Fund Name
Ratings
Risk
3Y Returns
AUM

HSBC Small Cap Fund Direct IDCW Reinvestment

Equity Small Cap Fund

1

Very High

39.99%

₹11,551.58 cr.

Invest

HSBC Small Cap Fund Direct IDCW Payout

Equity Small Cap Fund

1

Very High

39.99%

₹11,551.58 cr.

Invest

HSBC Small Cap Fund Direct Growth

Equity Small Cap Fund

1

Very High

39.98%

₹11,551.58 cr.

Invest

HSBC Infrastructure Fund Direct IDCW Payout

Equity Sectoral / Thematic

0

Very High

34.86%

₹1,810.68 cr.

Invest

HSBC Infrastructure Fund Direct IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

34.86%

₹1,810.68 cr.

Invest

HSBC Infrastructure Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

34.75%

₹1,810.68 cr.

Invest

HSBC Value Fund Direct IDCW Reinvestment

Equity Value Fund

0

Very High

28.05%

₹9,288.69 cr.

Invest

HSBC Value Fund Direct IDCW Payout

Equity Value Fund

0

Very High

28.05%

₹9,288.69 cr.

Invest

HSBC Value Fund Direct Growth

Equity Value Fund

0

Very High

28.03%

₹9,288.69 cr.

Invest

HSBC Business Cycles Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

23.88%

₹620.38 cr.

Invest

HSBC Business Cycles Fund Direct IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

23.87%

₹620.38 cr.

Invest

HSBC Business Cycles Fund Direct IDCW Payout

Equity Sectoral / Thematic

0

Very High

23.87%

₹620.38 cr.

Invest

HSBC Midcap Fund Direct IDCW Payout

Equity Mid Cap Fund

1.5

Very High

23.31%

₹8,007.73 cr.

Invest

HSBC Midcap Fund Direct IDCW Reinvestment

Equity Mid Cap Fund

1.5

Very High

23.31%

₹8,007.73 cr.

Invest

HSBC Midcap Fund Direct Growth

Equity Mid Cap Fund

1.5

Very High

23.29%

₹8,007.73 cr.

Invest

HSBC Large and Mid Cap Fund Direct Growth

Equity Large & Mid Cap Fund

2.5

Very High

21.44%

₹2,301.63 cr.

Invest

HSBC Large and Mid Cap Fund Direct IDCW Payout

Equity Large & Mid Cap Fund

2.5

Very High

21.39%

₹2,301.63 cr.

Invest

HSBC Large and Mid Cap Fund Direct IDCW Reinvestment

Equity Large & Mid Cap Fund

2.5

Very High

21.39%

₹2,301.63 cr.

Invest

HSBC Focused Fund Direct Growth

Equity Focused Fund

0

Very High

20.35%

₹1,375.65 cr.

Invest

HSBC Focused Fund Direct IDCW Payout

Equity Focused Fund

0

Very High

20.35%

₹1,375.65 cr.

Invest

HSBC Focused Fund Direct IDCW Reinvestment

Equity Focused Fund

0

Very High

20.35%

₹1,375.65 cr.

Invest

HSBC Tax Saver Equity Fund Growth Direct

Equity ELSS

1.5

Very High

20.23%

₹192.04 cr.

Invest

HSBC Tax Saver Equity Fund IDCW Direct Plan Payout

Equity ELSS

1.5

Very High

20.14%

₹192.04 cr.

Invest

HSBC Tax Saver Equity Fund IDCW Direct Plan Reinvestment

Equity ELSS

1.5

Very High

20.14%

₹192.04 cr.

Invest

HSBC Flexi Cap Fund Direct IDCW Payout

Equity Flexi Cap Fund

2.5

Very High

19.96%

₹3,504.18 cr.

Invest

HSBC Flexi Cap Fund Direct IDCW Reinvestment

Equity Flexi Cap Fund

2.5

Very High

19.96%

₹3,504.18 cr.

Invest

HSBC Flexi Cap Fund Direct Growth

Equity Flexi Cap Fund

2.5

Very High

19.96%

₹3,504.18 cr.

Invest

HSBC ELSS Fund Direct Growth

Equity ELSS

0

Very High

17.91%

₹3,191.28 cr.

Invest

HSBC ELSS Fund Direct IDCW Payout Payout

Equity ELSS

0

Very High

17.89%

₹3,191.28 cr.

Invest

HSBC Managed Solutions Growth Direct

Other FoFs Domestic

0

Very High

17.21%

₹37.70 cr.

Invest

HSBC Managed Solutions Growth Dividend Direct Reinvestment

Other FoFs Domestic

0

Very High

17.21%

₹37.70 cr.

Invest

HSBC Managed Solutions Growth Dividend Direct Payout

Other FoFs Domestic

0

Very High

17.21%

₹37.70 cr.

Invest

HSBC Nifty 50 Index Fund Direct IDCW Payout

Other Index Fund

0

Very High

16.79%

₹194.73 cr.

Invest

HSBC Nifty 50 Index Fund Direct IDCW Reinvestment

Other Index Fund

0

Very High

16.79%

₹194.73 cr.

Invest

HSBC Nifty 50 Index Fund Direct Growth

Other Index Fund

0

Very High

16.79%

₹194.73 cr.

Invest

HSBC Large Cap Fund Direct Growth

Equity Large Cap Fund

2.5

Very High

16.74%

₹1,502.31 cr.

Invest

HSBC Large Cap Fund Direct IDCW Payout

Equity Large Cap Fund

2.5

Very High

16.71%

₹1,502.31 cr.

Invest

HSBC Large Cap Fund Direct IDCW Reinvestment

Equity Large Cap Fund

2.5

Very High

16.71%

₹1,502.31 cr.

Invest

HSBC Nifty Next 50 Index Fund Direct IDCW Payout

Other Index Fund

0

Very High

16.39%

₹68.36 cr.

Invest

HSBC Nifty Next 50 Index Fund Direct IDCW Reinvestment

Other Index Fund

0

Very High

16.39%

₹68.36 cr.

Invest

HSBC Nifty Next 50 Index Fund Direct Growth

Other Index Fund

0

Very High

16.39%

₹68.36 cr.

Invest

HSBC Managed Solutions Moderate Growth Direct

Other FoFs Domestic

0

High

14.75%

₹56.32 cr.

Invest

HSBC Aggressive Hybrid Fund Direct IDCW Payout

Hybrid Aggressive Hybrid Fund

1.5

Very High

14.49%

₹4,755.95 cr.

Invest

HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment

Hybrid Aggressive Hybrid Fund

1.5

Very High

14.49%

₹4,755.95 cr.

Invest

HSBC Aggressive Hybrid Fund Direct Growth

Hybrid Aggressive Hybrid Fund

1.5

Very High

14.48%

₹4,755.95 cr.

Invest

HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment

Hybrid Aggressive Hybrid Fund

1.5

Very High

14.45%

₹4,755.95 cr.

Invest

HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout

Hybrid Aggressive Hybrid Fund

1.5

Very High

14.45%

₹4,755.95 cr.

Invest

HSBC Equity Savings Fund Direct Growth

Hybrid Equity Savings

3

Moderate

12.75%

₹175.39 cr.

Invest

HSBC Equity Savings Fund Direct Monthly IDCW Payout

Hybrid Equity Savings

3

Moderate

12.51%

₹175.39 cr.

Invest

HSBC Equity Savings Fund Direct Monthly IDCW Reinvestment

Hybrid Equity Savings

3

Moderate

12.51%

₹175.39 cr.

Invest

HSBC Equity Savings Fund Direct Quarterly IDCW Payout

Hybrid Equity Savings

3

Moderate

12.08%

₹175.39 cr.

Invest

HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment

Hybrid Equity Savings

3

Moderate

12.08%

₹175.39 cr.

Invest

HSBC Balanced Advantage Fund Direct IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

1.5

Moderately High

10.3%

₹1,323.06 cr.

Invest

HSBC Balanced Advantage Fund Direct IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

1.5

Moderately High

10.3%

₹1,323.06 cr.

Invest

HSBC Balanced Advantage Fund Direct Growth

Hybrid Dynamic Asset Allocation or Balanced Advantage

1.5

Moderately High

10.29%

₹1,323.06 cr.

Invest

HSBC Conservative Hybrid Fund Direct Growth

Hybrid Conservative Hybrid Fund

1.5

Moderately High

8.09%

₹107.36 cr.

Invest

HSBC Conservative Hybrid Fund Direct Monthly IDCW Payout

Hybrid Conservative Hybrid Fund

1.5

Moderately High

7.58%

₹107.36 cr.

Invest

HSBC Conservative Hybrid Fund Direct Monthly IDCW Reinvestment

Hybrid Conservative Hybrid Fund

1.5

Moderately High

7.58%

₹107.36 cr.

Invest

HSBC Conservative Hybrid Fund Direct Quarterly IDCW Payout

Hybrid Conservative Hybrid Fund

1.5

Moderately High

6.61%

₹107.36 cr.

Invest

HSBC Conservative Hybrid Fund Direct Quarterly IDCW Reinvestment

Hybrid Conservative Hybrid Fund

1.5

Moderately High

6.61%

₹107.36 cr.

Invest

HSBC Credit Risk Fund Direct Growth

Debt Credit Risk Fund

2

Moderately High

5.84%

₹523.39 cr.

Invest

HSBC Credit Risk Fund Direct IDCW Reinvestment

Debt Credit Risk Fund

2

Moderately High

5.74%

₹523.39 cr.

Invest

HSBC Credit Risk Fund Direct IDCW Payout

Debt Credit Risk Fund

2

Moderately High

5.74%

₹523.39 cr.

Invest

HSBC Medium Duration Fund Direct Growth

Debt Medium Duration Fund

2.5

Moderate

5.65%

₹689.05 cr.

Invest

HSBC Medium Duration Fund Direct IDCW Reinvestment

Debt Medium Duration Fund

2.5

Moderate

5.5%

₹689.05 cr.

Invest

HSBC Medium Duration Fund Direct IDCW Payout

Debt Medium Duration Fund

2.5

Moderate

5.5%

₹689.05 cr.

Invest

HSBC Arbitrage Fund Direct Quarterly IDCW Reinvestment

Hybrid Arbitrage Fund

3

Low

5.49%

₹1,766.06 cr.

Invest

HSBC Arbitrage Fund Direct Quarterly IDCW Payout

Hybrid Arbitrage Fund

3

Low

5.49%

₹1,766.06 cr.

Invest

HSBC Arbitrage Fund Direct Growth

Hybrid Arbitrage Fund

3

Low

5.49%

₹1,766.06 cr.

Invest

HSBC Managed Solutions Conservative Growth Direct

Other FoFs Domestic

0

Moderate

5.32%

₹29.12 cr.

Invest

HSBC Low Duration Fund Direct Growth

Debt Low Duration Fund

0

Moderately Low

5.29%

₹517.37 cr.

Invest

HSBC Ultra Short Duration Fund Direct Growth

Debt Ultra Short Duration Fund

4.5

Moderately Low

5.16%

₹2,294.68 cr.

Invest

HSBC Ultra Short Duration Fund Direct Daily IDCW Reinvestment

Debt Ultra Short Duration Fund

4.5

Moderately Low

5.15%

₹2,294.68 cr.

Invest

HSBC Ultra Short Duration Fund Direct Weekly IDCW Reinvestment

Debt Ultra Short Duration Fund

4.5

Moderately Low

5.12%

₹2,294.68 cr.

Invest

HSBC Low Duration Fund Direct Monthly IDCW Reinvestment

Debt Low Duration Fund

0

Moderately Low

5.07%

₹517.37 cr.

Invest

HSBC Low Duration Fund Direct Monthly IDCW Payout

Debt Low Duration Fund

0

Moderately Low

5.07%

₹517.37 cr.

Invest

HSBC Liquid Fund Direct Daily IDCW Reinvestment

Debt Liquid Fund

1

Moderately Low

5.03%

₹18,480.41 cr.

Invest

HSBC Arbitrage Fund Direct Monthly IDCW Reinvestment

Hybrid Arbitrage Fund

3

Low

5.03%

₹1,766.06 cr.

Invest

HSBC Arbitrage Fund Direct Monthly IDCW Payout

Hybrid Arbitrage Fund

3

Low

5.03%

₹1,766.06 cr.

Invest

HSBC Liquid Fund Growth Direct

Debt Liquid Fund

1

Moderately Low

5%

₹18,480.41 cr.

Invest

HSBC Money Market Fund Direct Growth

Debt Money Market Fund

2

Moderately Low

4.95%

₹1,288.96 cr.

Invest

HSBC Ultra Short Duration Fund Direct Monthly IDCW Reinvestment

Debt Ultra Short Duration Fund

4.5

Moderately Low

4.92%

₹2,294.68 cr.

Invest

HSBC Ultra Short Duration Fund Direct Monthly IDCW Payout

Debt Ultra Short Duration Fund

4.5

Moderately Low

4.92%

₹2,294.68 cr.

Invest

HSBC Liquid Fund Direct Weekly IDCW Payout

Debt Liquid Fund

1

Moderately Low

4.9%

₹18,480.41 cr.

Invest

HSBC Liquid Fund Direct Weekly IDCW Reinvestment

Debt Liquid Fund

1

Moderately Low

4.9%

₹18,480.41 cr.

Invest

HSBC Money Market Fund Direct Weekly IDCW Reinvestment

Debt Money Market Fund

2

Moderately Low

4.88%

₹1,288.96 cr.

Invest

HSBC Money Market Fund Direct Daily IDCW Reinvestment

Debt Money Market Fund

2

Moderately Low

4.85%

₹1,288.96 cr.

Invest

HSBC Overnight Fund Direct Growth

Debt Overnight Fund

2

Low

4.78%

₹2,621.31 cr.

Invest

HSBC Liquid Fund Direct Monthly IDCW Payout

Debt Liquid Fund

1

Moderately Low

4.77%

₹18,480.41 cr.

Invest

HSBC Liquid Fund Direct Monthly IDCW Reinvestment

Debt Liquid Fund

1

Moderately Low

4.77%

₹18,480.41 cr.

Invest

HSBC Overnight Fund Direct Weekly IDCW Reinvestment

Debt Overnight Fund

2

Low

4.74%

₹2,621.31 cr.

Invest

HSBC Overnight Fund Direct Weekly IDCW Payout

Debt Overnight Fund

2

Low

4.74%

₹2,621.31 cr.

Invest

HSBC Money Market Fund Direct Monthly IDCW Payout

Debt Money Market Fund

2

Moderately Low

4.73%

₹1,288.96 cr.

Invest

HSBC Money Market Fund Direct Monthly IDCW Reinvestment

Debt Money Market Fund

2

Moderately Low

4.73%

₹1,288.96 cr.

Invest

HSBC Overnight Fund Direct Daily IDCW Reinvestment

Debt Overnight Fund

2

Low

4.69%

₹2,621.31 cr.

Invest

HSBC Short Duration Fund Direct Growth

Debt Short Duration Fund

2

Moderately Low

4.41%

₹3,372.94 cr.

Invest

HSBC Corporate Bond Fund Direct Growth

Debt Corporate Bond Fund

2

Moderate

4.38%

₹6,605.16 cr.

Invest

HSBC Corporate Bond Fund Direct Semi Annual IDCW Reinvestment

Debt Corporate Bond Fund

2

Moderate

4.38%

₹6,605.16 cr.

Invest

HSBC Corporate Bond Fund Direct Semi Annual IDCW Payout

Debt Corporate Bond Fund

2

Moderate

4.38%

₹6,605.16 cr.

Invest

HSBC Short Duration Fund Direct Plan Monthly IDCW Reinvestment

Debt Short Duration Fund

2

Moderately Low

4.17%

₹3,372.94 cr.

Invest

HSBC Short Duration Fund Direct Plan Monthly IDCW Payout

Debt Short Duration Fund

2

Moderately Low

4.17%

₹3,372.94 cr.

Invest

HSBC Banking and PSU Debt Fund Direct Growth

Debt Banking and PSU Fund

0

Moderate

3.93%

₹4,488.58 cr.

Invest

HSBC Credit Risk Fund Direct Annual IDCW Reinvestment

Debt Credit Risk Fund

2

Moderately High

3.9%

₹523.39 cr.

Invest

HSBC Credit Risk Fund Direct Annual IDCW Payout

Debt Credit Risk Fund

2

Moderately High

3.9%

₹523.39 cr.

Invest

HSBC Dynamic Bond Fund Direct Growth

Debt Dynamic Bond

0

Moderate

3.9%

₹182.40 cr.

Invest

HSBC Dynamic Bond Fund Direct Annual IDCW Reinvestment

Debt Dynamic Bond

0

Moderate

3.89%

₹182.40 cr.

Invest

HSBC Dynamic Bond Fund Direct Annual IDCW Payout

Debt Dynamic Bond

0

Moderate

3.89%

₹182.40 cr.

Invest

HSBC Banking and PSU Debt Fund Direct Weekly IDCW Reinvestment

Debt Banking and PSU Fund

0

Moderate

3.89%

₹4,488.58 cr.

Invest

HSBC Short Duration Fund Direct Quarterly IDCW Reinvestment

Debt Short Duration Fund

2

Moderately Low

3.77%

₹3,372.94 cr.

Invest

HSBC Short Duration Fund Direct Quarterly IDCW Payout

Debt Short Duration Fund

2

Moderately Low

3.77%

₹3,372.94 cr.

Invest

HSBC Corporate Bond Fund Direct Quarterly IDCW Reinvestment

Debt Corporate Bond Fund

2

Moderate

3.74%

₹6,605.16 cr.

Invest

HSBC Corporate Bond Fund Direct Quarterly IDCW Payout

Debt Corporate Bond Fund

2

Moderate

3.74%

₹6,605.16 cr.

Invest

HSBC Gilt Fund Direct Growth

Debt Gilt Fund

1.5

Moderate

3.73%

₹212.27 cr.

Invest

HSBC Gilt Fund Direct Quarterly IDCW Reinvestment

Debt Gilt Fund

1.5

Moderate

3.73%

₹212.27 cr.

Invest

HSBC Gilt Fund Direct Quarterly IDCW Payout

Debt Gilt Fund

1.5

Moderate

3.73%

₹212.27 cr.

Invest

HSBC Banking and PSU Debt Fund Direct Daily IDCW Reinvestment

Debt Banking and PSU Fund

0

Moderate

3.69%

₹4,488.58 cr.

Invest

HSBC Dynamic Bond Fund Direct Monthly IDCW Reinvestment

Debt Dynamic Bond

0

Moderate

3.68%

₹182.40 cr.

Invest

HSBC Dynamic Bond Fund Direct Monthly IDCW Payout

Debt Dynamic Bond

0

Moderate

3.68%

₹182.40 cr.

Invest

HSBC Banking and PSU Debt Fund Direct Monthly IDCW Reinvestment

Debt Banking and PSU Fund

0

Moderate

3.58%

₹4,488.58 cr.

Invest

HSBC Banking and PSU Debt Fund Direct Monthly IDCW Payout

Debt Banking and PSU Fund

0

Moderate

3.58%

₹4,488.58 cr.

Invest

HSBC Medium To Long Duration Fund Direct Growth

Debt Medium to Long Duration Fund

1

Moderate

3.36%

₹44.13 cr.

Invest

HSBC Brazil Fund Growth Direct

Other FoFs Overseas

0

Very High

3.13%

₹36.15 cr.

Invest

HSBC Brazil Fund IDCW Direct Plan Payout

Other FoFs Overseas

0

Very High

3.12%

₹36.15 cr.

Invest

HSBC Brazil Fund IDCW Direct Plan Reinvestment

Other FoFs Overseas

0

Very High

3.12%

₹36.15 cr.

Invest

HSBC Medium Duration Fund Direct Annual IDCW Reinvestment

Debt Medium Duration Fund

2.5

Moderate

3.05%

₹689.05 cr.

Invest

HSBC Medium Duration Fund Direct Annual IDCW Payout

Debt Medium Duration Fund

2.5

Moderate

3.05%

₹689.05 cr.

Invest

HSBC Low Duration Fund Direct Annual IDCW Reinvestment

Debt Low Duration Fund

0

Moderately Low

2.9%

₹517.37 cr.

Invest

HSBC Low Duration Fund Direct Annual IDCW Payout

Debt Low Duration Fund

0

Moderately Low

2.9%

₹517.37 cr.

Invest

HSBC Medium To Long Duration Fund Direct Quarterly IDCW Reinvestment

Debt Medium to Long Duration Fund

1

Moderate

2.85%

₹44.13 cr.

Invest

HSBC Corporate Bond Fund Direct Annual IDCW Reinvestment

Debt Corporate Bond Fund

2

Moderate

2.78%

₹6,605.16 cr.

Invest

HSBC Corporate Bond Fund Direct Annual IDCW Payout

Debt Corporate Bond Fund

2

Moderate

2.78%

₹6,605.16 cr.

Invest

HSBC Medium To Long Duration Fund Regular Quarterly IDCW Payout

Debt Medium to Long Duration Fund

1

Moderate

2.44%

₹44.13 cr.

Invest

HSBC Short Duration Fund Direct Annual IDCW Reinvestment

Debt Short Duration Fund

2

Moderately Low

1.95%

₹3,372.94 cr.

Invest

HSBC Short Duration Fund Direct Annual IDCW Payout

Debt Short Duration Fund

2

Moderately Low

1.95%

₹3,372.94 cr.

Invest

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Growth Direct

Other FoFs Overseas

0

Very High

1.17%

₹6.77 cr.

Invest

HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW Payout

Other FoFs Overseas

0

Very High

1.17%

₹6.77 cr.

Invest

HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW Reinvestment

Other FoFs Overseas

0

Very High

1.17%

₹6.77 cr.

Invest

HSBC Crisil IBX Gilt June 2027 Index Fund Direct IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹246.92 cr.

Invest

HSBC Managed Solutions India Moderate Fund Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderately High

0%

₹56.32 cr.

Invest

HSBC Managed Solutions India Moderate Fund Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderately High

0%

₹56.32 cr.

Invest

HSBC Managed Solutions India Conservative Fund Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderate

0%

₹38.30 cr.

Invest

HSBC Managed Solutions India Conservative Fund Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderate

0%

₹38.30 cr.

Invest

HSBC Overnight Fund Dividend Direct Monthly Payout

Debt Overnight Fund

2

Low

0%

₹2,621.31 cr.

Invest

HSBC Overnight Fund Dividend Direct Monthly Reinvestment

Debt Overnight Fund

2

Low

0%

₹2,621.31 cr.

Invest

HSBC Global Equity Climate Change Fund of Fund Direct Growth

Other FoFs Overseas

0

Very High

0%

₹167.89 cr.

Invest

HSBC Global Equity Climate Change Fund of Fund Direct Plan IDCW Payout

Other FoFs Overseas

0

Very High

0%

₹167.89 cr.

Invest

HSBC Global Equity Climate Change Fund of Fund Direct Plan IDCW Reinvestment

Other FoFs Overseas

0

Very High

0%

₹167.89 cr.

Invest

HSBC Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth

Other Index Fund

0

Moderate

0%

₹2,187.39 cr.

Invest

HSBC Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Payout of IDCW Payout

Other Index Fund

0

Moderate

0%

₹2,187.39 cr.

Invest

HSBC Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Reinvestment of IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹2,187.39 cr.

Invest

HSBC Multi Cap Fund Direct Growth

Equity Multi Cap Fund

0

Very High

0%

₹1,780.82 cr.

Invest

HSBC Multi Cap Fund Direct IDCW Payout

Equity Multi Cap Fund

0

Very High

0%

₹1,780.82 cr.

Invest

HSBC Multi Cap Fund Direct IDCW Reinvestment

Equity Multi Cap Fund

0

Very High

0%

₹1,780.82 cr.

Invest

HSBC Crisil IBX Gilt June 2027 Index Fund Direct Growth

Other Index Fund

0

Moderate

0%

₹246.92 cr.

Invest

HSBC Crisil IBX Gilt June 2027 Index Fund Direct IDCW Payout

Other Index Fund

0

Moderate

0%

₹246.92 cr.

Invest

HSBC Global Emerging Market Fund Growth Direct

Other FoFs Overseas

0

Very High

-3.66%

₹27.55 cr.

Invest

HSBC Global Emerging Markets Fund IDCW Direct Plan Payout

Other FoFs Overseas

0

Very High

-3.67%

₹27.55 cr.

Invest

HSBC Global Emerging Markets Fund IDCW Direct Plan Reinvestment

Other FoFs Overseas

0

Very High

-3.67%

₹27.55 cr.

Invest

About HSBC Mutual Fund

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 of June 2023, HSBC has about 51 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 March 2023 was ₹87,122 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

KP

Kapil Punjabi

Fund Manager since Apr 2022 (1 year)

NS

Neelotpal Sahai

Fund Manager since Apr 2022 (1 year)

GB

Gautam Bhupal

Fund Manager since Feb 2017 (6 years)

RK

Ranjithgopal K.A

Fund Manager since Apr 2022 (1 year)

VM

Venugopal Manghat

Fund Manager since Dec 2019 (4 years)

RJ

Ritesh Jain

Fund Manager since Mar 2023 (9 months)

PA

Praveen Ayathan

Fund Manager since Apr 2022 (1 year)

SR

Shriram Ramanathan

Fund Manager since Mar 2015 (8 years)

JS

Jalpan Shah

Fund Manager since May 2016 (7 years)

How to Invest in HSBC Mutual Fund ?

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.

Documents Required To Invest in HSBC Mutual Fund

HSBC Mutual Fund investment through Angel One is made convenient with our seamless and fully digital KYC process. To complete your KYC, you will need to provide the following essential documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof – Aadhar Card is recommended, including both the front and back sides.
  4. Bank Account Details, along with a cancelled cheque if deemed necessary.
  5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, granting you swift and efficient access to HSBC Mutual Funds, whether you’re a new or returning investor. Your financial goals are well within reach with our user-friendly platform. Your KYC process will be completed in just 48-72 business hours, allowing you to start your mutual fund journey without delay.

Top 10 HSBC Mutual Fund to Invest

Name of the Fund Sub Category AUM (₹ in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
HSBC Small Cap Fund Small Cap Fund 11,549.4 1,000 42.36 22.22
HSBC Infrastructure Fund Sectoral Fund – Infrastructure 1,856.26 5,000 39.63 17.85
HSBC Value Fund Value Fund 9,236.98 5,000 30.13 18.29
HSBC Business Cycles Fund Thematic Fund 633.4 5,000 27.47 16.57
HSBC Large & Mid Cap Fund Large & Mid Cap Fund 2,335.54 1,000 25.64
HSBC Midcap Fund Mid Cap Fund 7,956.62 5,000 24.13 16.08
HSBC Tax Saver Equity Fund Equity Linked Savings Scheme (ELSS) 197.04 500 23.67 14.99
HSBC Focused Fund Focused Fund 1410.4 1500 23.63
HSBC Flexi Cap Fund Flexi Cap Fund 3,534.1 5,000 23.28 14.52
HSBC ELSS Fund Equity Linked Savings Scheme (ELSS) 3,294.98 500 20.93 12.65

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

HSBC Small Cap Fund

This fund falls under the Small Cap category and manages assets worth ₹11,549.4 crore. With an expense ratio of 0.71%, it has exhibited a 3-year Compounded Annual Growth Rate (CAGR) of 42.36%. You can start investing with just ₹1,000. The HSBC Small Cap Fund focuses on smaller companies within the market, aiming to provide growth opportunities by investing in their equities.

HSBC Infrastructure Fund

Categorised as a Sectoral Fund focused on Infrastructure, this fund oversees an AUM of ₹1,856.26 crore and maintains an expense ratio of 1.07%. Over the past 3 years, it has shown a CAGR of 39.63%. The minimum investment amount is ₹5,000. The HSBC Infrastructure Fund concentrates on companies within the infrastructure sector, offering potential growth prospects through investments in this segment.

HSBC Value Fund

As a Value Fund, this scheme manages assets worth ₹9,236.98 crore and carries an expense ratio of 0.8%. It has delivered a 3-year CAGR of 30.13%. To get started, you need a minimum investment of ₹5,000. The HSBC Value Fund focuses on stocks that appear undervalued in the market, with the aim of long-term capital appreciation.

HSBC Business Cycles Fund

This Thematic Fund holds an AUM of ₹633.4 crore and has an expense ratio of 1.36%. Over the last 3 years, it has demonstrated a CAGR of 27.47%. The minimum investment amount is ₹5,000. The HSBC Business Cycles Fund concentrates on businesses influenced by economic cycles, seeking to capitalise on opportunities presented by these cycles.

HSBC Large & Mid Cap Fund

Categorised as a Large & Mid Cap Fund, this scheme manages assets worth ₹2,335.54 crore with an expense ratio of 1%. It has exhibited a 3-year CAGR of 25.64%. You can start investing with just ₹1,000. The HSBC Large & Mid Cap Fund invests in a blend of large and mid-sized companies’ stocks to provide a balanced portfolio.

HSBC Midcap Fund

This Mid Cap Fund oversees assets worth ₹7,956.62 crore and carries an expense ratio of 0.7%. Over the past 3 years, it has shown a CAGR of 24.13%. The minimum investment amount is ₹5,000. The HSBC Midcap Fund focuses on mid-sized companies’ equities, aiming for growth opportunities within this segment.

HSBC Tax Saver Equity Fund

Categorised as an Equity Linked Savings Scheme (ELSS), this fund manages ₹197.04 crore with an expense ratio of 1.3%. It has provided a 3-year CAGR of 23.67%. The minimum investment requirement is ₹500. The HSBC Tax Saver Equity Fund offers tax benefits under Section 80C of the Income Tax Act while investing in equities.

HSBC Focused Fund

The HSBC Focused Fund, with an AUM of ₹1,410.4 crore and an expense ratio of 0.95%, has delivered a 3-year CAGR of 23.63%. You can start investing with ₹1500. This fund concentrates on a select group of stocks, emphasising a focused approach to generate potential returns.

HSBC Flexi Cap Fund

Categorised as a Flexi Cap Fund, this scheme manages assets worth ₹3,534.1 crore with an expense ratio of 1.19%. Over the last 3 years, it has demonstrated a CAGR of 23.28%. The minimum investment amount is ₹5,000. The HSBC Flexi Cap Fund has the flexibility to invest across market cap, aiming for capital growth.

HSBC ELSS Fund

Another Equity Linked Savings Scheme (ELSS), this fund manages ₹3,294.98 crore with an expense ratio of 1.11%. It has provided a 3-year CAGR of 20.93%. The minimum investment requirement is ₹500. The HSBC ELSS Fund offers tax benefits under Section 80C while investing primarily in equities.

Mutual Funds Calculator

HSBC Mutual Fund 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 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 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 ₹1.5 lakh under Section 80C every financial year from your taxable income.