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.

Top 10 Hsbc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HSBC Small Cap Equity FundEquityModerately High-17.3%3star503
HSBC India Opportunities FundEquityModerately High-4.8%3star579
HSBC Infrastructure Equity FundEquityHigh-28.0%2star113
HSBC Dividend Yield Equity FundEquityModerately High8.7%2star43
HSBC Tax Saver Equity FundEquityModerately High-8.5%2star155
HSBC Large Cap Equity Fund EquityModerately High0.2%2star692
HSBC Dynamic FundEquityModerately High3.1%1star45
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 Small Cap Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 9.28% annualized returns in the last 3 years. In the last 1 year, it gave -17.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -17.3% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Dhiraj Sachdev

Launch Date31 Dec 2012
Min Investment Amt10,000
Groww Rating3star
AUM503Cr
1Y Returns-17.3%

HSBC India Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 11.41% annualized returns in the last 3 years. In the last 1 year, it gave -4.81% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.81% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Neelotpal Sahai

Launch Date31 Dec 2012
Min Investment Amt10,000
Groww Rating3star
AUM579Cr
1Y Returns-4.8%

HSBC Infrastructure Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 2.4% annualized returns in the last 3 years. In the last 1 year, it gave -28.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -28.03% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Dhiraj Sachdev

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM113Cr
1Y Returns-28.0%

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. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Amaresh Mishra, Gautam Bhupal

Launch Date16 Jan 2013
Min Investment Amt10,000
Groww Rating2star
AUM43Cr
1Y Returns8.7%

HSBC Tax Saver Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 10.45% annualized returns in the last 3 years. In the last 1 year, it gave -8.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.46% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Aditya Khemani

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating2star
AUM155Cr
1Y Returns-8.5%

HSBC Large Cap Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 12.3% annualized returns in the last 3 years. In the last 1 year, it gave 0.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.23% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Neelotpal Sahai

Launch Date31 Dec 2012
Min Investment Amt10,000
Groww Rating2star
AUM692Cr
1Y Returns0.2%

HSBC Dynamic Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 10.77% annualized returns in the last 3 years. In the last 1 year, it gave 3.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.11% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjay Shah, Neelotpal Sahai

Launch Date10 Jan 2013
Min Investment Amt10,000
Groww Rating1star
AUM45Cr
1Y Returns3.1%

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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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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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