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HSBC Small Cap Fund

Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks
(Formerly known as L&T Emerging Businesses Fund. HSBC Small Cap Equity Fund has merged into L&T Emerging Businesses Fund and the surviving scheme has been renamed)

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Investment objective

To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks

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 Small Cap Fund?

  • To seek an exposure in small cap segment stocks for higher alpha generating opportunities
  • A top down and bottom up approach will be used to invest in equity and equity related instruments
  • 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 Small Cap Fund

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

Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks.

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment predominantly in small cap equity and equity-related securities, including equity derivatives in Indian markets with key theme focus being emerging companies (small cap stocks); and foreign securities

*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 Small Cap 250 TRI

Riskometer

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