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