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HSBC India Export Opportunities Fund

HSBC India Export Opportunities Fund

(An open-ended equity scheme following export theme)

HSBC India Export Opportunities Fund aims to capture the growth in exports. The thematic scheme intends to invest predominantly in Equities and Equity Related Securities of companies from the sectors/industry having exports revenue more than 20 per cent from outside India. The fund aims to invest 80 per cent to 100 per cent of the assets in companies that have exports revenue of more than 20 per cent. The fund also has flexibility to invest up to 20 per cent asset in other equities and equity related securities. This thematic fund is one of the unique offerings in the industry having this differentiated allocation structure.

Investment Focus*

Exports to grow at ~15 per cent CAGR over FY24-30

HSBC India Export Opportunities Fund

Investment Objective

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.

Our philosophy

  • Follow investment mandate
  • Active Fund Management
  • Research based stock selection
  • Robust risk management

Our process

Proprietary research drives stock selection:

Power of SAPM - Equity investment process comprises three stages

  • Selection of Ideas
  • Analysis of Companies
  • Portfolio Creation and Monitoring

Why HSBC India Export Opportunities Fund?

HSBC India Export Opportunities Fund (HEOF) aims to benefit from the India’s export growth and can provide below advantages.

  • Indian export has grown 10 per cent CAGR compared to pre-Covid era, 1.7x of nominal GDP growth
  • By 2030 India’s target for Export is USD 2tn which reflects strong 15 per cent CAGR
  • India offers some distinct driving factors for export growth such as cost-effective skilled labour and government reforms
  • HSBC India Export Opportunities Fund (HEOF) aims to capture this growth trend by investing in export-oriented companies having export revenue of more than 20 per cent. The fund will invest 80 per cent to 100 in such companies
  • Along with proven stock selection process (SAPM), HEOF will also filter companies based on our 4C evaluation viz. Company MOAT, Corporate Governance, Cash Flows and comparative valuations

Driving factors of Export growth

Exports to grow at - ~15 per cent CAGR vs Nominal GDP growth of 10 per cent over 2023-30


Scheme name and Type of scheme

HSBC India Export Opportunities Fund

(An open ended equity scheme following export theme)

This product is suitable for investors
who are seeking*:

  • To create wealth over long term
  • Investment predominantly in equity and equity related securities of companies engaged
    in or expected to benefit from export of goods or Services.
  • *Scheme Risk-o-meter

     


    Scheme Risk-o-meter
    Benchmark Risk-o-meter (as applicable)
    As per AMFI Tier I Benchmark i.e. Benchmark : Nifty 500 TRI
    Scheme Risk-o-meter

    * 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.