Best HSBC Hybrid 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.

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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Top 10 Hsbc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HSBC Infrastructure Equity FundEquityHigh-11.5%1star90
HSBC Brazil FundOthersHigh15.7%1star28
HSBC Equity Hybrid FundBalancedModerately High12.1%star656
HSBC Debt FundDebtModerate11.0%3star42
HSBC Managed Solutions India - ModerateOthersModerately High9.0%3star131
HSBC Large Cap Equity Fund EquityModerately High16.5%3star673
HSBC Cash FundDebtLow6.9%3star5,280
HSBC Flexi Debt FundDebtModerate11.0%3star108
HSBC Small Cap Equity FundEquityModerately High-8.6%2star690
HSBC Tax Saver Equity FundEquityModerately High11.9%2star155
HSBC Dividend Yield Equity FundEquityModerately High8.7%2star43
HSBC Low Duration Fund DebtModerately Low-1.6%2star193
HSBC Short Duration Fund DebtModerately Low0.5%2star480
HSBC India Opportunities FundEquityModerately High8.0%2star446
HSBC Managed Solutions India - GrowthOthersModerately High9.8%2star84
View All Top 10 Hsbc Mutual Funds

Let's have a closer look

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

HSBC Infrastructure Equity Fund Direct Growth

Fund Performance: This fund has given -5.12% annualized returns in the last three years. In the last year, its returns were -11.47%. 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 -11.47% 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 ₹1,000.

Min Investment Amt₹5,000
AUM90Cr
1Y Returns-11.5%

HSBC Brazil Direct Plan Growth

Fund Performance: This fund has given 13.78% annualized returns in the last three years. In the last year, its returns were 15.72%. 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 15.72% 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
AUM28Cr
1Y Returns15.7%

HSBC Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 12.13%. It has continually hit its benchmark in the Balanced segment.

Why to invest: It is one of the most remarkable Balanced mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.13% 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
AUM656Cr
1Y Returns12.1%

HSBC Debt Fund Direct Growth

Fund Performance: This fund has given 5.71% annualized returns in the last three years. In the last year, its returns were 11.02%. 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 11.02% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM42Cr
1Y Returns11.0%

HSBC Managed Solutions India Moderate Fund Direct Growth

Fund Performance: This fund has given 8.77% annualized returns in the last three years. In the last year, its returns were 9.01%. 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 9.01% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM131Cr
1Y Returns9.0%

HSBC Large Cap Equity Fund Direct Growth

Fund Performance: This fund has given 13.17% annualized returns in the last three years. In the last year, its returns were 16.52%. 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 16.52% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM673Cr
1Y Returns16.5%

HSBC Cash Fund Direct Growth

Fund Performance: This fund has given 7.02% annualized returns in the last three years. In the last year, its returns were 6.88%. 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 6.88% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM5,280Cr
1Y Returns6.9%

HSBC Flexi Debt Fund Direct Growth

Fund Performance: This fund has given 5.85% annualized returns in the last three years. In the last year, its returns were 11.04%. 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 11.04% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM108Cr
1Y Returns11.0%

HSBC Small Cap Equity Fund Direct Growth

Fund Performance: This fund has given 1.39% annualized returns in the last three years. In the last year, its returns were -8.56%. 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 -8.56% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM690Cr
1Y Returns-8.6%

HSBC Tax Saver Equity Fund Direct Growth

Fund Performance: This fund has given 11.03% annualized returns in the last three years. In the last year, its returns were 11.94%. 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 11.94% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM155Cr
1Y Returns11.9%

HSBC Dividend Yield Equity Fund Direct Growth

Fund Performance: This fund has given 14.54% annualized returns in the last three years. In the last year, its returns were 8.7%. 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 8.7% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM43Cr
1Y Returns8.7%

HSBC Low Duration Fund Direct Growth

Fund Performance: This fund has given 4.16% annualized returns in the last three years. In the last year, its returns were -1.62%. 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 -1.62% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM193Cr
1Y Returns-1.6%

HSBC Short Duration Fund Direct Growth

Fund Performance: This fund has given 4.36% annualized returns in the last three years. In the last year, its returns were 0.48%. 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 0.48% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM480Cr
1Y Returns0.5%

HSBC Multi Cap Equity Fund Direct Growth

Fund Performance: This fund has given 8.95% annualized returns in the last three years. In the last year, its returns were 8.01%. 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 8.01% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM446Cr
1Y Returns8.0%

HSBC Managed Solutions India Growth Fund Direct Growth

Fund Performance: This fund has given 9.73% annualized returns in the last three years. In the last year, its returns were 9.78%. 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 9.78% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM84Cr
1Y Returns9.8%

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