HSBC Large Cap Equity Fund
(an open ended equity scheme predominantly investing in large cap stocks)
Our Indian equity team employs a clear philosophy with a disciplined and repeatable process to generate alpha in the medium to long term by exploiting shorter term market inefficiencies in a portfolio that primarily comprises of large cap stocks, without exposure to excessive risk.
Our philosophy
- Focus on companies with an attractive combination of profitability and valuation
- Active investment opportunity supported by proprietary fundamental research
- Strict valuation discipline and long-term investment horizon approach
Our process
Proprietary fundamental research drives stock selection:
- Evaluate investment case based on sustainable profitability
- Analysis of drivers of profitability and what is discounted in the valuation
- Benefits from global investment network and research sharing platform
Why HSBC Large Cap Equity Fund?
- To seek an exposure to true large cap companies which are relatively more stable than mid and small cap companies
- 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
Risk Warning
This product is suitable for investors who are seeking*:
- To create wealth over long term
- Investment in predominantly large cap equity and equity related securities
Investors understand that their principal
will be at Very High Risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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