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HSBC Small Cap Equity Fund

(an open ended equity scheme predominantly investing in small 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 focusses on sustainable growing businesses and companies, available at better valuations with good capital efficiency.

HSBC Small Cap Equity Fund

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 Small Cap Equity Fund?

  • To seek an exposure in small cap segment stocks for higher alpha generating opportunities
  • 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 small cap equity and equity related securities

Riskometer
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.