HSBC Tax Saver Equity Fund*

Equity Linked Savings Scheme - An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
(* Subscription in this fund has been suspended. To invest in our ELSS product, visit HSBC ELSS Fund)

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Investment Objective

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. For defensive considerations and/or managing liquidity, the Scheme may also invest in money market instruments.

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 Tax Saver Equity Fund ?

• To save taxes under Section 80C of Income Tax Act
• The investment approach is bottom-up stock picking. The Scheme seeks to add the best opportunities that the market presents, without any sector/cap bias
• Bottom-up stock picking: The Scheme focuses on bottom-up stock picking (i.e. focusing solely on prospects of individual stocks) as opposed to a top-down approach (i.e. predicting macro-economic and political trends and taking investment decisions based on them)
• No cap bias: It will seek to identify the best stocks at a point in time, regardless of any market cap bias
• 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

Scheme name and Type of scheme HSBC Tax Saver Equity Fund (An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit) This product is suitable for investors who are seeking*: To create wealth over long term Investment in equity and equity related securities with no capitalization bias As per AMFI Tier I Benchmark i.e. Benchmark Index: NIFTY 500 TRI Index

*Scheme Risk-o-meter

Benchmark Risk-o-meter (as applicable)

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Note on Risk-o-meters: The risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/disclosure 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.

Visit this link and check the latest Riskometer / Product Labels in the “Performance - Equity Hybrid Debt Global Funds” document of the latest month. Past performance may or may not be sustained in the future and is not indicative of future results. 

Investors are requested to note that as per SEBI (Mutual Funds) Regulations, 1996 and guidelines issued thereunder, HSBC AMC, its employees and/or empaneled distributors/agents are forbidden from guaranteeing/promising/assuring/predicting any returns or future performances of the schemes of HSBC Mutual Fund. Hence please do not rely upon any such statements/commitments. If you come across any such practices, please register a complaint via email at investor.line@mutualfunds.hsbc.co.in.

This document/content is intended only for distribution in Indian jurisdiction. Neither this document nor the units of HSBC Mutual Fund have been registered under Securities law/Regulations in any foreign jurisdiction. The distribution of this document in certain jurisdictions may be unlawful or restricted or totally prohibited and accordingly, persons who come into possession of this document are required to inform themselves about, and to observe, any such restrictions. If any person chooses to access this document from a jurisdiction other than India, then such person do so at his/her own risk and HSBC and its group companies will not be liable for any breach of local law or regulation that such person commits as a result of doing so.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Understanding Equities  at HSBC Mutual Fund India