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. 109825.42 Crore as of 2024, and offers more than 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).
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC Small Cap Fund | Equity | Very High | 87.37 | 0.77 | 7.4% | 18.2% | 21.6% | 19.0% | 18.0% | 3 | ₹13,881 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Multi Cap Fund | Equity | Very High | 19.50 | 0.63 | 10.9% | 24.3% | -- | -- | -- | 5 | ₹4,799 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Value Fund | Equity | Very High | 127.37 | 0.7 | 13.3% | 24.0% | 21.0% | 18.8% | 17.7% | 4 | ₹13,371 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Midcap Fund | Equity | Very High | 473.55 | 0.66 | 23.3% | 27.6% | 20.1% | 18.6% | 18.4% | 3 | ₹11,341 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. See more |
HSBC Credit Risk Fund | Debt | Moderately High | 36.72 | 0.96 | 18.1% | 11.8% | 9.4% | 7.8% | 7.8% | 3 | ₹475 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 Year. See more |
HSBC Large and Mid Cap Fund | Equity | Very High | 30.33 | 0.78 | 16.0% | 22.2% | 17.9% | 16.1% | -- | 3 | ₹4,238 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Equity Savings Fund | Hybrid | Moderately High | 39.43 | 0.67 | 12.9% | 15.0% | 12.3% | 11.2% | 10.3% | 4 | ₹796 | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. See more |
HSBC Infrastructure Fund | Equity | Very High | 54.95 | 1.02 | 12.7% | 23.6% | 23.3% | 18.4% | 17.9% | 3 | ₹2,057 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 90 days. See more |
HSBC Multi Asset Allocation Fund | Hybrid | Very High | 13.81 | 0.48 | 24.1% | -- | -- | -- | -- | -- | ₹2,588 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC India Export Opportunities Fund | Equity | Very High | 10.05 | 1.04 | 12.7% | -- | -- | -- | -- | -- | ₹1,086 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Flexi Cap Fund | Equity | Very High | 245.31 | 1.22 | 10.0% | 19.8% | 16.4% | 14.8% | 14.3% | 4 | ₹4,724 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Gold ETF FoF Direct-Growth | Commodities | High | 10.39 | 0.05 | -- | -- | -- | -- | -- | -- | ₹355 | Exit load of 1%, if redeemed within 15 days. |
HSBC Focused Fund | Equity | Very High | 27.61 | 1.01 | 11.6% | 18.5% | 14.0% | -- | -- | 3 | ₹1,490 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
HSBC Banking and PSU Debt Fund | Debt | Moderate | 26.61 | 0.24 | 5.6% | 7.1% | 5.7% | 6.8% | 7.0% | 3 | ₹3,971 | - |
HSBC Low Duration Fund | Debt | Moderate | 31.83 | 0.39 | 8.0% | 8.0% | 6.8% | 6.6% | 7.1% | 3 | ₹980 | - |
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| Mutual fund name | HSBC Mutual Fund |
| Asset management company name | HSBC Mutual Fund |
| AMC Setup Date | 27 May 2002 |
| AMC Incorporation Date | 27 May 2002 |
| Sponsor name | HSBC Securities and Capital Markets (India) Private Limited |
| Trustee organisation | HSBC Trustees (India) Private Limited |
| CIO | Venugopal Manghat(Chief Investment Officer-Equity), Shriram Ramanathan(Chief Investment Officer-Debt) |
| MD | Mr. Kailash Kulkarni |
| CEO | Kailash Kulkarni(Chief Executive Officer) |
| Compliance Officer | Mr. Sumesh Kumar |
| Total AUM (as of end of last quarter) | ₹1,22,500.19Cr |
| Address | 9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063 |
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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.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.17% & 21.57%. The HSBC Small Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Small Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹13,881Cr |
| 1Y Returns | 7.4% |
Fund Performance: The HSBC Multi Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Multi Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,799Cr |
| 1Y Returns | 10.9% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 23.98% & 21%. The HSBC Value Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Value Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹13,371Cr |
| 1Y Returns | 13.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 27.65% & 20.12%. The HSBC Midcap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Midcap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹11,341Cr |
| 1Y Returns | 23.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 11.8% & 9.39%. The HSBC Credit Risk Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Credit Risk Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹475Cr |
| 1Y Returns | 18.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.21% & 17.87%. The HSBC Large and Mid Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Large and Mid Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,238Cr |
| 1Y Returns | 16.0% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 14.97% & 12.34%. The HSBC Equity Savings Fund comes under the Hybrid category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Equity Savings Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹796Cr |
| 1Y Returns | 12.9% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 23.55% & 23.33%. The HSBC Infrastructure Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Infrastructure Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,057Cr |
| 1Y Returns | 12.7% |
Fund Performance: The HSBC Multi Asset Allocation Fund comes under the Hybrid category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Multi Asset Allocation Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,588Cr |
| 1Y Returns | 24.1% |
Fund Performance: The HSBC India Export Opportunities Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC India Export Opportunities Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,086Cr |
| 1Y Returns | 12.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.75% & 16.42%. The HSBC Flexi Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Flexi Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,724Cr |
| 1Y Returns | 10.0% |
Fund Performance: The HSBC Gold ETF FoF Direct-Growth comes under the Commodities category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Gold ETF FoF Direct-Growth is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹355Cr |
| 1Y Returns | -- |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.53% & 13.96%. The HSBC Focused Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Focused Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,490Cr |
| 1Y Returns | 11.6% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.1% & 5.71%. The HSBC Banking and PSU Debt Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Banking and PSU Debt Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,971Cr |
| 1Y Returns | 5.6% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 8.04% & 6.76%. The HSBC Low Duration Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Low Duration Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹980Cr |
| 1Y Returns | 8.0% |
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