HSBC Large & Mid Cap Fund(IDCW)
Ticker: mf15033
Decent
68/100
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The fund presents a decent investment opportunity in the fixed income space, with stable returns but limited growth potential.
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Bandhan CRISIL IBX Gilt April 2028 Index Fund(IDCW Reinvest)
The Bandhan CRISIL IBX Gilt April 2028 Index Fund offers a stable investment option in government securities with moderate growth potential. It is suitable for conservative investors seeking safety over high returns.
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T
Tata Overnight Fund(DD-IDCW)
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M
Motilal Oswal Multi Cap Fund(IDCW)
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution challenges.
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F
Franklin U.S. Opportunities Equity Active FOF(IDCW)
The fund shows decent potential for growth with a solid investment strategy in U.S. equities, but investors should be cautious of execution risks and market volatility.
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Franklin U.S. Opportunities Equity Active FOF(IDCW Payout)
The fund has a decent outlook with exposure to growth in U.S. equities, but caution is advised due to valuation concerns and execution risks.
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M
Motilal Oswal ELSS Tax Saver Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation. Investors should weigh the risks carefully.
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B
Bandhan Ultra Short Duration Fund(P-IDCW Reinvest)
The fund shows decent potential but faces challenges in growth consistency and valuation metrics.
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B
Bandhan Ultra Short Duration Fund(Q-IDCW)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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B
Bandhan Ultra Short Duration Fund(M-IDCW Reinvest)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation should be monitored.
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B
Bandhan Ultra Short Duration Fund(W-IDCW)
The fund shows potential but faces challenges in growth and market sentiment. Caution is advised.
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B
Bandhan Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance should be monitored.
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B
Bandhan Ultra Short Duration Fund(P-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation need to be monitored.
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B
Bandhan Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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U
UTI Ultra Short Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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U
UTI Ultra Short Duration Fund(H-IDCW)
The UTI Ultra Short Duration Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance aspects.
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Business Overview
The HSBC Large & Mid Cap Fund (IDCW) is a diversified mutual fund designed for investors seeking long-term capital appreciation through a mix of large and mid-cap equities. This fund is ideal for individuals looking to balance growth and stability in their investment portfolio. With a focus on quality companies, it aims to deliver consistent returns over time. Investing in this fund can help you harness the potential of India's growing economy while managing risk effectively.
- Diversified investment in large and mid-cap stocks
- Ideal for long-term capital growth
- Focus on quality and stable companies
- Managed by experienced professionals
- Suitable for risk-conscious investors
Investment Thesis
HSBC Large & Mid Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Strong backing from HSBC, a globally recognized financial institution.
- Significant growth potential in digital services, catering to evolving consumer needs.
- Attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Diversified portfolio with a focus on large and mid-cap stocks for balanced risk.
- Consistent performance track record, instilling confidence among investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for capital appreciation
- Exposure to large-cap stocks
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in finance
- Economic slowdown effects
- Currency fluctuation risks
Peer Perspective
HSBC Large & Mid Cap Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, necessitating consistent margin stability and growth acceleration for a potential rerating in the competitive fund landscape.
📊 Stock Investment Checklist (100 Points)
HSBC Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 16:06:48
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10BusinessHighThe fund is invested in sectors that are adapting to future trends.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are slightly above peers, suggesting potential overvaluation.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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5DriversGoodGrowth drivers 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 fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.