HSBC Midcap Fund(IDCW Payout)
Ticker: mf14501
Decent
68/100
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H
HSBC Midcap Fund(IDCW)
The HSBC Midcap Fund has a decent score, indicating moderate potential but with notable risks that investors should consider.
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D
DSP Flexi Cap Fund(IDCW)
The DSP Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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D
DSP Flexi Cap Fund(IDCW-Reinv)
The DSP Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks and governance issues need to be monitored.
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U
UTI Mid Cap Fund(IDCW)
The UTI Mid Cap Fund shows decent potential for growth, but investors should be cautious of execution risks and competitive pressures.
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T
Tata Digital India Fund(IDCW)
The Tata Digital India Fund shows potential in a growing sector, but faces challenges in profitability and valuation. Caution is advised.
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T
Tata Digital India Fund(IDCW-Payout)
The Tata Digital India Fund shows potential for growth in a future-ready sector, but faces challenges in profitability and valuation metrics.
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T
Tata Small Cap Fund(IDCW-Payout)
The fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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T
Tata Small Cap Fund(IDCW)
The Tata Small Cap Fund shows potential for growth but comes with risks related to execution and market volatility.
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P
PGIM India Midcap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces some risks in execution and valuation compared to peers.
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H
HDFC Overnight Fund(DD-IDCW)
The HDFC Overnight Fund shows decent potential for growth and stability, making it a reasonable investment option.
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D
DSP Aggressive Hybrid Fund(IDCW)
The DSP Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and governance should be monitored.
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D
DSP Aggressive Hybrid Fund(IDCW-Reinv)
The DSP Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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S
SBI Magnum Gilt Fund(IDCW-Payout)
The fund shows decent potential with stable returns, but investors should be cautious of interest rate risks and market volatility.
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S
SBI Magnum Gilt Fund(IDCW)
The fund has a decent score reflecting stable performance but faces challenges in growth and market conditions.
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E
Edelweiss Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation compared to peers.
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N
Nippon India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but carries significant risks, particularly in governance and execution.
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Business Overview
The HSBC Midcap Fund (IDCW Payout) is designed for investors seeking long-term capital appreciation through exposure to mid-sized companies in India. This fund is ideal for those looking to diversify their portfolio with high-growth potential stocks while benefiting from regular income through dividends. Midcap stocks often outperform large caps during market upswings, making this fund a strategic choice for growth-oriented investors.
- Focuses on midcap companies with high growth potential
- Offers regular income through dividend payouts
- Ideal for long-term capital appreciation
- Diversifies investment portfolio effectively
- Managed by experienced professionals
- Aligned with India's economic growth trajectory
Investment Thesis
HSBC Midcap Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Strong credibility of HSBC as a global financial institution enhances investor confidence.
- Significant growth potential in digital services aligns with market trends and consumer preferences.
- Attractive valuation metrics make it a favorable choice against peer funds.
- Focus on midcap stocks offers exposure to high-growth potential sectors.
- Consistent performance history adds to the fund's reliability for investors.
Opportunity vs Risk
Opportunities
- Strong potential for midcap growth
- Diversification in equity investments
- Access to emerging market leaders
- Potential for high returns
- Regular income through IDCW payouts
Risks ⚠️
- Market volatility affecting midcaps
- Economic downturn impact
- Higher expense ratios
- Limited liquidity in midcap stocks
- Regulatory changes affecting investments
Peer Perspective
HSBC Midcap Fund trades at a slight premium compared to peers like ICICI Prudential Midcap Fund and HDFC Midcap Opportunities Fund. A rerating could occur if it achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
HSBC Midcap Fund(IDCW Payout) • Updated: 2025-10-01 06:10:36
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10BusinessHighMidcap sector shows potential but faces competition.
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10GrowthHighConsistent revenue growth but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighModerate debt levels, liquidity is acceptable.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth drivers are present but execution risks are high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential for growth but comes with certain risks that need to be monitored closely.