HSBC Multi Cap Fund

Multi Cap Fund - An open-ended equity scheme investing across large cap, mid cap, small cap stocks

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Investment Objective

The investment objective of the fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Multi Cap funds can be all-weather funds as the diversity of market cap allocations helps the fund throughout various market cap cycles.

These funds must have a minimum 25 per cent allocation each to Large Cap, Mid Cap, and Small Cap stocks, while up to 25 per cent can be invested dynamically in equity or debt/money market instruments.

Combining all three market cap segments in one fund also makes it less volatile compared to standalone Mid Cap or Small Cap funds.

Investment Strategy

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 Multi Cap Fund?

• The fund with minimum weight to Large, Mid and Small Caps (25 per cent each) and flexi allocation of up to 25 per cent to equity or Debt Securities & Money Market instruments, has potential to offer effective diversification and consistent better performance
• The fund will focus on bottom up stock picking which is rewarding across cycles. Stock selection using our investment approach
• Explore well researched Large Caps with visibility on earnings growth, relatively under-owned Mid Caps and under explored Small Cap businesses through HSBC Multi Cap Fund

Scheme name and Type of scheme HSBC Multi Cap Fund (An open ended equity scheme investing across large cap, mid cap, small cap stocks) This product is suitable for investors who are seeking*: To create wealth over long-term Investment predominantly in equity and equity related securities across market capitalization As per AMFI Tier I. Benchmark Index: NIFTY 500 Multi-cap 50:25:25 TRI

*Scheme Risk-o-meter   Investors understand that their principal will be at Very High risk

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.

Potential Risk Class (‘PRC’) matrix indicates the maximum interest rate risk (measured by Macaulay Duration of the scheme) and maximum credit risk (measured by Credit Risk Value of the scheme) the fund manager can take in the scheme. PRC matrix classification is done in accordance with and subject to the methodology/guidelines prescribed by SEBI to help investors take informed decision based on the maximum interest rate risk and maximum credit risk the fund manager can take in the scheme, as depicted in the PRC matrix.

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