HSBC Low Duration Fund(IDCW)
Ticker: mf16170
Decent
48/100
☆ Add to Watchlist
More Options
B
Baroda BNP Paribas Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
View details
B
Baroda BNP Paribas Conservative Hybrid Fund(Q-IDCW)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
View details
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.
View details
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.
View details
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.
View details
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.
View details
U
UTI Banking & PSU Fund(IDCW)
The fund shows potential in a stable sector but faces challenges in growth consistency and valuation metrics.
View details
L
LIC MF Balanced Advantage Fund(IDCW)
The LIC MF Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation metrics.
View details
M
Mahindra Manulife Manufacturing Fund(IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
View details
M
Mahindra Manulife Manufacturing Fund(IDCW Payout)
The fund shows potential in the manufacturing sector but faces challenges in growth consistency and valuation metrics.
View details
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.
View details
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.
View details
I
Invesco India Short Duration Fund(W-IDCW)
The fund shows several weaknesses in growth and profitability metrics, indicating potential risks for investors.
View details
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.
View details
I
Invesco India Short Duration Fund(DD-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
View details
I
Invesco India Short Duration Fund(IDCW)
The fund shows potential but faces significant risks and lacks strong growth drivers.
View details
Business Overview
The HSBC Low Duration Fund (IDCW) is designed for investors seeking a stable income with lower interest rate risk. Ideal for conservative investors and those looking for short to medium-term investment horizons, this fund focuses on high-quality debt instruments. It aims to provide regular income while preserving capital, making it a prudent choice for risk-averse individuals. With a professional management team and a disciplined investment approach, the fund stands out in the fixed-income space.
- Focuses on low duration debt instruments
- Ideal for conservative and risk-averse investors
- Provides regular income through dividends
- Professional management for optimal returns
- Capital preservation is a key priority
Investment Thesis
HSBC Low Duration Fund offers a compelling investment opportunity due to its strong backing from the HSBC Group, a credible global financial institution. With the increasing demand for digital services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it an appealing choice for Indian retail investors seeking stability and potential returns.
- Strong promoter group: Backed by HSBC, a globally recognized banking giant.
- Digital services growth: Positioned to benefit from the rising trend in digital finance.
- Attractive valuation: Competitive pricing compared to similar funds in the market.
- Focus on low duration: Aims to mitigate interest rate risk while providing steady returns.
- Investor-friendly: Designed to cater to the needs of Indian retail investors.
Opportunity vs Risk
Opportunities
- Stable income generation
- Potential for capital appreciation
- Diversification in fixed income
- Tax benefits on long-term investment
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond issuers
- Market volatility impact
- Liquidity concerns in downturns
Peer Perspective
HSBC Low Duration Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, but its potential for rerating hinges on maintaining margin stability and consistent yield performance.
📊 Stock Investment Checklist (100 Points)
HSBC Low Duration Fund(IDCW) • Updated: 2025-10-01 16:08:29
-
10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
-
10GrowthHighModerate revenue and profit growth observed, but not consistent.
-
10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
-
10ValuationHighValuation metrics are in line with peers, but not compelling.
-
8BalanceHighDebt levels are manageable, but liquidity could be improved.
-
7GovernanceHighPromoter holding is decent, but there are concerns about disclosures.
-
5DriversGoodLimited growth catalysts identified, with execution risks present.
-
3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The HSBC Low Duration Fund shows moderate potential but lacks strong growth drivers and consistency in profitability.