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HSBC Multi Asset Allocation Fund(IDCW Payout)

Ticker: mf15479
Decent 68/100

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M
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Score 71/100 Decent
The Mirae Asset Small Cap Fund shows potential for growth, but investors should be cautious of market volatility and execution risks.
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B
Baroda BNP Paribas Mid Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and a strong governance structure, but some risks in execution and liquidity need to be monitored.
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B
Bandhan Multi Asset Allocation Fund(IDCW Reinvest)
Score 48/100 Risky
The fund shows potential but faces significant risks and inconsistencies in growth and profitability.
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B
Bandhan Multi Asset Allocation Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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M
Mahindra Manulife Focused Fund(IDCW)
Score 68/100 Decent
The fund shows potential with a decent growth outlook, but valuation concerns and execution risks warrant caution.
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M
Mahindra Manulife Focused Fund(IDCW Payout)
Score 48/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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B
Bank of India Flexi Cap Fund(IDCW)
Score 56/100 Decent
The Bank of India Flexi Cap Fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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U
UTI Infrastructure Fund(IDCW)
Score 56/100 Decent
The UTI Infrastructure Fund shows potential but is hindered by profitability and valuation concerns. Caution is advised.
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T
Tata Infrastructure Fund(IDCW-Payout)
Score 68/100 Decent
The Tata Infrastructure Fund shows potential in a critical sector, but faces challenges in growth consistency and valuation metrics.
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T
Tata Infrastructure Fund(IDCW)
Score 66/100 Decent
The Tata Infrastructure Fund shows potential in a critical sector, but faces challenges in profitability and execution risks.
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L
LIC MF Money Market Fund(IDCW)
Score 70/100 Decent
The LIC MF Money Market Fund presents a decent investment opportunity with stable returns, but investors should be cautious of market volatility and limited growth drivers.
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B
Bajaj Finserv Large and Mid Cap Fund(IDCW)
Score 48/100 Decent
Bajaj Finserv Large and Mid Cap Fund shows potential but faces challenges in profitability and valuation metrics.
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I
ICICI Pru FMCG Fund(IDCW-Payout)
Score 68/100 Decent
The ICICI Pru FMCG Fund shows decent potential with a solid growth trajectory and profitability metrics, but investors should be cautious of execution risks.
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I
ICICI Pru FMCG Fund(IDCW)
Score 72/100 Decent
The ICICI Pru FMCG Fund shows decent potential in a resilient sector, but faces challenges in profitability and valuation metrics.
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S
Sundaram Flexi Cap Fund(IDCW)
Score 66/100 Decent
The Sundaram Flexi Cap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation concerns.
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D
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund(IDCW)
Score 48/100 Risky
The fund presents a moderate risk profile with limited growth potential, primarily suitable for conservative investors seeking stability.
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Business Overview

The HSBC Multi Asset Allocation Fund (IDCW Payout) is designed for investors seeking a diversified approach to wealth creation. This fund invests across various asset classes, including equities, fixed income, and commodities, making it suitable for both conservative and aggressive investors. It aims to balance risk and return, providing a steady income while capitalizing on market opportunities. With professional management and a focus on long-term growth, this fund is an excellent choice for those looking to enhance their investment portfolio.

  • Diversified investment across multiple asset classes
  • Suitable for both conservative and aggressive investors
  • Aims for steady income and capital growth
  • Professionally managed for optimal performance
  • Ideal for long-term wealth creation

Investment Thesis

The HSBC Multi Asset Allocation Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a diversified investment approach, making it an appealing choice for Indian retail investors seeking stability and growth.

  • Backed by HSBC, a globally recognized financial institution with a strong track record.
  • Significant growth in digital services enhances accessibility and investor engagement.
  • Valuation metrics indicate attractive entry points compared to competing funds.
  • Diversified asset allocation mitigates risks while aiming for consistent returns.
  • Ideal for investors looking for a balanced approach to wealth creation.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Professional fund management expertise
  • Access to global markets
  • Inflation hedging through asset allocation
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact income
  • Currency risk in international assets
  • Management fees reduce overall gains
  • Regulatory changes affecting fund operations
📊 Stock Investment Checklist (100 Points)
HSBC Multi Asset Allocation Fund(IDCW Payout) • Updated: 2025-10-01 03:07:40
  • 10
    Business
    High
    The fund operates in a diversified sector, but lacks a clear competitive advantage.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over recent quarters.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, indicating weaker profitability.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, suggesting overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is adequate, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The HSBC Multi Asset Allocation Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.