HSBC Equity Savings Fund
Equity Savings Fund - An open ended scheme investing in equity, arbitrage and debt.
(Formerly known as L&T Equity Savings Fund)
Investment Objective
The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. 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
- 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 Savings Fund?
- Asset allocation between equity and debt depending on prevailing market and economic conditions
- Aims to build a portfolio of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk reward balance
- Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook
- 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 Equity Savings Fund Riskometer
Investors understand that their principal will be at Moderate Risk
Equity Savings Fund - An open ended scheme investing in equity. arbitrage and debt.
This product is suitable for investors who are seeking*:
-
Generation of regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segment and long-term capital appreciation through unhedged exposure to equity and equity related instruments
- Investment in equity and equity related instruments, derivatives and debt and money market instruments
*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 Equity Savings Index
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