HSBC Value Fund(IDCW)
Ticker: mf14434
Decent
68/100
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A
Aditya Birla SL Floating Rate Fund(W-IDCW)
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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A
Aditya Birla SL Floating Rate Fund(DD-IDCW)
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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F
Franklin India Small Cap Fund(IDCW)
The fund shows potential in the small-cap space with decent growth prospects, but faces challenges in profitability and valuation metrics.
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F
Franklin India Small Cap Fund(IDCW Payout)
The fund shows potential with a decent growth trajectory, but investors should be cautious of valuation and execution risks.
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C
Canara Rob Flexi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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B
Bandhan Banking and PSU Fund(DD-IDCW)
While Bandhan Banking shows potential in a growing sector, inconsistencies in growth and profitability metrics raise concerns. Caution is advised.
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B
Bandhan Banking and PSU Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and market competition.
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B
Bandhan Banking and PSU Fund(FN-IDCW)
While Bandhan Banking shows potential in a growing sector, it faces challenges in growth consistency and valuation, warranting cautious optimism.
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B
Bandhan Banking and PSU Fund(Q-IDCW)
The stock shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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B
Bandhan Banking and PSU Fund(M-IDCW)
Bandhan Banking shows potential but faces challenges in profitability and valuation. Investors should be cautious.
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B
Bandhan Banking and PSU Fund(IDCW Reinv)
The stock shows potential but faces challenges in growth consistency and valuation, warranting cautious investment.
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B
Bandhan Banking and PSU Fund(IDCW)
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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A
Axis Banking & PSU Debt Fund(W-IDCW)
The fund shows potential for moderate returns but comes with certain risks that need to be monitored.
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A
Axis Banking & PSU Debt Fund(M-IDCW)
The fund shows decent potential with some growth prospects, but faces challenges in profitability and valuation metrics.
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A
Axis Banking & PSU Debt Fund(DD-IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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U
UTI Large Cap Fund(IDCW)
The UTI Large Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks remain.
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Business Overview
The HSBC Value Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified equity portfolio. This fund focuses on identifying undervalued stocks with strong growth potential, making it ideal for risk-conscious investors looking to enhance their wealth over time. With a robust investment strategy and experienced fund management, it aims to deliver consistent returns while mitigating risks. This fund is perfect for those looking to invest in the Indian equity market with a value-oriented approach.
- Long-term capital appreciation focus
- Diversified portfolio of undervalued stocks
- Managed by experienced professionals
- Ideal for risk-conscious investors
- Aims for consistent returns
- Aligns with long-term wealth-building goals
Investment Thesis
HSBC Value Fund (IDCW) stands out due to its robust promoter backing and credibility in the financial sector. The fund is well-positioned to capitalize on the growing digital services market, providing a significant growth runway. Additionally, its attractive valuation relative to peers makes it a compelling investment choice for retail investors seeking long-term gains.
- Strong backing from HSBC, a globally recognized financial institution.
- Significant growth potential in digital services, catering to evolving consumer preferences.
- Attractive valuation compared to industry peers, enhancing return prospects.
- Diversified portfolio with a focus on value-driven investments.
- Consistent performance track record, instilling investor confidence.
Peer Perspective
HSBC Value Fund trades at a slight premium compared to peers like ICICI Prudential Value Discovery Fund and HDFC Value Fund. A rerating could occur if it demonstrates consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
HSBC Value Fund(IDCW) • Updated: 2025-10-01 06:12:40
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and OCF compared to net profit, indicating good cash flow management.
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8ValuationHighValuation metrics are in line with peers, but some concerns on P/E ratios.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns regarding disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The HSBC Value Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of governance and execution risks.