HSBC Medium Duration Fund(A-IDCW)
Ticker: mf16233
Decent
68/100
☆ Add to Watchlist
More Options
H
HSBC Medium Duration Fund(A-IDCW Payout)
The fund shows potential but is hindered by inconsistent growth and moderate profitability metrics.
View details
H
HSBC Medium Duration Fund(IDCW-Payout)
The fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
View details
Q
Quant Manufacturing Fund(IDCW)
The fund operates in a challenging environment with moderate growth and profitability concerns. Caution is advised for potential investors.
View details
I
Invesco India Aggressive Hybrid Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
View details
U
Union Multi Asset Allocation Fund(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious due to volatility in profits and market sentiment.
View details
U
Union Multi Asset Allocation Fund(IDCW Payout)
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
View details
3
360 ONE Quant Fund(IDCW)
The fund shows decent potential but faces challenges in valuation and governance, which could impact future performance.
View details
3
360 ONE Quant Fund(IDCW Payout)
The fund shows decent potential with a stable growth trajectory and manageable risks, making it a reasonable investment option.
View details
P
PGIM India ELSS Tax Saver Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
View details
E
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund(IDCW)
The fund presents a risky investment opportunity with limited growth potential and concerns over profitability and market sentiment.
View details
U
Union Low Duration Fund(IDCW)
The Union Low Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and consider the risks involved.
View details
U
Union Low Duration Fund(IDCW Payout)
The fund shows decent potential but has several areas of concern that need to be monitored closely.
View details
A
Axis Retirement Fund-Aggressive Plan(IDCW)
The Axis Retirement Fund-Aggressive Plan shows decent potential with consistent growth and a solid business model, though some risks in governance and execution should be monitored.
View details
B
Bajaj Finserv Overnight Fund(DD-IDCW)
Bajaj Finserv Overnight Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
View details
B
Bajaj Finserv Overnight Fund(W-IDCW)
Bajaj Finserv Overnight Fund presents a decent investment opportunity with stable sector fundamentals but faces challenges in profitability consistency and growth drivers.
View details
B
Bajaj Finserv Overnight Fund(M-IDCW)
Bajaj Finserv Overnight Fund shows strong fundamentals and growth potential, making it a favorable investment option.
View details
Business Overview
The HSBC Medium Duration Fund (A-IDCW) is designed for investors seeking a balanced approach to fixed income investments. It focuses on medium-duration securities, making it ideal for those looking to optimize returns while managing interest rate risks. This fund is suitable for conservative investors aiming for steady income and capital preservation over a medium-term horizon. With a strong track record and professional management, it stands out as a reliable choice in the Indian mutual fund landscape.
- Focuses on medium-duration securities
- Ideal for conservative investors
- Aims for steady income and capital preservation
- Managed by experienced professionals
- Strong track record in fixed income
- Helps in optimizing returns while managing risks
Investment Thesis
HSBC Medium Duration Fund (A-IDCW) stands out due to its strong backing from the reputable HSBC Group, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services landscape, enhancing customer engagement and operational efficiency. Furthermore, its attractive valuation compared to peers presents a compelling investment opportunity for retail investors.
- Backed by the globally recognized HSBC Group, ensuring strong credibility.
- Significant growth potential in digital services, enhancing customer experience.
- Attractive valuation compared to peer funds, offering better investment returns.
- Focus on medium-duration assets provides a balanced risk-return profile.
- Consistent performance track record, appealing to conservative investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification in fixed income
- Potential for stable returns
- Rising interest rates benefit bonds
Risks ⚠️
- Interest rate fluctuations
- Credit risk in bond holdings
- Market volatility impact
- Liquidity concerns during downturns
Peer Perspective
HSBC Medium Duration Fund trades at a slight premium compared to peers like HDFC Medium Duration Fund and ICICI Prudential Medium Duration Fund. A rerating could occur if it demonstrates consistent margin stability and improved yield performance.
📊 Stock Investment Checklist (100 Points)
HSBC Medium Duration Fund(A-IDCW) • Updated: 2025-10-01 16:08:50
-
10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
-
10GrowthHighModerate revenue and profit growth observed, but consistency is a concern.
-
10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
-
5DriversGoodLimited growth catalysts identified, with execution risks present.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential but is hindered by growth consistency and valuation concerns.