History of Hindustan Unilever Ltd

Explore
Open Demat Account Login

HSBC Mutual Funds

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

HIDE

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

View

VN

Mr Vihang Shankar Naik

View

GB

Mr Gautam Bhupal

View

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:

  1. Search for the fund you want to invest in from funds listed by Angel One across categories.
  2. 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.
  3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  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.

  1. Decide whether your want to invest in a lump sum or via monthly SIP
  2. 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
  3. 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.

FAQs

Should I invest in the HSBC Mutual Fund scheme?
This depends on your investment requirements. Before investing in the HSBC Mutual Fund schemes, consider factors such as HSBC Mutual Fund NAV, returns, risk, volatility, the fund manager’s experience, and your own return expectations and risk tolerance. You can check individual fund details on the Angel One app or the web to make an informed investment decision.
How to start HSBC Mutual Fund SIP online?
You can start HSBC Mutual FundsSIP online on the go. Invest in [Name of the AMC] SIP online through the Angel One app or web platform for a hassle-free investing experience. Doing this will allow you to track all your investments in one place. Alternatively, you can visit AMC’s official website to start a SIP online.
How to redeem HSBC Mutual Funds Online?
You can redeem your HSBC Mutual Funds units in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit https://www.angelone.in/mutual-funds/.
How much time does it take to redeem HSBC Mutual Fund?
Redemption of equity, debt, and conservative hybrid funds generally happens within 2-4 working days of the withdrawal initiation. The proceeds are transferred to your registered bank account. The proceeds of liquid funds take 1-2 working days to be deposited in your bank account.
What are the redemption charges of HSBC Mutual Fund?
There are various exit loads or redemption charges charged by HSBC Mutual Funds. The charges depend on the type of fund, the time period, and the percentage of funds being redeemed.
How to increase the SIP amount in the HSBC Mutual Fund?
You can do this by visiting https://www.angelone.in/mutual-funds/. or the Angel One App under the Mutual Funds section. Alternatively, you can visit AMC's official website.
How can I get the HSBC Mutual Fund statement?
Go to the Angel One app or website and check in the Mutual Funds section. You may also choose to visit the official website of AMC.
Are HSBC Mutual Fund schemes tax-free?
There are funds that fall under the category of Equity-linked Savings Scheme or ELSS that allow you to claim a tax deduction of up to Rs. 1.5 lakh under Section 80C every financial year from your taxable income.

Enjoy Zero Brokerage on
Equity Delivery

Enjoy Zero Brokerage on Equity Delivery

Get the link to download the App

Send App Link