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HSBC Mutual Fund

HSBC Global Asset Management Pvt. Ltd. is one of the leading emerging market asset management business of India and abroad. HSBC Global Asset Management is a division of Hong Kong Shanghai Banking Corporation - Retail Banking and Wealth Management, the asset management division of HSBC Holdings plc.

HSBC Holdings plc is a British multinational banking and financial services holding company. It is the 7ᵗʰ largest bank in the world, and the largest in Europe, with total assets of US$2.374 trillion.

HSBC Asset Management (India) Pvt. Ltd. is the investment manager of HSBC Mutual Fund in India.

Types of Mutual Funds Offered by HSBC

HSBC Mutual Fund primarily offers three types of funds - equity, debt and product add-ons funds.

Equity Fund Products

HSBC Large Cap Equity Fund

TypeOpen ended
Fund manager Neelotpal Sahai
Fund manager NIFTY 50 Total Return
RiskModerately high
Asset size (Crores)₹744
Returns % (1Yr)-2.83
Returns % (3Yr)9.23
Returns % (5Yr)12.91

Investment objective: To generate long-term capital appreciation from a managed portfolio of equities and equity related securities of large cap corporates.

Suitable for: Investment in predominantly large cap equity and equity related securities.

HSBC Dynamic Asset Allocation Fund

TypeOpen ended
Fund manager Neelotpal Sahai (for Equity portion) and Sanjay Shah (for Fixed Income portion)
BenchmarkS&P; BSE 200 TRI
RiskModerately high
Asset size (Crores)₹46
Returns % (1Yr)0.63
Returns % (3Yrs)8.32
Returns % (5Yrs)11.42

Investment objective: Generate long term capital formation by investing in funds of equities and equity related securities.

Suitable for: Investment in equity and equity related securities and in debt instruments when view on equity markets is negative.

HSBC Multi Cap Equity Fund

TypeOpen ended
Fund manager Neelotpal Sahai
BenchmarkNeelotpal Sahai
BenchmarkModerately high
Asset size (Crores)₹655
Returns % (1Yr)-8.72
Returns % (3Yrs)7.90
Returns % (5Yrs)16.42

Investment objective: To seek long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. The fund aims to be predominantly invested in equity and equity-related securities.

Suitable for: Investment in equity and equity related securities across market capitalizations

HSBC Global Emerging Markets Fund

TypeOpen ended
Fund manager Ranjithgopal K A (Dedicated Fund Manager for managing the overseas investments as permitted under the regulations, guidelines and circulars issued from time to time)
BenchmarkMSCI Emerging Markets
RiskHigh
Asset size (Crores)₹9
Returns % (1Yr)1.66
Returns % (3Yrs)11.01
Returns % (5Yrs)3.59

Investment objective: The investment objective of this fund is to provide long term wealth appreciation by investing predominantly in the units and shares of HSBC Global Investment Funds and HDFC Global Emerging Markets Equity Fund.

Suitable for: Investment predominantly in units of HSBC Global Investment Funds - Global Emerging Markets Equity Fund

HSBC Small Cap Equity Fund

TypeOpen ended
Fund manager Open ended
BenchmarkS&P; BSE 250 SmallCap TRI
RiskModerately high
Asset size (Crores)₹589
Returns % (1Yr)-22.37
Returns % (3Yr)3.72
Returns % (5Yr)23.38

Investment objective: To create long term capital accumulation by investing in a portfolio of equities and equity related instruments of predominantly small capital corporates.

Suitable for: Investment in predominantly small cap equity and equity related securities.

HSBC Tax Saver Equity Fund

TypeOpen ended
Fund manager Aditya Khemani
BenchmarkS & P BSE 200 TRI
RiskModerately high
Asset size (Crores)₹173
Returns % (1Yr)-10.92
Returns % (2Yr)6.13
Returns % (5Yrs)15.37

Investment objective: To provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalization bias. The Fund may also invest in fixed income securities

Suitable for: Investment in equity and equity related securities with no capitalization bias.

HSBC Infrastructure Equity Fund

TypeOpen ended
Fund manager Gautam Bhupal
BenchmarkS & P BSE India Infrastructure TRI
RiskHigh
Asset size (Crores)₹135
Returns % (1Yr)-34.13
Returns % (3Yr)-5.16
Returns % (5Yr)-5.16

Investment objective: To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of infrastructure companies in India.

Suitable for: Investment in equity and equity related securities, primarily in companies engaged in or expected to benefit from growth and development of Infrastructure in India.

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund

TypeOpen ended
Fund manager Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Sanjay Shah, Fund Manager responsible for managing investments in Indian markets.
BenchmarkMSCI AC Asia Pacific Ex-Japan
RiskHigh
Asset size (Crores)₹7
Returns % (1Yr)8.12
Returns % (3Yrs)13.12
Returns % (5Yrs)NA

Investment objective: It aims to provide long term capital generation by investing in units of HSBC Global Investment Funds (HGIF) Asia Pacific Ex Japan Equity High Dividend Fund (HEHDF). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.

Suitable for: Investment in equity and equity related securities of Asia Pacific countries (excluding Japan) through fund of funds route.

HSBC Brazil Fund

TypeOpen ended
Fund manager Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time.
BenchmarkMSCI Brazil 10/40
RiskHigh
Asset size (Crores)₹19
Returns % (1Yr)5.01
Returns % (3Yrs)20.67
Returns % (5Yrs)-2.80

Investment objective: To provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investment Funds (HGIF) - Brazil Equity Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.

Suitable for: Investment in equity and equity related securities through feeder route in Brazilian markets.

HSBC Global Consumer Opportunities Fund

TypeOpen ended
Fund manager Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Sanjay Shah, Fund Manager responsible for managing investments in Indian markets.
BenchmarkMSCI AC World in INR Terms
RiskHigh
Asset size (Crores)₹4
Returns % (1Yr)14.76
Returns % (3Yr)12.63
Returns % (5Yr)NA

Investment objective: The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund (Underlying scheme). The Scheme may also invest a certain proportion of its corpus in money market instruments and/or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.

Suitable for: Investment in equity and equity related securities around the world focusing on growing consumer behaviour of China through feeder route.

HSBC Managed Solutions

TypeOpen ended
Fund managerRanjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Gautam Bhupal for managing investments in Indian Market (Equity Portion) Sanjay Shah for managing investments in Indian Market (Fixed Income Portion)
BenchmarkS & P BSE 200 TRI (80), CRISIL Composite Bond (20
RiskModerately high
Asset size (Crores)₹160
Returns % (1Yr)-5.75
Returns % (3Yr)8.10
Returns % (5Yr)NA

Investment objective:

Managed Solutions India – Growth

The objective of the Plan is to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments.

Managed Solutions India – Moderate The objective of the fund is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

Managed Solutions India – Conservative The objective of the Plan is to provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by predominantly investing in units of debt mutual funds as well as in a basket of equity mutual funds, gold ETFs and other ETFs and money market instruments.

The investments into Underlying schemes by each Plan under the Scheme would be based on the investment objective, asset allocation pattern and / risk profile of such Plans under the Scheme.

Suitable for:

Growth Investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold & exchange traded funds, offshore mutual funds and money market instruments.

Moderate Investments in a basket of debt mutual funds, equity mutual funds, gold & exchange traded funds, offshore mutual funds and money market instruments.

Conservative Investing predominantly in units of debt mutual funds as well as in a basket of equity mutual funds, gold & other exchange traded funds and money market instruments.

Debt Fund Products

HSBC Regular Savings Fund

TypeOpen ended
Fund manager Aditya Khemani (for Equity portion) and Sanjay Shah (for Fixed Income portion)
BenchmarkCRISIL Hybrid 85+15 Conservative
RiskModerately high
Asset size (Crores)₹175
Returns % (1Yr)-2.15
Returns % (3Yr)4.50
Returns % (5Yr)8.23

Investment objective: To seek generation of reasonable returns through investments in debt and money market Instruments. The secondary objective of the Scheme is to invest in equity and equity related instruments to seek capital appreciation.

Suitable for: Capital appreciation over medium to long term.

HSBC Cash Fund

TypeOpen ended
Fund manager Kapil Punjabi
BenchmarkCRISIL Liquid
RiskLow
Asset size (Crores)₹7508
Returns % (1Yr)6.25
Returns % (3Yr)6.28
Returns % (5Yr)6.95

Investment objective: Aims to provide reasonable returns, commensurate with low risk while providing a high level of liquidity, through a portfolio of money market and debt securities.

Suitable for: Investment in Money Market Instruments.

HSBC Fixed Term Series

TypeOpen ended
Fund manager Kapil Punjabi
BenchmarkCRISIL Short Term Bond Fund Index and CRISIL Composite Bond Fund Index
RiskModerate
Asset size (Crores)NA
Returns % (1Yr)NA
Returns % (3Yr)NA
Returns % (5Yr)NA

Investment objective: The investment objective of the scheme is to seek generation of reasonable returns by investing in a portfolio of fixed income instruments normally maturing in line with the time profile of the respective plan(s).

Suitable for: Creating income by investing in debt securities or equity market schemes.

HSBC Debt Fund

TypeOpen ended
Fund manager Sanjay Shah
BenchmarkCRISIL Composite Bond
RiskModerate
Asset size (Crores)₹41
Returns % (1Yr)-0.17
Returns % (3Yr)4.20
Returns % (5Yr)6.33

Investment objective: To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between four years to seven years. However, there can be no guarantee that the investment objective of the scheme would be achieved.

Suitable for: Investment in diversified portfolio of fixed income securities such that the Macaulay^ duration of the portfolio is between four years to seven years.

HSBC Low Duration Fund

TypeOpen ended
Fund manager Sanjay Shah
BenchmarkCRISIL Ultra ST Debt
RiskModerately low
Asset size (Crores)₹524
Returns % (1Yr)5.42
Returns % (3Yr)6.42
Returns % (5Yr)7.27

Investment objective: To seek to provide liquidity and reasonable returns by investing primarily in a mix of debt and money market instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Suitable for: Investment in a mix of debt and money market instruments such that the Macaulay^ duration of the portfolio is between 6 months to 12 months. ^ The Macaulay duration is the weighted average term to maturity of the cash flows from a bond. The weight of each cash flow is determined by dividing the present value of the cash flow by the price.

HSBC Flexi Debt Fund

TypeOpen ended
Fund manager Sanjay Shah
BenchmarkCRISIL Composite Bond
RiskModerately low
Asset size (Crores)₹168
Returns % (1Yr)0.01
Returns % (3Yr)4.39
Returns % (5Yr)6.44

Investment objective: To deliver returns in the form of interest income and capital gains, along with high liquidity, commensurate with the current view on the markets and the interest rate cycle, through active investment in debt and money market instruments.

Suitable for: Investment in Debt / Money Market Instruments.

HSBC Short Duration Fund

TypeOpen ended
Fund manager Sanjay Shah and Kapil Punjabi
BenchmarkCRISIL Short-Term Bond
RiskModerately low
Asset size (Crores)₹1234
Returns % (1Yr)3.95
Returns % (3Yr)6.27
Returns % (5Yr)7.36

Investment objective: To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between one year to three years.

Suitable for: Investment in diversified portfolio of fixed income securities such that the Macaulay^ duration of the portfolio is between one year to three years.

*All information regarding HSBC Mutual Fund has been sourced from the official website of HSBC Mutual Fund - assetmanagement.hsbc.com/in.

Product add-ons

HSBC Systematic Investment Plan (HSBC SIP)

A Systematic Investment Plan (SIP) is a mode of investment which allows you to invest small amounts of money at regular intervals of time on a monthly or quarterly basis, in a mutual fund for specified period.

HSBC Mutual Fund Offers SIP for the following funds.

HSBC Equity Fund HSBC Income Fund

HSBC India Opportunities Fund HSBC Cash Fund

HSBC Infrastructure Equity Fund HSBC Ultra Short Term Bond Fund

HSBC Dynamic Fund HSBC Flexi Debt Fund

HSBC Emerging Markets Fund

HSBC Tax Saver Equity Fund

HSBC MIP

HSBC Systematic Transfer Plan (HSBC STP)

Investors can apply for an STP in the following HSBC Mutual Funds:

  • HSBC Cash Fund
  • HSBC Ultra Short Term Bond Fund
  • HSBC Income Fund
  • HSBC Floating Rate Fund
  • HSBC Gilt Fund
  • HSBC Flexi Debt Fund
  • HSBC MIP

Features of HSBC Mutual Funds

  • Investment Potential - HSBC mutual funds have a global investment potential.

  • Efficient Management Team - HSBC have the finest fund management professionals who cater to the client’s financial needs.

  • Trustees and Sponsor - HSBC has its own in-house sponsor: HSBC Securities and Capital Markets India Pvt. Ltd.

  • Financial Results - HSBC offers complete transparency with respect to its annual financial results.

  • Products - The have a well-diversified line of products catering to every investor.

Fund Managers

The following are the fund managers for HSBC Mutual Funds:

  • Mr. Tushar Pradhan

  • Mr. Neelotpal Sahai

  • Mr. Dhiraj Sachdev

  • Mr. Piyush Harlalka

  • Mr. Kapil Punjabi

  • Mr. Amaresh Mishra

  • Mr. Aditya Khemani

  • Mrs. Anitha Rangan

  • Mr. Sanjay Shah

FAQs on HSBC Mutual Fund

How do I buy HSBC mutual fund plan online?

You as an investor will have to download an official application form from the website of HDFC Mutual Fund and submit the same with respective KYC details, bank documents and an e-copy of the cheque on the HSBC Mutual Fund website.

How do I contact HSBC mutual fund Company?

You can contact HSBC mutual fund company via email at hsbcmf@camsonline.com or call on their toll free number at 1800 200 2434 (can be dialed from all phones within India).

How do I login HSBC mutual fund Company website?

HSBC Mutual Fund has withdrawn its online platform for investors due to lack of engagement.

What is HSBC mutual fund Company's Contact Number?

You can contact them on their toll- free number, i.e., 1800 200 2434. This can be dialed from all phones within the country.

What type of investor should invest in a small cap scheme?

As an investor, if you have a higher capacity for risk, you can dedicate a part of your investment portfolio in small cap scheme.

Which HSBC mutual fund scheme should I invest?

You have a wide variety of options to choose from - equity, debt and product add-ons.

Why should I invest in HSBC mutual funds?

HSBC mutual fund come with a variety of features suitable for an investor such as a customer centric approach towards investment, transparency, global investment strategy, effective client servicing and expert advice.

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