HSBC Mutual Fund

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

How to Invest in HSBC Mutual Fund via Angel One?

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

Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among HSBC Mutual Fund schemes.

HSBC Midcap Fund

The HSBC Midcap Fund is an open‑ended equity scheme that seeks long‑term capital appreciation by focusing on mid‑cap companies with strong growth potential. Fund management is led by Cheenu Gupta, who targets emerging businesses demonstrating scalability and improving earnings.

The benchmark for the scheme is the NIFTY Midcap 150 TRI. Redemptions of more than 10% of units within 1 year attract an exit load of 1%.

HSBC Multi Cap Fund

The HSBC Multi Cap Fund is an open‑ended equity scheme designed to generate long‑term capital growth through diversified exposure across large‑cap, mid‑cap and small‑cap stocks. The fund is managed by Venugopal Manghat, Mahesh Chhabria and Mayank Chaturvedi, who aim to capture opportunities across all market‑capitalisation segments.

The scheme tracks the NIFTY 500 Multicap 50:25:25 TRI as its benchmark. An exit load of 1% applies if more than 10% of units are redeemed within 1 year.

HSBC Value Fund

The HSBC Value Fund is an open‑ended equity scheme following a value‑oriented strategy aimed at identifying fundamentally strong companies trading below intrinsic value. Fund management is headed by Venugopal Manghat, who seeks undervalued opportunities across market capitalisations.

The benchmark for performance comparison is the NIFTY 500 TRI. A 1% exit load applies when redemptions exceed 10% of units within 1 year.

HSBC Infrastructure Fund

The HSBC Infrastructure Fund is an open‑ended thematic equity scheme designed to achieve long‑term growth by investing in companies linked to India’s infrastructure development. The scheme is managed by Venugopal Manghat and Gautam Bhupal, who target opportunities across construction, power, engineering and related sectors.

Performance is measured against the NIFTY Infrastructure TRI. An exit load of 1% is charged when redemptions above 10% occur within 90 days.

HSBC Nifty Next 50 Index Fund

The HSBC Nifty Next 50 Index Fund is an open‑ended index scheme aiming to mirror the performance of the NIFTY Next 50 Index through passive investing. The fund uses an index‑tracking approach to capture emerging large‑cap opportunities beyond the NIFTY 50.

The benchmark for the scheme is the NIFTY Next 50 TRI. An exit load of 1% applies if more than 10% of units are redeemed within 1 month.

HSBC Large & Mid Cap Fund

The HSBC Large & Mid Cap Fund is an open‑ended equity scheme aiming for long‑term appreciation by investing in a mix of large‑cap and mid‑cap companies. Fund manager Cheenu Gupta targets businesses that combine the stability of established leaders with the growth potential of emerging enterprises.

The benchmark for the fund is the NIFTY Large Midcap 250 TRI. A 1% exit load applies to redemptions exceeding 10% of units within 1 year.

HSBC Asia Pacific (Ex‑Japan) Dividend Yield Fund

The HSBC Asia Pacific (Ex‑Japan) Dividend Yield Fund is an open‑ended fund‑of‑funds scheme aiming for long‑term returns by investing in the HSBC GIF Asia Pacific Ex Japan Equity High Dividend Fund. The scheme is managed by Sonal Gupta, who targets high‑dividend‑paying companies across the Asia‑Pacific region excluding Japan.

The performance benchmark is the MSCI AC Asia Pacific Ex Japan TRI. A 1% exit load applies if units are redeemed within 1 year.

HSBC Business Cycles Fund

The HSBC Business Cycles Fund is an open‑ended thematic equity scheme designed to generate long‑term capital appreciation by investing according to prevailing economic cycles. The fund is managed by Gautam Bhupal, who focuses on sectors poised to benefit from specific phases of the business cycle.

The benchmark used is the NIFTY 500 TRI. Redemptions above 10% of units within 1 year attract an exit load of 1%.

HSBC Global Emerging Markets Fund

The HSBC Global Emerging Markets Fund is an open‑ended fund‑of‑funds scheme targeting long‑term capital appreciation by investing in the HSBC GIF Global Emerging Markets Equity Fund. Fund manager Sonal Gupta focuses on high‑growth opportunities across developing economies worldwide.

The benchmark guiding performance is the MSCI Emerging Markets TRI. A 1% exit load applies if units are redeemed within 1 year.

HSBC ELSS Tax Saver Fund

The HSBC ELSS Tax Saver Fund is an open‑ended equity‑linked savings scheme aimed at long‑term capital appreciation while offering tax benefits under Section 80C. The scheme is managed by Abhishek Gupta, who invests across diversified sectors including financials, technology and capital goods.

The benchmark for the fund is the NIFTY 500 TRI. There is no exit load because the scheme carries a mandatory 3‑year lock‑in.