Top 10 Hsbc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HSBC Brazil FundOthersHigh34.8%1star28
HSBC Cash FundDebtLow7.4%3star6,452
HSBC Small Cap Equity FundEquityModerately High-16.6%2star659
HSBC Infrastructure Equity FundEquityHigh-22.5%1star84
HSBC Emerging Markets FundOthersHigh2.6%1star9
HSBC Managed Solutions India - GrowthOthersModerately High-3.0%2star84
HSBC Managed Solutions India - ModerateOthersModerately High-1.2%3star140
HSBC Global Consumer Opportunities FundOthersHigh1.5%1star3
HSBC Infrastructure Equity FundEquityHigh-23.2%1star84
HSBC Dividend Yield Equity FundEquityModerately High8.7%2star43
HSBC India Opportunities FundEquityModerately High-12.6%2star427
HSBC Asia Pacific (Ex Japan) Dividend Yield FundOthersHigh5.3%1star6
HSBC Tax Saver Equity FundEquityModerately High-5.6%2star145
HSBC Small Cap Equity FundEquityModerately High-17.4%2star659
HSBC Large Cap Equity Fund EquityModerately High-4.4%2star647
View All Top 10 Hsbc Mutual Funds

Best HSBC Equity Mutual Funds

HSBC Mutual Fund was established on 27th May 2002 has an asset under management of Rs. 10621.84 crore (As of June 2018)

The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.

The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.

With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Let's have a closer look

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

HSBC Brazil Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave 34.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 34.8% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM28Cr
1Y Returns34.8%

HSBC Cash Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.11% annualized returns in the last 3 years. In the last 1 year, it gave 7.37% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.37% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM6,452Cr
1Y Returns7.4%

HSBC Small Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 0.33% annualized returns in the last 3 years. In the last 1 year, it gave -16.62% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -16.62% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM659Cr
1Y Returns-16.6%

HSBC Infrastructure Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -5.12% annualized returns in the last 3 years. In the last 1 year, it gave -22.53% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -22.53% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM84Cr
1Y Returns-22.5%

HSBC Global Emerging Markets Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave 2.56% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.56% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM9Cr
1Y Returns2.6%

HSBC Managed Solutions India Growth Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 6.72% annualized returns in the last 3 years. In the last 1 year, it gave -3.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.03% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM84Cr
1Y Returns-3.0%

HSBC Managed Solutions India Moderate Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 6.47% annualized returns in the last 3 years. In the last 1 year, it gave -1.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM140Cr
1Y Returns-1.2%

HSBC Global Consumer Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 12.4% annualized returns in the last 3 years. In the last 1 year, it gave 1.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM3Cr
1Y Returns1.5%

HSBC Infrastructure Equity Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -5.86% annualized returns in the last 3 years. In the last 1 year, it gave -23.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -23.24% returns in the last 1 year. . Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtN.A
AUM84Cr
1Y Returns-23.2%

HSBC Dividend Yield Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 14.54% annualized returns in the last 3 years. In the last 1 year, it gave 8.7% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.7% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM43Cr
1Y Returns8.7%

HSBC Multi Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 3.68% annualized returns in the last 3 years. In the last 1 year, it gave -12.6% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.6% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM427Cr
1Y Returns-12.6%

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

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 11.38% annualized returns in the last 3 years. In the last 1 year, it gave 5.35% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.35% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM6Cr
1Y Returns5.3%

HSBC Tax Saver Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 5.91% annualized returns in the last 3 years. In the last 1 year, it gave -5.59% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.59% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM145Cr
1Y Returns-5.6%

HSBC Small Cap Equity Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided -0.49% annualized returns in the last 3 years. In the last 1 year, it gave -17.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -17.44% returns in the last 1 year. . Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtN.A
AUM659Cr
1Y Returns-17.4%

HSBC Large Cap Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 8.15% annualized returns in the last 3 years. In the last 1 year, it gave -4.4% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.4% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM647Cr
1Y Returns-4.4%

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What does investing in HSBC Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in HSBC Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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