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HSBC Medium to Long Duration Fund Fund(IDCW)

Ticker: mf17600
Decent 48/100

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H
HSBC Medium to Long Duration Fund Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should monitor market conditions closely.
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I
Invesco India Nifty G-sec Sep 2032 Index Fund(IDCW)
Score 68/100 Decent
The fund offers a decent investment option for conservative investors seeking stability, but growth potential is limited.
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B
Bank of India Arbitrage Fund(A-IDCW)
Score 68/100 Decent
The Bank of India Arbitrage Fund shows decent potential but faces challenges in growth consistency and valuation metrics.
View details
B
Bank of India Arbitrage Fund(Q-IDCW)
Score 68/100 Decent
The Bank of India Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.
View details
B
Bank of India Arbitrage Fund(M-IDCW)
Score 66/100 Decent
The Bank of India Arbitrage Fund shows moderate potential but lacks strong growth drivers and consistency in profitability.
View details
A
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund(IDCW)
Score 48/100 Decent
The fund presents a decent investment opportunity for conservative investors seeking stability, but growth potential is limited.
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A
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by several risks and moderate growth prospects.
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U
UTI FTIF-XXXV-III(1176D)(A-IDCW)
Score 66/100 Decent
The stock shows moderate potential but is hindered by inconsistent growth and governance concerns.
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U
UTI FTIF-XXXV-III(1176D)(Q-IDCW)
Score 66/100 Decent
The stock shows decent potential with some growth opportunities, but risks remain due to execution and market conditions.
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U
UTI FTIF-XXXV-III(1176D)(IDCW)
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, suggesting caution for potential investors.
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M
Mirae Asset Corp Bond Fund(IDCW)
Score 70/100 Decent
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
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M
Motilal Oswal Special Opportunities Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a solid growth trajectory, but investors should be cautious of execution risks and liquidity issues.
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M
Mirae Asset Nifty Total Market Index Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Nifty Total Market Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth, though some risks and governance concerns should be monitored.
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S
Sundaram Medium Duration Fund(IDCW)
Score 73/100 Decent
The Sundaram Medium Duration Fund presents a decent investment opportunity, but potential investors should be cautious due to inconsistent growth and average profitability metrics.
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D
DSP Nifty500 Flexicap Quality 30 Index Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a diversified portfolio and consistent growth metrics, but some risks in governance and execution should be monitored.
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D
DSP Nifty500 Flexicap Quality 30 Index Fund(IDCW Reinvest)
Score 68/100 Decent
The DSP Nifty500 Flexicap Quality 30 Index Fund shows decent potential with a focus on quality companies, but investors should be cautious of valuation and execution risks.
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Business Overview

The HSBC Medium to Long Duration Fund (IDCW) is designed for investors seeking stable income through fixed-income securities. Ideal for those with a medium to long-term investment horizon, this fund focuses on government and corporate bonds, aiming to provide capital appreciation and regular income. It matters as it offers a balanced approach to risk and return, making it suitable for conservative investors looking to diversify their portfolio. With a professional management team, this fund ensures strategic asset allocation to maximize returns while managing interest rate risks.

  • Focuses on medium to long-term fixed-income securities
  • Ideal for conservative investors seeking stable income
  • Offers potential for capital appreciation
  • Managed by experienced professionals
  • Helps in portfolio diversification
  • Aims to balance risk and return effectively

Investment Thesis

HSBC Medium to Long Duration Fund stands out due to its strong promoter credibility, promising digital services growth, and attractive valuation compared to peers. This positions it as a compelling option for investors seeking stability and growth in their portfolios.

  • Backed by HSBC, a globally recognized financial institution with a strong track record.
  • Significant growth potential in digital services, catering to evolving investor needs.
  • Valuation metrics are favorable compared to industry peers, enhancing investment appeal.
  • Focus on medium to long duration assets provides a balanced risk-reward profile.
  • Strong historical performance reinforces confidence in fund management and strategy.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for steady income
  • Exposure to global markets
  • Experienced fund management team
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Currency risk for foreign assets
  • Regulatory changes in finance
  • Economic downturns affect performance

Peer Perspective

HSBC Medium to Long 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 growth in net asset value.
📊 Stock Investment Checklist (100 Points)
HSBC Medium to Long Duration Fund Fund(IDCW) • Updated: 2025-10-01 14:52:45
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is fluctuating.
  • 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 some concerns over 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 48 / 100 • Decent
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.