|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
HSBC Infrastructure Fund Equity Sectoral / Thematic |
Very High |
29.28% |
₹2,611.16 cr. |
||
|
HSBC Small Cap Fund Equity Small Cap Fund |
Very High |
28.27% |
₹16,919.61 cr. |
||
|
HSBC Small Cap Fund Direct IDCW Reinvestment Equity Small Cap Fund |
Very High |
28.25% |
₹16,919.61 cr. |
||
|
HSBC Small Cap Fund Direct IDCW Payout Equity Small Cap Fund |
Very High |
28.25% |
₹16,919.61 cr. |
||
|
HSBC Infrastructure Fund Direct Growth Equity Sectoral / Thematic |
Very High |
27.76% |
₹2,790.49 cr. |
||
|
HSBC Midcap Fund Direct IDCW Payout Equity Mid Cap Fund |
Very High |
27.5% |
₹11,767.99 cr. |
||
|
HSBC Midcap Fund Direct IDCW Reinvestment Equity Mid Cap Fund |
Very High |
27.5% |
₹11,767.99 cr. |
||
|
HSBC Midcap Fund Equity Mid Cap Fund |
Very High |
27.48% |
₹11,767.99 cr. |
||
|
HSBC Small Cap Fund Direct Growth Equity Small Cap Fund |
Very High |
26.84% |
₹17,306.21 cr. |
||
|
HSBC Small Cap Fund Direct IDCW Reinvestment Equity Small Cap Fund |
Very High |
26.82% |
₹17,306.21 cr. |
||
|
HSBC Small Cap Fund Direct IDCW Payout Equity Small Cap Fund |
Very High |
26.82% |
₹17,306.21 cr. |
||
|
HSBC Business Cycles Fund Equity Sectoral / Thematic |
Very High |
26.71% |
₹995.40 cr. |
||
|
HSBC Business Cycles Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
26.7% |
₹995.40 cr. |
||
|
HSBC Business Cycles Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
26.7% |
₹995.40 cr. |
||
|
HSBC Value Fund Direct IDCW Reinvestment Equity Value Fund |
Very High |
26.15% |
₹13,603.00 cr. |
||
|
HSBC Value Fund Direct IDCW Payout Equity Value Fund |
Very High |
26.15% |
₹13,603.00 cr. |
||
|
HSBC Value Fund Equity Value Fund |
Very High |
26.13% |
₹13,603.00 cr. |
||
|
HSBC Infrastructure Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
25.97% |
₹2,611.16 cr. |
||
|
HSBC Infrastructure Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
25.97% |
₹2,611.16 cr. |
||
|
HSBC Infrastructure Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
24.5% |
₹2,790.49 cr. |
||
|
HSBC Infrastructure Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
24.5% |
₹2,790.49 cr. |
||
|
HSBC Midcap Fund Direct IDCW Payout Equity Mid Cap Fund |
Very High |
23.87% |
₹12,280.21 cr. |
||
|
HSBC Midcap Fund Direct IDCW Payout Equity Mid Cap Fund |
Very High |
23.87% |
₹12,280.21 cr. |
||
|
HSBC Midcap Fund Direct Growth Equity Mid Cap Fund |
Very High |
23.85% |
₹12,280.21 cr. |
||
|
HSBC Large and Mid Cap Fund Equity Large & Mid Cap Fund |
Very High |
23.47% |
₹3,608.53 cr. |
||
|
HSBC Business Cycles Fund Direct Growth Equity Sectoral / Thematic |
Very High |
23.45% |
₹1,003.45 cr. |
||
|
HSBC Large and Mid Cap Fund Direct IDCW Payout Equity Large & Mid Cap Fund |
Very High |
23.44% |
₹3,608.53 cr. |
||
|
HSBC Large and Mid Cap Fund Direct IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
23.44% |
₹3,608.53 cr. |
||
|
HSBC Business Cycles Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
23.44% |
₹1,003.45 cr. |
||
|
HSBC Business Cycles Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
23.44% |
₹1,003.45 cr. |
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.
| 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 Kailash Kulkarni |
| Chief Investment Officer | Mr Venugopal Manghat (equity) & Mr Shriram Ramanathan (debt) |
| Compliance Officer | Mr Sumesh Kumar |
NS
Neelotpal Sahai
Fund Manager since Apr 2022 (2 years)
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Neelotpal Sahai did his PGDM in Finance from Indian Institute of Management, Calcutta. He worked at HCL Hewlett Packard, SBC Warburg, Infosys Technologies Ltd, IDFC Investment Advisors Ltd, IDFC Mutual Fund and HSBC Asset Management before joining HDFC Mutual Fund.
VM
Venugopal Manghat
Fund Manager since Dec 2019 (5 years)
View Details
Venugopal Manghat did his MBA from Institute of Management Studies, Indore. He worked at Tata Asset Management Ltd before joining L&T Mutual Fund as the Co Head Equities.
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:
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.
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:
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.
| 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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