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HSBC Focused Fund

Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi-Cap).
(Formerly known as HSBC Focused Equity Fund. L&T Focused Equity Fund has merged into HSBC Focused Equity Fund and the surviving scheme has been renamed)

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Investment Objective

To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.

Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi-Cap).

Our philosophy

  • Disciplined investment approach with “fundamental research” as the foundation of our investment decision making process
  • Focus on companies with an attractive combination of profitability and valuation
  • Look to own scalable businesses with strong execution capability, proven management track record and strong financials

Our process

Proprietary research drives stock selection:

  • Our equity investment process comprises three stages – Stock selection, Stock analysis and Portfolio construction
  • Use a combination of quantitative and qualitative filters to arrive at a list of investable universe of stocks
  • Evaluate stock ideas on the basis of three key parameters, namely Quality of Business, ESG and Valuation
  • Portfolio construction is an outcome of the above mentioned investment process and tracked against predefined risk matrix

Why HSBC Focused Fund?

  • To seek growth from an actively managed portfolio comprising of up to 30 companies across market capitalization (i.e. Multi Caps)
  • Top down and bottom up approach will be used to invest in equity and equity related instruments
  • Investments will be based on the Investment Team’s analysis of business cycles, regulatory reforms, competitive advantages and more
  • True to label fund – The fund will stay true to its objective in keeping with the mandate reposed by the investor whilst investing in the fund
  • To create a corpus through generating inflation-adjusted returns to cater to long-term goals
Riskometer

HSBC Focused Fund

Riskometer
Investors understand that their principal
will be at Very High Risk

Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi-Cap)

This product is suitable for investors who are seeking*:

  • Long term wealth creation
  • Investment in equity and equity related securities across market capitalization in maximum 30 stocks

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Please note that the above risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/disclosure. As per SEBI circular dated October 5, 2020 on product labelling (as amended from time to time), risk-o-meter will be calculated on a monthly basis based on the risk value of the scheme portfolio based on the methodology specified by SEBI in the above stated circular. The AMC shall disclose the risk-o-meter along with portfolio disclosure for all their schemes on their respective website and on AMFI website within 10 days from the close of each month. Any change in risk-o-meter shall be communicated by way of Notice cum Addendum and by way of an e-mail or SMS to unitholders of that particular Scheme.

Benchmark: Nifty 500 TRI

Riskometer

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