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HSBC Mutual Fund
HSBC Mutual Fund, a subsidiary of HSBC Securities and Capital Markets (India) Private Limited, is a leading player in India's investment market. It offers 103 diverse schemes in equity, debt, and specialized funds. Established in 2002, it operates under SEBI guidelines and is part of HSBC's global asset management arm with $641 billion in assets. Led by CEO Kailash Kulkarni, it manages Rs. 87,122 crore as of April 2023, making it a significant player in India's mutual fund landscape.
Investment Plans
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Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
In-built life cover
Top performing plans with High Returns**
Invest ₹10K/month & Get ₹1 Crore returns*
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Mutual Funds in India
- HSBC Mutual Fund
Top Performing HSBC Mutual Fund
| Fund Name | Category | 1-Year Returns | 5-Years Return | Fund Size |
| HSBC Managed Solutions India Growth Fund | Other | 16.70% | 14.15% | ₹38 |
| HSBC Balanced Advantage Fund | Hybrid | 12.90% | 9.97% | ₹1,374 |
| HSBC Nifty 50 Index Fund | Other | 14.00% | - | ₹192 |
| HSBC Arbitrage Fund | Hybrid | 7.60% | 5.66% | ₹1,700 |
| HSBC Equity Hybrid Fund | Hybrid | 1.10% | - | ₹475 |
| HSBC Flexi Cap Fund | Equity | 21.60% | 14.90% | ₹3,534 |
| HSBC Low Duration Fund | Debt | 7.50% | 6.15% | ₹477 |
| HSBC Ultra Short Duration Fund | Debt | 7.20% | - | ₹2,752 |
| HSBC Liquid Fund | Debt | 7.00% | 5.25% | ₹18,269 |
| HSBC Small Cap Fund | Equity | 33.00% | 22.94% | ₹11,549 |
| HSBC Infrastructure Fund | Equity | 36.00% | 18.75% | ₹1,856 |
| HSBC Equity Savings Fund | Hybrid | 13.30% | 10.40% | ₹156 |
| HSBC Value Fund | Equity | 31.30% | 19.15% | ₹9,237 |
| HSBC Medium Duration Fund | Debt | 7.90% | 2.24% | ₹689 |
| HSBC Conservative Hybrid Fund | Hybrid | 9.40% | 8.56% | ₹109 |
About HSBC Mutual Fund
HSBC Mutual Fund's extensive experience in asset management is underscored by its 21-year presence in the Indian market. The fund house adheres to the Indian Trusts Act of 1882 and is registered with the Securities and Exchange Board of India (SEBI) under the designation MF/046/02/5, a testament to its commitment to regulatory compliance.
HSBC Mutual Fund's strength lies not only in its domestic operations but also in its global reach. As part of HSBC Asset Management, a global asset manager with a staggering $641 billion in assets and a presence in 23 countries as of March 2023, the mutual fund house leverages its international exposure to deliver sustainable investment solutions.
Highlights of HSBC Mutual Fund
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As of April 2023, HSBC Mutual Fund manages a diverse portfolio of 41 schemes with a total Assets Under Management (AUM) amounting to Rs 87,122 crore.
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These schemes are categorized as follows: 14 in equity, 15 in debt, 5 in hybrid, and 7 fall into other categories.
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Breaking down the AUM further, the equity schemes represent a substantial Rs 39,240 crore, while the debt schemes comprise Rs 39,079 crore. The hybrid schemes contribute an additional Rs 8,326 crore to the fund's assets.
The top-performing schemes, based on AUM as of April 2023, are as follows:
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HSBC Liquid Fund
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HSBC Small Cap Fund
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HSBC Value Fund
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HSBC Corporate Bond Fund
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HSBC Midcap Fund
Key Information About HSBC Mutual Fund
| Asset Management Company Name | HSBC Asset Management India |
| Mutual fund name | HSBC Mutual Fund |
| Founded | 27 May, 2002 |
| MD and CEO | Mr. Ravi Menon |
| AMC Incorporation Date | 12 December 2001 |
| Trustee Organisation | Board of Trustees, HSBC Mutual Fund |
| Custodians | Standard Chartered Bank |
| Compliance Officer | Mr. Sumesh Kumar |
| Top Fund Managers | Mr. Aditya Khemani Mr. Tushar Pradhan Mr. Sanjay Shah Mr. Ravi Menon Mr. Neelotpal Sahai |
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
What are the Documents Required to Invest in HSBC Mutual Fund?
The documentation required for KYC (Know Your Client) comprises evidence of both address and identity. Below is a compilation of officially recognized documents that are acceptable:
Proof of Address
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Aadhaar Card
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Passport
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Utility bills such as electricity or gas bills
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Voter ID Card
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Ration Card
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Bank account statement or passbook
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Driver's License
Proof of Identity
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Aadhaar Card
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Any other legitimate identity card issued by the Central or State Government
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Voter ID Card
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Passport
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PAN Card (Compulsory)
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Driver's License
FAQ's
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Does HSBC offer mutual funds?
Yes, HSBC offers mutual funds in India through its asset management company, HSBC Asset Management (India) Private Limited. HSBC Mutual Fund offers a wide range of mutual fund schemes across different asset classes, including equity, debt, and hybrid, to cater to the diverse needs of its investors. -
Is HSBC mutual fund good?
HSBC Mutual Fund is one of the leading asset management companies in India with a strong track record of performance. Many of its mutual fund schemes have consistently outperformed their respective benchmarks over the long term. HSBC Mutual Fund is also known for its high standards of corporate governance and transparency. -
Who merged with HSBC MF?
In 2018, HSBC Mutual Fund merged with L&T Mutual Fund. The merged entity is now known as L&T HSBC Asset Management Company Limited. -
Is HSBC multicap fund good?
HSBC Multi Cap Fund is a good mutual fund scheme for investors who are looking for exposure to a diversified portfolio of stocks across different market capitalizations. The fund has a good track record of performance and has consistently outperformed its benchmark index over the long term.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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