HSBC Aggressive Hybrid Fund

Aggressive Hybrid fund - An open ended hybrid scheme investing predominantly in equity and equity related instruments.
(Formerly known as L&T Hybrid Equity Fund. HSBC Equity Hybrid Fund has merged into L&T Hybrid Equity Fund and the surviving scheme has been renamed)

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Investment Objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

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
• We deploy a balanced approach to credit and risk management
• Transparency in investment methodology
• Active investment opportunity supported by proprietary credit research

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
• Fixed Income investment process follows a balanced approach for security selection to achieve optimal risk adjusted returns
• Balanced approach in managing risk – well managed issuer concentration
• Benefits from global investment network and research sharing platform

Why HSBC Aggressive Hybrid Fund?

• To benefit from both asset classes of equity and fixed income for an optimal asset-allocation portfolio
• Aim to seek a balance between long term growth and stability from an actively managed portfolio of equity and equity related securities and fixed income instruments
• Maintains a minimum of 65% allocation to equity and equity related securities and at least 20% allocation to fixed income securities including money market instruments
• 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

Scheme name and Type of scheme HSBC Aggressive Hybrid Fund (An open ended hybrid scheme investing predominantly in equity and equity related instruments) This product is suitable for investors who are seeking*: Long term wealth creation and income Investment in equity and equity related securities and fixed income instruments As per AMFI Tier I. Benchmark Index : Nifty 50 Hybrid composite Debt 65:35 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.

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 Multi Asset Funds (Hybrid) at HSBC Mutual Fund India