payout) • Updated: 2025-10-01 16:08:12
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are average, with OCF showing some volatility.
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10ValuationHighValuation metrics are in line with peers, but not compelling.
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8BalanceHighDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is decent, but some concerns over transparency.
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9DriversHighGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential but faces challenges in profitability and execution risks.