HSBC Medium Duration Fund(IDCW)
Ticker: mf16232
Decent
48/100
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H
HSBC Medium Duration Fund(A-IDCW)
The fund shows decent potential but is hindered by growth consistency and valuation concerns.
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H
HSBC Medium Duration Fund(A-IDCW Payout)
The fund shows potential but is hindered by inconsistent growth and moderate profitability metrics.
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H
HSBC Medium Duration Fund(IDCW-Payout)
The fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
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Q
Quant Manufacturing Fund(IDCW)
The fund operates in a challenging environment with moderate growth and profitability concerns. Caution is advised for potential investors.
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I
Invesco India Aggressive Hybrid Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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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.
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U
Union Multi Asset Allocation Fund(IDCW Payout)
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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3
360 ONE Quant Fund(IDCW)
The fund shows decent potential but faces challenges in valuation and governance, which could impact future performance.
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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.
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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.
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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.
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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.
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U
Union Low Duration Fund(IDCW Payout)
The fund shows decent potential but has several areas of concern that need to be monitored closely.
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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.
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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.
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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.
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Business Overview
The HSBC Medium Duration Fund (IDCW) is a strategically designed investment option aimed at generating stable returns over a medium-term horizon. Ideal for investors seeking a balance between risk and reward, this fund focuses on high-quality debt instruments. It caters to individuals looking to diversify their portfolios while maintaining liquidity. With a strong management team and a disciplined investment approach, this fund stands out for its potential to enhance wealth with lower volatility.
- Designed for medium-term investors
- Focuses on high-quality debt instruments
- Offers a balance of risk and return
- Managed by experienced professionals
- Aims to enhance portfolio diversification
- Provides liquidity and stability in investments
Investment Thesis
HSBC Medium Duration Fund (IDCW) stands out due to its robust promoter credibility and strong backing from HSBC Group. With a growing emphasis on digital services, this fund is well-positioned to capture market opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and growth.
- Strong backing from HSBC Group enhances credibility and trust.
- Significant growth potential in digital services for efficient fund management.
- Attractive valuation compared to peers, offering better risk-reward.
- Focus on medium duration assets provides balanced risk exposure.
- Consistent performance track record instills confidence among investors.
Opportunity vs Risk
Opportunities
- Stable income through regular dividends
- Diversification in fixed income assets
- Potential for capital appreciation
- Strong management team
- Access to global markets
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond issuers
- Market volatility impacts returns
- Liquidity concerns during downturns
- Regulatory changes affecting funds
Peer Perspective
HSBC Medium Duration Fund is currently trading at a slight premium compared to peers like ICICI Prudential and HDFC, with potential for rerating contingent on improved margin stability and consistent growth in interest income.
📊 Stock Investment Checklist (100 Points)
HSBC Medium Duration Fund(IDCW) • Updated: 2025-10-01 14:52:15
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is not consistently strong.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts identified; execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.