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HSBC Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 49
- Average annual returns 5.26%
About HSBC Mutual Fund
HSBC Mutual Fund is one of the leading AMCs in the Indian investing industry, serving as a division of HSBC Securities and Capital Markets (India) Private Limited, this AMC was established on 12 December 2001.
This mutual fund house provides a comprehensive portfolio of 117 schemes, among these schemes, there are 18 equity funds, 15 debt funds, and 8 hybrid category funds. The managing director of this AMC, Mr. Kailash Kulkarni brings his expertise to secure the 14th position in the mutual fund industry.
As their leading asset manager, they are beginning to establish a place in the top ten, HSBC AMC plans to attract more customers by offering a wider range of investment products. They want to improve their reputation in India by providing high-quality international investment products and services.
More-
Launched in
27-May-2002
-
AMC Age
22 Years
-
Website
https://www.assetmanagement.hsbc.co.in -
Email Address
hsbcmf@camsonline.com
Top Performing HSBC Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3977.42 | 19 years | 7.04% | 5.65% | -8.05% | -11.63% | -9.02% | 17.03% | 28.03% | 16.61% | 27.92% | 12.8% | Invest | |
| 995.4 | 10 years | 8.86% | 7.47% | -9.48% | -12.73% | -9.99% | 16.39% | 29.4% | 20.78% | 31.73% | 12.33% | Invest | |
| 35.18 | 17 years | 2.14% | -1.64% | 9.71% | 7.35% | 8.5% | 14.47% | 12.65% | 3.68% | 10.82% | 5.94% | Invest | |
| 1480.05 | 1 years | 6.05% | 3.04% | -11.01% | -15.38% | -11.72% | 12.94% | - | - | - | - | Invest | |
| 2305.66 | 17 years | 8.77% | 8.16% | -9.33% | -15.33% | -9.38% | 12.88% | 31.27% | 23.66% | 35.6% | 15.03% | Invest | |
| 3873.33 | 5 years | 7.42% | 4.01% | -15.12% | -16.07% | -16.04% | 11.89% | 26.44% | 15.63% | 27.4% | - | Invest | |
| 8.25 | 11 years | 1.11% | -1.49% | 3.84% | 1.66% | 2.23% | 11.02% | 10.94% | 5.39% | 11.99% | 7.51% | Invest | |
| 10752.86 | 20 years | 8.01% | 4.2% | -15.62% | -17.14% | -16.97% | 10.9% | 30.8% | 19.45% | 30.03% | 14.92% | Invest | |
| 150.95 | 21 years | 2.21% | 1.99% | -2.06% | -0.88% | -2.62% | 10.77% | 12.13% | 8.4% | 10.63% | 7.27% | Invest | |
| 4680.33 | 21 years | 7.18% | 4.96% | -8.96% | -13.39% | -9.95% | 10.4% | 26.02% | 15.61% | 28.08% | 11.8% | Invest | |
| 645.87 | 13 years | 2.17% | 1.29% | -7.76% | -5.45% | -8.82% | 10.21% | 15.22% | 10.47% | 15.75% | 8.16% | Invest | |
| 12848.97 | 15 years | 7.18% | 5.62% | -7.58% | -12.08% | -7.68% | 10.07% | 29.61% | 20.47% | 34.08% | 15.58% | Invest | |
| 4253.86 | 2 years | 7.14% | 4.76% | -9.74% | -13.03% | -10.21% | 9.38% | 31.2% | - | - | - | Invest | |
| 15453.03 | 10 years | 8.6% | 5.09% | -16.43% | -17.57% | -16.83% | 8.87% | 26.65% | 18.48% | 39.86% | 18.04% | Invest | |
| 157.91 | 14 years | 0.63% | 1.37% | 2.38% | 3.12% | 2.28% | 8.69% | 7.98% | 6.69% | 6.13% | 6.87% | Invest | |
| 583.92 | 15 years | 1.49% | 1.83% | 3% | 4.53% | 2.86% | 8.6% | 7.58% | 6.37% | 5.99% | 6.22% | Invest | |
| 1883.78 | 2 years | 0.28% | 0.67% | 2.05% | 3.57% | 1.96% | 8.35% | 7.9% | - | - | - | Invest | |
| 744.08 | 10 years | 0.44% | 0.92% | 2.21% | 3.7% | 2.07% | 8.32% | 7.88% | 6.39% | 6.89% | 6.97% | Invest | |
| 1503.94 | 14 years | 3.18% | 2.2% | -3.44% | -3.82% | -4.02% | 8.18% | 15.41% | 10.62% | 14.46% | 7.4% | Invest | |
| 56.81 | 10 years | 3.92% | 1.75% | -4.69% | -7.22% | -5.06% | 7.99% | 16.65% | 11.03% | 17.58% | 10.31% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 | Apr-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 3977.42 | Very High |
-3.75%
|
-6.33%
|
15.35%
|
18.95%
|
18.57%
|
14.59%
|
14.16%
|
Invest | |
| 995.4 | Very High |
-5.04%
|
-9.93%
|
14.53%
|
19.82%
|
21.62%
|
15.6%
|
15.12%
|
Invest | |
| 35.18 | Very High |
5.96%
|
16.92%
|
15.69%
|
11.65%
|
5.81%
|
6.53%
|
5.93%
|
Invest | |
| 1480.05 | Very High |
-5.46%
|
-7.78%
|
-
|
-
|
-
|
-
|
7.33%
|
Invest | |
| 2305.66 | Very High |
-6.06%
|
-17.07%
|
11.75%
|
20.87%
|
25.13%
|
17.74%
|
14.73%
|
Invest | |
| 3873.33 | Very High |
-8.14%
|
-15.64%
|
10.41%
|
16.23%
|
17.74%
|
-
|
17.79%
|
Invest | |
| 8.25 | Very High |
0.78%
|
8.23%
|
13.2%
|
11.66%
|
7.76%
|
8.11%
|
7.95%
|
Invest | |
| 10752.86 | Very High |
-8.5%
|
-15.76%
|
13.31%
|
19.6%
|
20.35%
|
16.34%
|
16.85%
|
Invest | |
| 150.95 | Moderately High |
-0.32%
|
2.69%
|
9.13%
|
9.89%
|
8.81%
|
7.91%
|
8.46%
|
Invest | |
| 4680.33 | Very High |
-5.35%
|
-10%
|
11.95%
|
16.84%
|
17.78%
|
14.23%
|
13.62%
|
Invest | |
| 645.87 | Moderately High |
-3.63%
|
-3.79%
|
8.89%
|
11.23%
|
11.65%
|
9.63%
|
9.26%
|
Invest | |
| 12848.97 | Very High |
-4.67%
|
-10.66%
|
13.47%
|
20.15%
|
22.43%
|
17.39%
|
17.74%
|
Invest | |
| 4253.86 | Very High |
-5.77%
|
-12.43%
|
13.25%
|
-
|
-
|
-
|
15.95%
|
Invest | |
| 15453.03 | Very High |
-9.62%
|
-19.67%
|
6.14%
|
15.62%
|
24.3%
|
19.47%
|
19.16%
|
Invest | |
| 157.91 | Moderate |
2.28%
|
8.63%
|
8.41%
|
7.85%
|
6.32%
|
6.52%
|
6.75%
|
Invest | |
| 583.92 | Moderately High |
2.93%
|
9.65%
|
8.23%
|
7.63%
|
6.7%
|
5.84%
|
6.53%
|
Invest | |
| 1883.78 | Moderate |
1.91%
|
8.07%
|
7.91%
|
-
|
-
|
-
|
7.73%
|
Invest | |
| 744.08 | Moderate |
2.11%
|
8.3%
|
8%
|
7.72%
|
6.66%
|
6.58%
|
6.59%
|
Invest | |
| 1503.94 | Moderately High |
-1.6%
|
-0.82%
|
8.84%
|
10.9%
|
10.13%
|
9%
|
10.09%
|
Invest | |
| 56.81 | High |
-2.9%
|
-4.63%
|
8%
|
11.28%
|
12.26%
|
11.24%
|
11.07%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
15.421%
|
2.056%
|
0.99%
|
0.548%
|
Invest | |
| Very High |
16.92%
|
-
|
-
|
0.627%
|
Invest | |
| Very High |
16.647%
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
17.92%
|
5.546%
|
1.065%
|
0.708%
|
Invest | |
| Very High |
16.811%
|
1.122%
|
0.981%
|
0.444%
|
Invest | |
| Very High |
15.677%
|
-
|
-
|
-
|
Invest | |
| Very High |
17.037%
|
-
|
0.902%
|
0.65%
|
Invest | |
| Moderately High |
4.639%
|
0.18%
|
1.191%
|
0.397%
|
Invest | |
| Very High |
15.323%
|
0.255%
|
1.003%
|
0.455%
|
Invest | |
| Moderately High |
7.536%
|
-
|
-
|
0.463%
|
Invest | |
| Very High |
15.41%
|
4.795%
|
0.998%
|
0.746%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
18.203%
|
-
|
0.882%
|
0.572%
|
Invest | |
| Moderate |
1.606%
|
-
|
0.578%
|
-
|
Invest | |
| Moderately High |
0.932%
|
-
|
0.761%
|
-
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
1.516%
|
-
|
1.306%
|
-
|
Invest | |
| Moderately High |
6.954%
|
-
|
-
|
0.453%
|
Invest | |
| High |
9.672%
|
-
|
-
|
0.361%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹500
|
₹500
|
1.89%
|
Gautam Bhupal
|
27-Feb 2006
|
Invest | |
|
₹500
|
₹5000
|
2.28%
|
Venugopal Manghat
|
20-Aug 2014
|
Invest | |
|
₹1000
|
₹5000
|
2.33%
|
Sonal Gupta
|
17-Mar 2008
|
Invest | |
|
₹500
|
₹5000
|
2.08%
|
Gautam Bhupal
|
31-Aug 2023
|
Invest | |
|
₹500
|
₹5000
|
2.02%
|
Venugopal Manghat
|
27-Sep 2007
|
Invest | |
|
₹500
|
₹5000
|
1.91%
|
Cheenu Gupta
|
03-Apr 2019
|
Invest | |
|
₹1000
|
₹5000
|
2.03%
|
Sonal Gupta
|
24-Feb 2014
|
Invest | |
|
₹500
|
₹5000
|
1.71%
|
Venugopal Manghat
|
09-Aug 2004
|
Invest | |
|
₹1000
|
₹5000
|
2.17%
|
Mahesh A Chhabria
|
24-Feb 2004
|
Invest | |
|
₹500
|
₹5000
|
1.93%
|
Venugopal Manghat
|
24-Feb 2004
|
Invest | |
|
₹500
|
₹5000
|
1.51%
|
Mahesh A Chhabria
|
18-Oct 2011
|
Invest | |
|
₹500
|
₹5000
|
1.72%
|
Venugopal Manghat
|
08-Jan 2010
|
Invest | |
|
₹500
|
₹5000
|
1.86%
|
Venugopal Manghat
|
30-Jan 2023
|
Invest | |
|
₹500
|
₹5000
|
1.67%
|
Venugopal Manghat
|
12-May 2014
|
Invest | |
|
₹1000
|
₹5000
|
0.77%
|
Shriram Ramanathan
|
27-Sep 2010
|
Invest | |
|
₹1000
|
₹5000
|
1.68%
|
Shriram Ramanathan
|
08-Oct 2009
|
Invest | |
|
₹1000
|
₹5000
|
0.43%
|
Mahesh A Chhabria
|
31-Mar 2022
|
Invest | |
|
₹1000
|
₹5000
|
1.1%
|
Shriram Ramanathan
|
02-Feb 2015
|
Invest | |
|
₹500
|
₹5000
|
2.11%
|
Mahesh A Chhabria
|
07-Feb 2011
|
Invest | |
|
₹1000
|
₹5000
|
1.92%
|
Gautam Bhupal
|
30-Apr 2014
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
123.3727
(25-03-2025)
|
124.2662
(24-03-2025)
|
-0.72%
|
140.84
|
107.87
|
Invest | |
|
38.7581
(25-03-2025)
|
39.1858
(24-03-2025)
|
-1.09%
|
45.4412
|
33.8754
|
Invest | |
|
20.1294
(24-03-2025)
|
20.1122
(21-03-2025)
|
0.09%
|
20.4485
|
16.9346
|
Invest | |
|
13.0982
(25-03-2025)
|
13.2853
(24-03-2025)
|
-1.41%
|
15.8061
|
11.8734
|
Invest | |
|
43.4811
(25-03-2025)
|
43.9149
(24-03-2025)
|
-0.99%
|
51.9252
|
38.5945
|
Invest | |
|
23.8085
(25-03-2025)
|
23.923
(24-03-2025)
|
-0.48%
|
29.4227
|
21.6749
|
Invest | |
|
21.791
(24-03-2025)
|
21.8904
(21-03-2025)
|
-0.45%
|
23.4093
|
18.5319
|
Invest | |
|
338.4389
(25-03-2025)
|
341.3845
(24-03-2025)
|
-0.86%
|
422.176
|
311.922
|
Invest | |
|
58.5356
(25-03-2025)
|
58.664
(24-03-2025)
|
-0.22%
|
60.6006
|
53.3361
|
Invest | |
|
197.609
(25-03-2025)
|
198.9318
(24-03-2025)
|
-0.66%
|
229.693
|
181.887
|
Invest | |
|
31.1387
(25-03-2025)
|
31.2041
(24-03-2025)
|
-0.21%
|
34.4005
|
28.5318
|
Invest | |
|
98.8852
(25-03-2025)
|
99.5295
(24-03-2025)
|
-0.65%
|
113.435
|
90.8276
|
Invest | |
|
16.8533
(25-03-2025)
|
16.9614
(24-03-2025)
|
-0.64%
|
19.5328
|
15.5716
|
Invest | |
|
73.4051
(25-03-2025)
|
74.351
(24-03-2025)
|
-1.27%
|
92.063
|
66.9021
|
Invest | |
|
28.9805
(25-03-2025)
|
28.9819
(24-03-2025)
|
-0%
|
28.9819
|
26.5863
|
Invest | |
|
28.3897
(25-03-2025)
|
28.3832
(24-03-2025)
|
0.02%
|
28.3897
|
26.1603
|
Invest | |
|
12.0912
(25-03-2025)
|
12.0858
(24-03-2025)
|
0.04%
|
12.0912
|
11.1639
|
Invest | |
|
19.8979
(25-03-2025)
|
19.8924
(24-03-2025)
|
0.03%
|
19.8979
|
18.386
|
Invest | |
|
41.3228
(25-03-2025)
|
41.3593
(24-03-2025)
|
-0.09%
|
43.8019
|
38.2369
|
Invest | |
|
33.1847
(24-03-2025)
|
32.9486
(21-03-2025)
|
0.72%
|
35.7176
|
30.804
|
Invest |
HSBC Mutual Fund Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Comparison of Top HSBC Mutual Fund
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VS
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns 15.55%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns 12.09%
VS
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns 17.45%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns 5.39%
VS
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns 15.55%
Investment Strategy
The employs the SAPM process for fund management: Selection of ideas (S), Analysis of Companies (A), Portfolio creation (P), and Regular monitoring (M). Their expertise lies in both top-down and bottom-up research. In top-down, they assess macro factors and analyze the business cycle to identify strong industries and opportune entry points. In the bottom-up, they focus on individual companies with scalable businesses, competent management, strong governance, and financial strength to benefit from industry growth. This approach ensures a well-rounded and informed investment strategy
Head of Equity & Debt Team (CIO)
Mr. Venugopal Manghat (CIO Equity)
Venugopal Manghat, Chief Investment Officer of HSBC Mutual Fund, offers insights into his career path and more than 28 years of expertise in the financial arena. He talks about his early professional days, navigating the ever-changing financial world, and his present position at the fund company managing the equities investment business in the interview.
List of fund managers
Top 5 HBSC Mutual Funds
History of HSBC Mutual Fund
The HSBC mutual fund empire, which stands for Hong Kong and Shanghai Banking Corporation, has a rich history spanning more than a century. Sir Thomas Sutherland founded it in 1886, and it has grown to become the world's seventh-biggest bank by total assets and revenues. Despite being controlled by the British, HSBC Mutual Fund house has built an unrivaled track record in wealth and asset management in South Asia, expanding its expertise beyond retail and corporate banking throughout time.
- This mutual fund house Operates 23 countries and territories.
- AMC priority is risk management, liquidity, interest rate risks.
- HSBC offers a variety of schemes, that provides better wealth.
- This AMC prioritizes are strong and clear governance system.
- This AMC has a top performance in their respective category
How to Select the Best HBSC Mutual Fund?
Follow these steps to select the Best HSBC Mutual Fund:
- Establish Objectives: Identify financial goals, create a plan to reach them.
- Access Risk: Assess your risk tolerance to make informed financial decisions.
- Diversification: Diversify assets across industries to minimize risk & rewards.
- Educate Yourself: Before investing, research the fund's performance, operations.
- Remain Alert: Assess and adjust investments to align with the objective
- Expert Advice: Seek expert advice for mutual funds during market changes.
In summary, clear goals, a SIP calculator, risk assessment, and expert guidance lead to successful mutual investing.
How to Invest in HBSC Mutual Fund with mysiponline?
Investing in HSBC mutual funds through mysiponline.com offers a convenient and straightforward process:
- Start by visiting mysiponline.com to explore HSBC funds that match your objectives.
- Register for a free account, fill in your profile details, and proceed to preferred fund.
- Complete your KYC verification during registration with the essential documents required.
- Browse the website and add selected funds to the cart based on your risk tolerance.
- Complete your payment transaction and wait for confirmation of your investment.
- Monitor investments through mysiponline.com account for convenience and management.
Investing in the best HSBC mutual funds through Online SIP is straightforward. Monitoring tools aid in management, while online KYC adds convenience.
What is the Taxation of HBSC Mutual fund?
The taxation of HBSC mutual funds depends on which category they fall under equity or debt:
Equity-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG): Gains exceeding Rs.1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
- Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
Can I invest for a very short-term duration in HSBC Mutual Fund?
What are the different HSBC mutual funds available?
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Why do I need a financial adviser?
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