HSBC India Export Opportunities Fund Review – Regular Plan

HSBC India Export Opportunities Fund Review – HSBC India Export Opportunities Fund Direct NFO Open on 5 September 2024 and Close on 19 September 2024. HSBC India Export Opportunities Fund Direct NFO Allotment Date is 25 September 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount  is ₹5,000. The Minimum SIP Investment Amount is 500.

Type of the Scheme

An open-ended equity scheme following export theme.

Scheme Benchmark : Nifty 500 Total Return Index (TRI) – The composition of the benchmark is such that, it is most suited for comparing performance of the Scheme of HSBC Mutual Fund. The Trustees reserves the right to change the benchmark in future, if a benchmark better suited to the investment objective of the Scheme is available.

HSBC India Export Opportunities Fund Scheme Benchmark

HSBC India Export Opportunities Fund Nfo Important Date

Investment Objective of the Scheme ? 

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.

HSBC India Export Opportunities Fund Nfo Other Details

HSBC India Export Opportunities Fund Review Asset Allocation

Manager Manage the Scheme?

Fund Manger : Abhishek Gupta
Qualification : PGDM IIMC, CFA, CFA Institute, USA, BCom (hons) from SRCC Delhi.
Experience :  Over 19 years of experience HSBC Asset Management (India) Private Limited as SVP– Fund Management Equities (Since Feb 2024) Prior Assignment: Edelweiss Mutual Fund – Equity Investments from July 2021 to January 2024 Goldman Sachs Asset Management – Equity Investments December 2010 to June 2021.

Fund Manger : Sonal Gupta
Qualification : CFA Charter from CFA Institute, USA Post Graduate Diploma in Management from Indian Institute of Management, Bangalore. Bachelors in Mechanical Engineering, Delhi College of Engineering, Delhi University.
Experience :  Over 16 years of experience HSBC Asset Management (India) Private. Limited as Head Research – Equities (Since November 26, 2022) Prior Assignments: L&T Investment Management Limited as Head of Research – Equity from June 1, 2021 to November 25, 2022 UBS Securities India Pvt Ltd from June 19, 2006 till May 28, 2021 [Director – Equity Research (since Mar’ 2010)].

HSBC India Export Opportunities Fund Sector Representation

HSBC India Export Opportunities Fund Review Index Return

Where Will the Scheme Invest ? 

• Equity and equity related securities including convertible bonds and debentures and warrants carrying the right to obtain equity shares.
• ADRs/GDRs issued by the Indian companies, subject to the guidelines issued by the Reserve Bank of India and Securities and Exchange Board of India.
• Units issued by REITs and InvITs.
• Foreign securities including overseas funds and Exchange Traded Funds as may be permitted by SEBI/RBI.
• Liquid and Overnight mutual funds.
• Stock index futures and such other derivative instruments permitted by SEBI/RBI.
• Securities issued / guaranteed by the Central, State and local governments, local bodies and/or repos/reverse repos/ready forward contracts in such government securities as are or may be permitted under the Regulations and RBI from time to time (including but not limited to coupon bearing bonds, zero coupon bonds and treasury bills).
• Indian Depository Receipts (IDR) issued by foreign companies, subject to the guidelines issued by the Reserve Bank of India and Securities and Exchange Board of India. Debt obligations of domestic government agencies and statutory bodies, which may or may not carry a Central/State Government guarantee.
• Corporate debt (of both public and private sector undertakings).
• Debt Obligations of banks (both public and private sector) and financial institutions.
• Money market instruments permitted by SEBI and/ or RBI, having residual maturities of up to 1 year.
• Cash or cash equivalents with residual maturity of less than 91 days will not be treated as creating any exposure.
• Certificate of Deposits (CDs).
• Commercial Paper (CPs).
• Bills of Exchange /Promissory Notes.
• Securitized debt.
• TREPS and Reverse repos.
• Floating rate debt instruments.
• Repurchase and reverse repurchase obligations in securities.
• Repo in Corporate Bonds.
• The non-convertible part of convertible securities.
• Any other domestic fixed income securities.
• Pass through, Pay through or other Participation Certificates representing interest in a pool of assets including receivables.
• Any other instruments as may be permitted by SEBI from time to time, subject to regulatory approval, if any.

Also Read: UTI Nifty200 Quality 30 Index Fund Review

HSBC India Export Opportunities Fund Registrar

Computer Age Management Services Ltd.
7th Floor, Tower II, Rayala Towers, 158,
Anna Salai, Chennai – 600002
Telephone:1800-3010-6767
Email: enq_h@camsonline.com
Website: www.camsonline.com

HSBC India Export Opportunities Fund Form Download

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