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*

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

Riskometer

HSBC India Export Opportunities Fund

Investors understand that their principal will be at Very High risk

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

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

The product labeling assigned during the New Fund Offer (NFO) is based on internal assessment of the Scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

As per AMFI Tier I Benchmark i.e.
Benchmark Index: Nifty 500 TRI

Source: HSBC Mutual Fund, Government of India, The above list is indicative and the Fund Manager may add such sectors/ industries or activities that satisfies the above exports theme. The above list of sectors/ industries may change over time based on the company disclosures. The above list is indicative and the Fund Manager may add such activities that satisfies the above exports theme. * Refer to the sections “How will the scheme allocate its assets?” and “Where will the scheme invest?” and “What are the Investment Strategies” in the SID for more details on Asset Allocation and Investments. The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any research report nor it should be considered as an investment research, investment recommendation or advice to any reader of this content to buy or sell any stocks / investments. The Fund/portfolio may or may not have any existing / future position in these sector(s)/stock(s)/issuer(s). Past performance may or may not be sustained in future and is not a guarantee of any future returns. Note: Views provided above based on information provided in public domain at this moment and subject to change. Investors should not consider the same as investment advice.

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.

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