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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. 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).

List of HSBC Mutual Fund in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HSBC Value Fund
EquityVery High59.7%4₹12,067
HSBC Flexi Cap Fund
EquityVery High46.4%4₹4,399
HSBC Equity Savings Fund
HybridModerate24.3%4₹274
HSBC Medium Duration Fund
DebtModerate7.5%4₹801
HSBC Low Duration Fund
DebtLow to Moderate7.7%4₹418
HSBC Overnight Fund
DebtLow6.8%4₹2,882
HSBC Infrastructure Fund
EquityVery High72.1%3₹2,410
HSBC Small Cap Fund
EquityVery High52.7%3₹14,619
HSBC Midcap Fund
EquityVery High64.7%3₹10,342
HSBC Large and Mid Cap Fund
EquityModerately High51.6%3₹3,009
HSBC Large Cap Fund
EquityVery High35.1%3₹1,813
HSBC Focused Fund
EquityVery High37.5%3₹1,650
HSBC Managed Solutions India Growth Fund
OtherVery High31.3%3₹42
HSBC Nifty 50 Index Fund
OtherVery High26.4%3₹246
HSBC Equity Hybrid Fund
HybridVery High1.1%3₹474
View All

Key information

Mutual fund nameHSBC Mutual Fund
AMC Setup Date27 May 2002
AMC Incorporation Date12 December 2001
Sponsor nameHSBC Securities and Capital Markets (India) Private Limited
Trustee organisationBoard of Trustees, HSBC Mutual Fund
CIOMr. Venugopal Manghat (Equity), Mr. Shriram Ramanathan (Fixed Income)
Compliance OfficerMr. Sumesh Kumar
MD and CEOMr. Kailash Kulkarni

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How can you invest in HSBC Mutual Funds in India?

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. 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.

2. Ms. Cheenu Gupta
She is a CFA Charter holder (USA), PGDBM (Finance) and has also done B.E.(I.T). Before becoming a part of HSBC Mutual Fund, she was associated with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager. She has also worked as a Senior Research Analyst at ING Investment Management and as a Research Analyst at UTI AMC Ltd.

3. Mr. Gautam Bhupal
He holds a B.Com (Hons), PGDBM and is also a CA, CS. Before getting associated with HSBC Mutual Fund, he was a part of Motilal Oswal Securities Ltd., Vickers Ballas Securities Ltd, SBC Warburg, IDFC Asset Management Company Ltd, UTI Securities Ltd, Infosys Ltd.

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

HSBC Value Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 28.37% & 23.97%. 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₹12,067Cr
1Y Returns59.7%

HSBC Flexi Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.52% & 18.83%. 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₹4,399Cr
1Y Returns46.4%

HSBC Equity Savings Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.72% & 12.17%. 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₹274Cr
1Y Returns24.3%

HSBC Medium Duration Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.06% & 7.35%. The HSBC Medium Duration Fund comes under the Debt category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Medium Duration Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹801Cr
1Y Returns7.5%

HSBC Low Duration Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.89% & 6%. 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₹418Cr
1Y Returns7.7%

HSBC Overnight Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.35% & 4.78%. The HSBC Overnight Fund comes under the Debt category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Overnight Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹2,882Cr
1Y Returns6.8%

HSBC Infrastructure Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 36.8% & 25.88%. 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₹2,410Cr
1Y Returns72.1%

HSBC Small Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 32.56% & 28.13%. 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₹14,619Cr
1Y Returns52.7%

HSBC Midcap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 25.41% & 23.26%. 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₹10,342Cr
1Y Returns64.7%

HSBC Large and Mid Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 24.41% & 20.62%. 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₹3,009Cr
1Y Returns51.6%

HSBC Large Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.41% & 16.75%. The HSBC Large Cap Fund comes under the Equity category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Large Cap Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹1,813Cr
1Y Returns35.1%

HSBC Focused Fund Direct Growth

Fund Performance: 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₹1,650Cr
1Y Returns37.5%

HSBC Managed Solutions India Growth Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.58% & 15.88%. The HSBC Managed Solutions India Growth Fund comes under the Other category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Managed Solutions India Growth Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹42Cr
1Y Returns31.3%

HSBC Nifty 50 Index Fund Direct Growth

Fund Performance: The HSBC Nifty 50 Index Fund comes under the Other category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Nifty 50 Index Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹246Cr
1Y Returns26.4%

HSBC Equity Hybrid Fund Direct Growth

Fund Performance: The HSBC Equity Hybrid Fund comes under the Hybrid category of HSBC Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for HSBC Equity Hybrid Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹474Cr
1Y Returns1.1%

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