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HSBC Large and Mid Cap Equity Fund

(Large and Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks)

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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 an optimal mix of large cap and mid 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 and Mid Cap Equity Fund?

  • To achieve relatively lower volatility and performance consistency with optimal allocation to large caps
  • To increase the possibility of alpha generation and accelerated growth with potential of mid caps
  • 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

HSBC Large and Mid Cap Equity Fund
(Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks)

This product is suitable for investors who are seeking*:

  • Long term wealth creation and income
  • Investing predominantly in equity and equity related securities of large and midcap companies

Investors understand that their principal
will be at Moderately High risk

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