HSBC Conservative Hybrid Fund
Conservative Hybrid Fund- An open ended Hybrid Scheme investing predominantly in debt instruments.
(Formerly known as HSBC Regular Savings Fund. L&T Conservative Hybrid Fund has merged into HSBC Regular Savings Fund and the surviving scheme has been renamed)
Investment Objective
To seek generation of reasonable returns through investments in debt and money market Instruments. The secondary objective of the Scheme is to invest in equity and equity related instruments to seek capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would 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 security 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 Conservative Hybrid Fund?
- The Scheme shall invest in debt and money market instruments and would seek to generate regular returns
- The scheme may also invest in equity and equity related instruments to seek capital appreciation
- 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
HSBC Conservative Hybrid Riskometer
Investors understand that their principal will be at Moderate High risk
Conservative Hybrid Fund - An open ended Hybrid Scheme investing predominantly in debt instruments.
This product is suitable for investors who are seeking*:
- Capital appreciation over medium to long term
-
Investment in fixed income (debt and money market instruments) as well as equity and equity related
securities.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Please note that the above risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/disclosure. As per SEBI circular dated October 5, 2020 on product labelling (as amended from time to time), risk-o-meter will be calculated on a monthly basis based on the risk value of the scheme portfolio based on the methodology specified by SEBI in the above stated circular. The AMC shall disclose the risk-o-meter along with portfolio disclosure for all their schemes on their respective website and on AMFI website within 10 days from the close of each month. 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.
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Index