HSBC

HSBC Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 161
  • Average annual returns 20.93%

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. 

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Top Performing HSBC Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 33.91%
SIP 3Y P.a. 76.64%
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Lumpsum 3Y P.a 30.37%
SIP 3Y P.a. 58.86%
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Lumpsum 3Y P.a 26.79%
SIP 3Y P.a. 60.62%
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Lumpsum 3Y P.a 26.31%
SIP 3Y P.a. 54.47%
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Lumpsum 3Y P.a 25.49%
SIP 3Y P.a. 55.97%
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Lumpsum 3Y P.a 22.61%
SIP 3Y P.a. 56.32%
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Lumpsum 3Y P.a 22.25%
SIP 3Y P.a. 46.22%
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Lumpsum 3Y P.a 21.93%
SIP 3Y P.a. 31.01%
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Lumpsum 3Y P.a 21.03%
SIP 3Y P.a. 44.16%
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Lumpsum 3Y P.a 21.02%
SIP 3Y P.a. 43.91%
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Short Term

Long Term

SIP

Rolling Term

1 Week 1.33%
1 Month 0.46%
3 Months 7.58%
6 Months 29.55%
1 Year 58.38%
Invest
1 Week 1.42%
1 Month 1.86%
3 Months 14.21%
6 Months 22.79%
1 Year 46%
Invest
1 Week 1.09%
1 Month 0.24%
3 Months 10.07%
6 Months 19.56%
1 Year 52.81%
Invest
1 Week 1.46%
1 Month 2.75%
3 Months 11.99%
6 Months 25.5%
1 Year 53.88%
Invest
1 Week 1.05%
1 Month 3.72%
3 Months 13.69%
6 Months 26.52%
1 Year 60.43%
Invest
1 Week 1.21%
1 Month 2.33%
3 Months 9.52%
6 Months 28.35%
1 Year 68.68%
Invest
1 Week 0.95%
1 Month 2.89%
3 Months 12.63%
6 Months 27.79%
1 Year 51.36%
Invest
1 Week 1.63%
1 Month 2.44%
3 Months 10.92%
6 Months 16.65%
1 Year 39.68%
Invest
1 Week 1.15%
1 Month 2.92%
3 Months 12.97%
6 Months 26.88%
1 Year 50.9%
Invest
1 Week 1.86%
1 Month 2.65%
3 Months 13.45%
6 Months 21.35%
1 Year 47.97%
Invest
2 Years 42.83%
3 Years 33.91%
5 Years 29.03%
Annual Rt 10.11%
Invest
2 Years 37.25%
3 Years 30.37%
5 Years 32.48%
Annual Rt 23.46%
Invest
2 Years 37.85%
3 Years 26.79%
5 Years 26.83%
Annual Rt 17.77%
Invest
2 Years 33.7%
3 Years 26.31%
5 Years 24.78%
Annual Rt 15.72%
Invest
2 Years 37.7%
3 Years 25.49%
5 Years 26.87%
Annual Rt 20.08%
Invest
2 Years 31.4%
3 Years 22.61%
5 Years -
Annual Rt 30.12%
Invest
2 Years 32.84%
3 Years 22.25%
5 Years 23.86%
Annual Rt 20.68%
Invest
2 Years 29.37%
3 Years 21.93%
5 Years 25.15%
Annual Rt 22.45%
Invest
2 Years 31.41%
3 Years 21.03%
5 Years 21.78%
Annual Rt 15.11%
Invest
2 Years 31.28%
3 Years 21.02%
5 Years 22.94%
Annual Rt 16.28%
Invest
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Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 2.04%
Fund Manager Venugopal Manghat
Launch Date 01-Jan 2013
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.7%
Fund Manager Venugopal Manghat
Launch Date 12-May 2014
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.73%
Fund Manager Venugopal Manghat
Launch Date 20-Jan 2013
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 2.35%
Fund Manager Venugopal Manghat
Launch Date 20-Aug 2014
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.73%
Fund Manager Venugopal Manghat
Launch Date 09-Aug 2004
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 0.8%
Fund Manager Praveen Ayathan
Launch Date 16-Apr 2020
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.98%
Fund Manager Cheenu Gupta
Launch Date 03-Mar 2019
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.92%
Fund Manager Gautam Bhupal
Launch Date 30-Apr 2014
Invest
Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 1.91%
Fund Manager Gautam Bhupal
Launch Date 01-Jan 2013
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.95%
Fund Manager Venugopal Manghat
Launch Date 24-Feb 2004
Invest
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HSBC Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top HSBC Mutual Fund

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

 List of fund managers HSBC Mutual Fund

 

Top 5 HBSC Mutual Funds

 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?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. HSBC Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different HSBC mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in HSBC Funds online tax-free?

No, all SIPs in HSBC MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., HSBC Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of HSBC Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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