Fund Name
|
Ratings
|
Risk
|
1Y Returns
|
AUM
|
|
---|---|---|---|---|---|
HSBC Ultra Short Duration Growth Fund |
4.5 |
Low |
25% |
₹1,00,900 cr. |
Invest |
HSBC Equity Savings Growth Fund |
3 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
HSBC Arbitrage Growth Fund |
3 |
Low |
25% |
₹1,00,900 cr. |
Invest |
HSBC Value Growth Fund |
3 |
High |
25% |
₹1,00,900 cr. |
Invest |
HSBC Medium Duration Growth Fund |
3.5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
HSBC Large & Mid Cap Growth Fund |
2.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
HSBC Dynamic Bond Growth Fund |
2.5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
HSBC Large Cap Growth Fund |
2.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
HSBC Money Market Growth Fund |
2 |
Low |
25% |
₹1,00,900 cr. |
Invest |
HSBC Small Cap Growth Fund |
1 |
Very High |
25% |
₹1,00,900 cr. |
Invest |
About HSBC Mutual Funds
HSBC Mutual Fund has been managing equity and debt assets for the past two decades in India. They offer differentiated product offerings across all asset classes. As on February 2023, HSBC has about 41 fund schemes across the equity, debt, hybrid, and other fund categories for a range of clients like institutional investors, commercial and corporate clients, financial intermediaries, and retail and private banking clients.
HSBC Mutual Funds is one of the leading AMC in our country, and it is sponsored by HSBC Securities and Capital Markets (India) Private Limited. The average monthly average assets under management (AUM) that were managed by HSBC Mutual Funds for the month of February 2023 was Rs. 83906.48 crore.
HSBC Mutual Fund Key Information
Founding date | 27 May 2002 |
AMC Incorporation date | 12 December 2001 |
Headquarters (India) | Mumbai |
Name of the sponsors | HSBC Securities and Capital Markets (India) Private Limited, member of the HSCB group. |
Trustee organisation | Board of Trustees, HSBC Mutual Fund |
MD and CEO | Mr Ravi Menon |
Chief Investment Officer | Mr Tushar Pradhan |
Compliance Officer | Mr Sumesh Kumar |
HSBC Mutual Fund Managers
CG
Ms Cheenu Gupta
Ms Gupta is a CFA Charter holder, PGDBM (Finance) & B.E. (I.T). Before joining HSBC Mutual Fund, she worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as a Senior Research Analyst, and UTI AMC Ltd. as Research Analyst.
VM
Mr Venugopal Manghat
VN
Mr Vihang Shankar Naik
GB
Mr Gautam Bhupal
How to invest in HSBC Mutual Funds?
Investing in the HSBC Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.
Note: In case you do not have an account with Angel One, you can open a Demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
- Search for the fund you want to invest in from funds listed by Angel One across categories.
- Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
- Evaluate the fund’s level of risk and weigh it against your risk tolerance.
- Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
- You may consider the fund’s expense ratio to get an idea about the cost of investing in it.
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
- Decide whether your want to invest in a lump sum or via monthly SIP
- Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
- After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.
Top 5 HSBC Mutual Funds to Invest in
The following are some of the best Invesco Mutual Funds available in the market among others -
Name of the Fund | Type of fund | Minimum investment amount | AUM | 3 year return annualised | 5 year annualised return |
HSBC Small Cap Fund | Small Cap Fund | 5000 | 8625.96 | 44.66 | 12.72 |
HSBC Value Fund | Value Fund | 5000 | 7781.82 | 33.05 | 11.56 |
HSBC Large Cap Fund | Large Cap Fund | 5000 | 1405.25 | 23.17 | 10.50 |
HSBC Flexi Cap Fund | Flexi Cap Fund | 5000 | 3097.27 | 26.42 | 9.24 |
HSBC Infrastructure Fund | Sectoral/Thematic Fund | 5000 | 1476.31 | 33.46 | 9.12 |
Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.
HSBC Small Cap Fund
This fund is an open-ended equity scheme that predominantly invests in small-cap stocks. As on February 28, 2023, the fund has an AUM of Rs. 8625.96 crore and aims to replicate the performance of its benchmark - the NIFTY Small Cap 250 TRI. The expense ratio for regular and direct investment modes is 1.86% and 0.77%, respectively.
HSBC Value Fund
This fund is an open-ended equity scheme following a value investment strategy. The Scheme could also invest in Foreign Securities in international markets. As on February 28, 2023, the fund has an AUM of Rs. 7781.82 crore and aims to replicate the performance of its benchmark - the NIFTY 500 TRI. The expense ratio for regular and direct investment modes is 1.85% and 0.84%, respectively.
HSBC Large Cap Fund
This fund is an open-ended equity scheme that predominantly invests in large-cap stocks. As on February 28, 2023, the fund has an AUM of Rs. 1405.25 crore and aims to replicate the performance of its benchmark - the NIFTY 100 TRI. The expense ratio for regular and direct investment modes is 2.24% and 1.26%, respectively.
HSBC Flexicap Fund
This is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. As on February 28, 2023, the fund has an AUM of Rs. 3097.27 crore and aims to replicate the performance of its benchmark - the NIFTY 500 TRI. The expense ratio for regular and direct investment modes is 2.04% and 1.23%, respectively.
HSBC Infrastructure Fund
This fund is an open-ended equity scheme following an infrastructure theme. As on February 28, 2023, the fund has an AUM of Rs. 1476.31 crore and aims to replicate the performance of its benchmark - the NIFTY Infrastructure TRI. The expense ratio for regular and direct investment modes is 2.21% and 1.14%, respectively.
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