HSBC Nifty 50 Index Fund(IDCW)

Ticker: mf16701
Decent 68/100

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Business Overview

The HSBC Nifty 50 Index Fund (IDCW) is a passive investment vehicle designed to track the performance of the Nifty 50 Index, comprising India's top 50 large-cap companies. Ideal for investors seeking long-term growth through equity exposure, this fund offers a simple way to invest in the Indian economy's leading firms. With low expense ratios and diversification benefits, it appeals to both novice and experienced investors looking to build wealth over time.

  • Tracks Nifty 50 Index performance
  • Ideal for long-term investors
  • Low expense ratio for cost-effective investing
  • Diversified exposure to top Indian companies
  • Suitable for both beginners and seasoned investors

Investment Thesis

HSBC Nifty 50 Index Fund (IDCW) is a compelling investment choice due to its strong backing from HSBC, a globally recognized financial institution. With the increasing adoption of digital services in India, this fund is well-positioned for growth. Additionally, it offers attractive valuations compared to its peers, making it an ideal option for retail investors seeking long-term gains.

  • Strong promoter group: Backed by HSBC, a trusted global brand.
  • Digital services growth: Capitalizes on India's digital transformation.
  • Attractive valuation: Competitive pricing compared to peer funds.
  • Diversified exposure: Invests in top 50 Indian companies for stability.
  • Long-term potential: Ideal for retail investors aiming for consistent returns.

Opportunity vs Risk

Opportunities
  • Diversified exposure to Nifty 50
  • Potential for long-term capital growth
  • Low expense ratio compared to peers
  • Suitable for SIP investments
  • Tax benefits under Section 80C
Risks ⚠️
  • Market volatility affects returns
  • Dependence on Nifty 50 performance
  • Limited control over individual stocks
  • Economic downturns impact growth
  • Liquidity risk in market downturns
📊 Stock Investment Checklist (100 Points)
HSBC Nifty 50 Index Fund(IDCW) • Updated: 2025-10-01 03:08:17
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of Nifty 50 companies, which are generally considered future-ready.
  • 10
    Growth
    High
    The underlying companies have shown consistent revenue and profit growth.
  • 10
    Profitability
    High
    ROE and ROCE are in line with industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are competitive compared to peers.
  • 7
    Balance
    High
    The fund has a strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, with no significant pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks exist due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The HSBC Nifty 50 Index Fund shows decent potential for growth with a well-diversified portfolio, but investors should be cautious of market volatility.