HSBC India Export Opportunities Fund: If you like to invest in New Fund Offer (NFO) then you have a good opportunity. HSBC Mutual Fund is launching its new scheme HSBC India Export Opportunities Fund on 5 September 2024. This NFO will remain open for investment till 19 September. This is an open-ended equity scheme, which will follow the export theme, that is, it will invest in the stocks of export-oriented companies. This scheme will track the Nifty 500 Total Return Index (TRI).
NFO Review: Motilal Oswal Nifty 500 Momentum 50 Index Fund launched, why should you invest in this scheme, opportunity till 18 September
HSBC India Export Opportunities Fund aims to generate high returns over the long term from an actively managed portfolio of equity and equity-related securities of companies that benefit from the export of goods or services. The scheme offers the option of investing in companies that are part of the export theme across all market capitalisations, i.e., smallcap, smallcap and smallcap segments. The fund will be managed by Abhishek Gupta, Senior Vice President – Equities, HSBC Mutual Fund (for Equities) and Sonal Gupta, Head Research – Equities, HSBC Mutual Fund (for Overseas Securities).
NCD: Adani Enterprises’ NCD gives 9.9% annual return, you can invest for up to 5 years, the scheme will open from September 4
investment strategy
- HSBC India Export Opportunity Fund is an industry leading offering with a unique allocation structure. This thematic fund aims to capitalise on growth in exports.
- The fund aims to invest 80% to 100% of total assets in equity and equity-related securities of companies that benefit from the export of goods or services.
- The fund will invest primarily in equity and equity related securities of companies in sectors/industries that have more than 20% of export revenues from outside India.
- The fund also has the flexibility to invest up to 20% of total assets in other equity and equity-related securities.
- The fund will take exposure to companies that have the potential to generate employment through exports of manufactured goods in India and that benefit from government policies and reforms towards exports as a sector.
PPF: Raise 1 crore fund from PPF, then the income on the same account will be more than 50 thousand monthly, this is the special rule
In which sectors to invest
Manufacturing : Automobiles and Auto Components, Industrial Products and Manufacturing, Electrical Equipment, Pharmaceuticals and Biotechnology, Chemicals, Textiles and Apparel, Construction, Agricultural Food, Petroleum Products and Metals.
Services : IT Software & Services, Telecom Services, Transport Services, Health Services.
Opportunities are increasing in the export sector
Speaking at the launch of the NFO, Kailash Kulkarni, CEO, HSBC Mutual Fund said, “The Indian government’s ambitious target of achieving $2 trillion in annual exports by 2030 reflects the country’s goal to expand its international trade footprint. Our strength in skilled labour and focus on supply chain diversification along with reforms and incentives enhance our competitive edge in global markets. Exports are a constantly evolving opportunity for the country, helping businesses improve productivity and efficiency. Overall, India is well positioned to leverage this potential, support economic development and boost growth.
SIP in Child Plan: Child plans with 14 to 16% annualized return, 2 crores earned by saving 5 thousand monthly, where will you get so much benefit
Aiming for high returns in the mid to long term
Venugopal Manghat, CIO-Equity, HSBC Mutual Fund, said that the stock will be selected keeping in mind several parameters including business fundamentals, industry structure, relative business strength among peers, quality of management, sensitivity to economic factors, financial strength of the company, company’s earnings and valuation. We believe that this, along with our bottom-up approach to investment, can help generate high returns for our potential investors in the mid to long term.
(Note: We have only provided information about the new fund offer here. This is not an investment advice. There are risks in the market, so take a decision on investing only after consulting an advisor.)
