HSBC Medium to Long Duration Fund Fund(IDCW Payout)
Ticker: mf17601
Decent
68/100
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Business Overview
The HSBC Medium to Long Duration Fund is designed for investors seeking stable returns through a diversified portfolio of fixed-income securities. Ideal for those with a moderate to long-term investment horizon, this fund aims to capitalize on interest rate movements while managing risk effectively. With a focus on quality bonds, it offers a reliable option for wealth creation and income generation.
- Targeted at moderate to long-term investors
- Focuses on high-quality fixed-income securities
- Aims to provide stable returns
- Helps in managing interest rate risks
- Offers regular income through IDCW payouts
Investment Thesis
The HSBC Medium to Long Duration Fund offers a compelling investment opportunity, backed by a strong promoter group and credibility. With a significant growth runway in digital services and attractive valuations compared to peers, this fund is poised for robust performance in the evolving market landscape.
- Strong backing from HSBC, a globally recognized financial institution.
- Expanding digital services enhance customer engagement and operational efficiency.
- Attractive valuation metrics compared to similar funds in the market.
- Focus on medium to long duration bonds provides stability and income potential.
- Proven track record of performance and risk management.
Opportunity vs Risk
Opportunities
- Digital CX growth in healthcare/finance
- Global client base
- Backed by strong group
- Attractive valuation
Risks ⚠️
- Inconsistent earnings trend
- Weak ROE/ROCE vs peers
- Promoter pledging, low liquidity
- Execution risk on contracts
Peer Perspective
HSBC Medium to Long Duration Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, with a key rerating condition being consistent margin stability and improved interest rate outlook.
📊 Stock Investment Checklist (100 Points)
HSBC Medium to Long Duration Fund Fund(IDCW Payout) • Updated: 2025-10-01 14:52:29
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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 decent, but OCF is inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should monitor market conditions closely.