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.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| HSBC Cash Fund | Debt | Low | 4.8% | 3star | ₹3,905 | |
| HSBC Small Cap Equity Fund | Equity | Moderately High | 1.7% | 2star | ₹303 | |
| HSBC Infrastructure Equity Fund | Equity | High | -14.1% | 1star | ₹73 | |
| HSBC Emerging Markets Fund | Others | High | 17.3% | 1star | ₹12 | |
| HSBC Managed Solutions India - Growth | Others | Moderately High | 0.1% | 3star | ₹36 | |
| HSBC Managed Solutions India - Moderate | Others | Moderately High | 2.6% | 3star | ₹72 | |
| HSBC Global Consumer Opportunities Fund | Others | High | 10.5% | 1star | ₹4 | |
| HSBC India Opportunities Fund | Equity | Moderately High | 0.3% | 2star | ₹330 | |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund | Others | High | 7.5% | 1star | ₹6 | |
| HSBC Tax Saver Equity Fund | Equity | Moderately High | -4.7% | 2star | ₹139 | |
| HSBC Large Cap Equity Fund | Equity | Moderately High | -1.9% | 4star | ₹603 | |
| HSBC Low Duration Fund | Debt | Moderately Low | 4.6% | 2star | ₹138 | |
| HSBC Regular Savings Fund | Hybrid | Moderately High | 7.2% | 3star | ₹82 | |
| HSBC Short Duration Fund | Debt | Moderately Low | 6.7% | 2star | ₹226 | |
| HSBC Debt Fund | Debt | Moderate | 8.8% | 2star | ₹36 | |
| View All Top 10 Hsbc Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 6.41% annualized returns in the last three years. In the last year, its returns were 4.79%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.79% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,905Cr |
| 1Y Returns | 4.8% |
Fund Performance: This fund has given -3.98% annualized returns in the last three years. In the last year, its returns were 1.72%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 1.72% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹303Cr |
| 1Y Returns | 1.7% |
Fund Performance: This fund has given -16.24% annualized returns in the last three years. In the last year, its returns were -14.05%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -14.05% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹73Cr |
| 1Y Returns | -14.1% |
Fund Performance: This fund has given 6.52% annualized returns in the last three years. In the last year, its returns were 17.27%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 17.27% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12Cr |
| 1Y Returns | 17.3% |
Fund Performance: This fund has given 2% annualized returns in the last three years. In the last year, its returns were 0.06%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 0.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹36Cr |
| 1Y Returns | 0.1% |
Fund Performance: This fund has given 3.04% annualized returns in the last three years. In the last year, its returns were 2.59%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 2.59% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹72Cr |
| 1Y Returns | 2.6% |
Fund Performance: This fund has given 8.5% annualized returns in the last three years. In the last year, its returns were 10.54%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4Cr |
| 1Y Returns | 10.5% |
Fund Performance: This fund has given 0.19% annualized returns in the last three years. In the last year, its returns were 0.32%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 0.32% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹330Cr |
| 1Y Returns | 0.3% |
Fund Performance: This fund has given 6.81% annualized returns in the last three years. In the last year, its returns were 7.47%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.47% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹6Cr |
| 1Y Returns | 7.5% |
Fund Performance: This fund has given -0.5% annualized returns in the last three years. In the last year, its returns were -4.68%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -4.68% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹139Cr |
| 1Y Returns | -4.7% |
Fund Performance: This fund has given 3.16% annualized returns in the last three years. In the last year, its returns were -1.85%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -1.85% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹603Cr |
| 1Y Returns | -1.9% |
Fund Performance: This fund has given 3.17% annualized returns in the last three years. In the last year, its returns were 4.59%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.59% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹138Cr |
| 1Y Returns | 4.6% |
Fund Performance: This fund has given 5.51% annualized returns in the last three years. In the last year, its returns were 7.23%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.23% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹82Cr |
| 1Y Returns | 7.2% |
Fund Performance: This fund has given 4% annualized returns in the last three years. In the last year, its returns were 6.7%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.7% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹226Cr |
| 1Y Returns | 6.7% |
Fund Performance: This fund has given 7.37% annualized returns in the last three years. In the last year, its returns were 8.78%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.78% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹36Cr |
| 1Y Returns | 8.8% |
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