HSBC Mutual Fund

Part of HSBC Securities and Capital Markets (India) Private Limited, HSBC Mutual Funds is one of the leading AMCs in the investment market of the country. Being a part of the 7th largest bank in the world, it offers international quality investment options and services to prospective investors across the nation.

HSBC Mutual Fund serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019, and offers 103 different types of schemes under three types of options, equity, debt, and product add-on funds.

An abbreviation of the Hong Kong and Shanghai Banking Corporation, the HSBC empire is over 100 years old and was established by Sir Thomas Sutherland in 1886. It is the world’s 7th largest bank in terms of total assets and revenues. Although it is owned by the British, it has an unbeatable track record in wealth and asset management in South Asia too, besides retail and corporate banking.

Given the unpredictable atmosphere in Hong Kong over the ‘One Nation Two System’ norm, HSBC was though to face stiff resistance in entering the Mutual Funds business in India. That, however, did not happen because of their excellent track record in almost every department of banking.

The HSBC empire has more than 100 million active customers all over the world in every continent except the Polar regions. It has a total market capitalisation of more than £102.7 billion as of the end of 2018. It is the second largest company which is listed on London’s Stock Exchange behind only Royal Dutch Shell.

These figures are sufficient to prove the antecedents of their Mutual Funds business. All their businesses in this sector in India are controlled by their wholly-owned subsidiary, the HSBC Asset Management (India) Private Limited.

HSBC’s India business is one of their biggest assets and it has bigger plans for further growth in South East Asia too.

HSBC’s Mutual Fund house was set up in accordance with the Indian Trusts Act of 1882. Its registration number for the Securities and Exchange Board of India (Mutual Funds) under SEBI’s guidelines is MF/046/02/5 (dated May 27, 2002).

Top Performing Hsbc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HSBC Large Cap Equity Fund EquityModerately High8.3%4star605
HSBC Flexi Debt FundDebtModerate9.1%3star68
HSBC Regular Savings FundHybridModerately High10.5%3star82
HSBC Managed Solutions India - ConservativeOthersModerate8.8%3star54
HSBC Cash FundDebtLow4.3%3star4,051
HSBC Managed Solutions India - ModerateOthersModerately High11.2%3star71
HSBC Managed Solutions India - GrowthOthersModerately High10.6%3star36
HSBC Debt FundDebtModerate9.7%2star36
HSBC Short Duration Fund DebtModerately Low6.5%2star271
HSBC Low Duration Fund DebtModerately Low4.2%2star147
HSBC India Opportunities FundEquityModerately High11.8%2star328
HSBC Tax Saver Equity FundEquityModerately High6.9%2star141
HSBC Small Cap Equity FundEquityModerately High23.9%2star302
HSBC Asia Pacific (Ex Japan) Dividend Yield FundOthersHigh18.1%1star6
HSBC Brazil FundOthersHigh-19.7%1star15
View All Top Performing Hsbc Mutual Funds

Key information

Mutual fundHSBC Mutual Fund
Founded27 May 2002
Incorporated12 December 2001
SponsorsHSBC Securities and Capital Markets (India) Private Limited
TrusteeBoard of Trustees, HSBC Mutual Fund
MD and CEOMr. Ravi Menon
CIOMr. Tushar Pradhan
Compliance OfficerMr. Sumesh Kumar
CustodiansStandard Chartered Bank

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How can you invest in Hsbc Mutual Funds?

HSBC Mutual Funds online application process makes the entire process hassle-free and time-saving. Following are the steps necessary to invest in one of the leading mutual funds in India.

Step 1. Log-in to your existing Groww account, or create a new account if you are a first-time investor.

Step 2. You will have to upload a copy of identity proof issued by the Government of India. Documents like Voter ID, PAN Card, passport, Aadhaar, etc. is accepted.

Step 3. Submit documents that will work as proof of address.

Step 4. After completing the KYC paperwork, select a preferred investment period from the available options.

Step 5. Choose from low, medium, or high-risk investment plans according to your risk appetite.

Step 6. Select HSBC Mutual Funds from the available options as your preferred investment choice.

Step 7. Choose whether you want to invest a lump sum amount by selecting the “Invest One Time” option or invest via SIP with “Start SIP”.

All your HSBC Mutual Funds online will reflect in your Groww account within 3 to 4 business days.

Top Fund Managers

1. Mr. Ravi Menon

Mr. Ravi Menon is the active CEO of HSBC Asset Management India. With over 33 years of experience behind him, this SIBM (Pune) alumni oversees Rs. 11553.0387 Crore of this AMC. Mr. Menon was named as the best Central Bank Governor in Asia-Pacific for 2018, and one of the first regulators to create a dedicated fintech group recognising modern markets and various technology’ risks and benefits.

Mr. Ravi Menon started his career as the manager of ANZ Grindlays Bank in 1986. In 2004, he associated with Union Bank of Switzerland as the Director and joined HSBC Bank in 1998 as the managing director. In February 2009, he was appointed as the Chief Executive Officer and the Head Strategy and Business Development of the HSBC Asset Management: India.

2. Mr. Neelotpal Sahai

Mr. Neelotpal Sahai is the current Head of Equities at HSBC AM (India). He is an Indian Institute of Technology (Varanasi) graduate, with a Post Graduate Diploma in Management from Indian Institute of Management, Kolkata.

Mr. Sahai started his career as a Senior Management Trainee for Hewlett Packard in 1994. In 1997, he moved to SBC Warburg as a Research Analyst and later joined Infosys Technologies Ltd. as a Senior Project Manager.

Mr. Sahai’s tryst in the financial sector started in 2006 when he joined IDFC Investment Advisors Ltd. as a Senior Research Analyst. He became the Director of Equity Portfolio management for IDFC in 2010 and shifted to HSBC Asset Management as the Head of Equities department in 2013. He currently handles Rs. 744 Crore as HSBC Large Cap Equity Fund along with several other associated investment option’s Equity portions.

3. Mr. Tushar Pradhan

Mr. Tushar Pradhan is an experienced professional skilled in Equity Research, Investment Management, Multi-Asset Management, and Portfolio Management. Presently, he is appointed as the Chief Investment Officer at HSBC Asset Management (India) Pvt. Ltd.

Mr. Pradhan completed his MBA in Finance from the University of Hartford and joined HDFC Limited as a Manager Treasury in 1995. After five years of service, he was appointed as Senior Fund Manager in HDFC AMC.

In 2006, Mr. Tushar Pradhan moved to AIG Investments holding the rank of CIO of Equities. Later on, in 2009, he joined HSBC Asset Management Pvt. Ltd. as the Chief Investment Officer. Presently, he is associated with HSBC MF for more than 10 years.

Mr. Pradhan has a history of successfully working in the financial service industry with some of the largest organisations in the market. He currently runs the core asset of the AMC.

4. Mr. Sanjay Shah

Mr. Sanjay Shah is a 1999 alumni of the Indian Institute of Management (Ahmedabad), currently appointed as the Head of Fixed Income at HSBC Asset Management. He has a career in investment banking spanning 20 years, starting his work as the Chief Manager at SBI Mutual Fund.

In 2003, Mr. Shah moved to ICICI Bank as the Manager of Credit Risk Management. In 2006, he was appointed as the Vice President of Lehman Brothers, and after two years, he shifted to HSBC Asset Management as the Head of Fixed Income. He has held this rank for the last 10 years.

Mr. Sanjay Shah handles all the asset allocation for HSBC MF’s fixed income portion. He is also appointed by HSBC as the Desk Head for International Markets and operations.

5. Mr. Aditya Khemani

Mr. Aditya Khemani is the acting Fund Manager of the Equities section of the HSBC Mutual Fund. He has over 14 years of experience in the investment and debt management sector.

Mr. Khemani is an alumnus of Indian Institute of Management, Lucknow. He completed his Post Graduate Degree in Management from IIM in 2005. After that, he joined Morgan Stanley Advantage Services India Pvt. Ltd. as a research analyst in 2005.

Mr. Khemani’s entry in the asset management market was marked with his association with Prudential ICICI Asset Management India Pvt. Ltd. as a Research Analyst-Equities. He specialises in market evaluation, asset management, equity research, and equity management.

Mr. Aditya Khemani was appointed as the Fund Manager in HSBC Asset Management India Pvt. Ltd. in 2007, where he has been associated with for the last 11 years. He oversees all the direct equity fund-related investment options as well as associated products that offer similar terms. Currently, Mr. Aditya Khemani handles an asset sized Rs. 173 Crore as the direct Tax Saver Equity Fund.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

HSBC Large Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. It has given a commendable 7.48% annual returns in the last three years. In the previous year, it delivered 8.35% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM605Cr
1Y Returns8.3%

HSBC Flexi Debt Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Corporate Bond segment. It has given a commendable 8.26% annual returns in the last three years. In the previous year, it delivered 9.11% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM68Cr
1Y Returns9.1%

HSBC Regular Savings Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Conservative segment. It has given a commendable 7.14% annual returns in the last three years. In the previous year, it delivered 10.46% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹5,000
AUM82Cr
1Y Returns10.5%

HSBC Managed Solutions India Conservative Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Domestic segment. It has given a commendable 6.74% annual returns in the last three years. In the previous year, it delivered 8.77% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹5,000
AUM54Cr
1Y Returns8.8%

HSBC Cash Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Liquid segment. It has given a commendable 6.22% annual returns in the last three years. In the previous year, it delivered 4.34% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM4,051Cr
1Y Returns4.3%

HSBC Managed Solutions India Moderate Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Domestic segment. It has given a commendable 5.76% annual returns in the last three years. In the previous year, it delivered 11.16% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹5,000
AUM71Cr
1Y Returns11.2%

HSBC Managed Solutions India Growth Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Domestic segment. It has given a commendable 5.19% annual returns in the last three years. In the previous year, it delivered 10.63% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹5,000
AUM36Cr
1Y Returns10.6%

HSBC Debt Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Medium to Long Duration segment. It has given a commendable 8.52% annual returns in the last three years. In the previous year, it delivered 9.66% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM36Cr
1Y Returns9.7%

HSBC Short Duration Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Short Duration segment. It has given a commendable 4.42% annual returns in the last three years. In the previous year, it delivered 6.5% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM271Cr
1Y Returns6.5%

HSBC Low Duration Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Low Duration segment. It has given a commendable 3.21% annual returns in the last three years. In the previous year, it delivered 4.24% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM147Cr
1Y Returns4.2%

HSBC Multi Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Multi Cap segment. It has given a commendable 3.16% annual returns in the last three years. In the previous year, it delivered 11.84% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM328Cr
1Y Returns11.8%

HSBC Tax Saver Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in ELSS segment. It has given a commendable 2.42% annual returns in the last three years. In the previous year, it delivered 6.92% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹500
AUM141Cr
1Y Returns6.9%

HSBC Small Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Small Cap segment. It has given a commendable -3.66% annual returns in the last three years. In the previous year, it delivered 23.95% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM302Cr
1Y Returns23.9%

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Overseas segment. It has given a commendable 11.19% annual returns in the last three years. In the previous year, it delivered 18.08% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹5,000
AUM6Cr
1Y Returns18.1%

HSBC Brazil Direct Plan Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Overseas segment. It has given a commendable 0.21% annual returns in the last three years. In the previous year, it delivered -19.74% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹5,000
AUM15Cr
1Y Returns-19.7%

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