HSBC Mutual Fund

HSBC Mutual Fund

HSBC Mutual Fund, incorporated on May 27, 2002, is a prominent player in the Indian mutual fund industry. It manages assets worth ₹1,27,113.32 crores, representing 1.89% of the industry’s total AUM. The fund house offers 43 schemes, including 19 equity, 15 debt, and 9 hybrid schemes. HSBC Mutual Fund ranks among the top mutual fund houses in India. It leverages its global expertise to provide diverse and sustainable investment solutions. The acquisition of L&T Mutual Fund in November 2022 further strengthened its market position.

Scheme Name		Min. Invest	AUM (In Cr)
HSBC Midcap Fund - Direct (G) Mid Cap Fund \| Equity	28.05%	₹5,000	₹12,416.26	Invest
HSBC Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund \| Equity	27.20%	₹5,000	₹4,309.67	Invest
HSBC Business Cycles Fund - Direct (G) Sectoral / Thematic \| Equity	26.02%	₹5,000	₹1,035.50	Invest
HSBC ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	25.29%	₹500	₹4,312.57	Invest
HSBC Asia Pacific (Ex Japan) DYF - Direct (G) FoFs Overseas \| Other	25.15%	₹5,000	₹7.80	Invest
HSBC Consumption Fund - Direct (G) Sectoral / Thematic \| Equity	23.92%	₹5,000	₹1,619.84	Invest
HSBC Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	21.36%	₹5,000	₹5,041.56	Invest
HSBC Infrastructure Fund - Direct (G) Sectoral / Thematic \| Equity	20.91%	₹5,000	₹2,511.19	Invest
HSBC Equity Savings Fund - Direct (G) Equity Savings \| Hybrid	20.66%	₹5,000	₹645.63	Invest
HSBC Multi Cap Fund - Direct (G) Multi Cap Fund \| Equity	20.46%	₹5,000	₹4,495.14	Invest
HSBC Small Cap Fund - Direct (G) Small Cap Fund \| Equity	19.32%	₹5,000	₹17,385.84	Invest
HSBC Nifty Next 50 Index Fund - Direct (G) Index Fund \| Other	19.02%	₹5,000	₹130	Invest
HSBC Global Emerging Markets Fund - Direct (G) FoFs Overseas \| Other	18.74%	₹5,000	₹34.37	Invest
HSBC Value Fund - Direct (G) Value Fund \| Equity	18.65%	₹5,000	₹13,565.36	Invest
HSBC Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	18.28%	₹5,000	₹5,728.09	Invest
HSBC Focused Fund - Direct (G) Focused Fund \| Equity	15.58%	₹5,000	₹1,774.91	Invest
HSBC Global Equity Climate Change FoF - Dir (G) FoFs Overseas \| Other	14.63%	₹5,000	₹65.18	Invest
HSBC Conservative Hybrid Fund - Direct (G) Conservative Hybrid Fund \| Hybrid	14.47%	₹5,000	₹151.43	Invest
HSBC Managed Solutions Growth Fund - Dir (G) FoFs Domestic \| Other	14.11%	₹5,000	₹41.48	Invest
HSBC Large Cap Fund - Direct (G) Large Cap Fund \| Equity	13.61%	₹5,000	₹1,905.84	Invest

HSBC Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

28.05%

Min. Invest

₹5,000

AUM

₹12,416.26 Cr

HSBC Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

27.20%

Min. Invest

₹5,000

AUM

₹4,309.67 Cr

HSBC Business Cycles Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

26.02%

Min. Invest

₹5,000

AUM

₹1,035.50 Cr

HSBC ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

25.29%

Min. Invest

₹500

AUM

₹4,312.57 Cr

HSBC Asia Pacific (Ex Japan) DYF - Direct (G)

Equity | FoFs Overseas

1Y returns

25.15%

Min. Invest

₹5,000

AUM

₹7.80 Cr

HSBC Consumption Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

23.92%

Min. Invest

₹5,000

AUM

₹1,619.84 Cr

HSBC Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

21.36%

Min. Invest

₹5,000

AUM

₹5,041.56 Cr

HSBC Infrastructure Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

20.91%

Min. Invest

₹5,000

AUM

₹2,511.19 Cr

HSBC Equity Savings Fund - Direct (G)

Equity | Equity Savings

1Y returns

20.66%

Min. Invest

₹5,000

AUM

₹645.63 Cr

HSBC Multi Cap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

20.46%

Min. Invest

₹5,000

AUM

₹4,495.14 Cr

HSBC Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

19.32%

Min. Invest

₹5,000

AUM

₹17,385.84 Cr

HSBC Nifty Next 50 Index Fund - Direct (G)

Equity | Index Fund

1Y returns

19.02%

Min. Invest

₹5,000

AUM

₹130 Cr

HSBC Global Emerging Markets Fund - Direct (G)

Equity | FoFs Overseas

1Y returns

18.74%

Min. Invest

₹5,000

AUM

₹34.37 Cr

HSBC Value Fund - Direct (G)

Equity | Value Fund

1Y returns

18.65%

Min. Invest

₹5,000

AUM

₹13,565.36 Cr

HSBC Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

18.28%

Min. Invest

₹5,000

AUM

₹5,728.09 Cr

HSBC Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

15.58%

Min. Invest

₹5,000

AUM

₹1,774.91 Cr

HSBC Global Equity Climate Change FoF - Dir (G)

Equity | FoFs Overseas

1Y returns

14.63%

Min. Invest

₹5,000

AUM

₹65.18 Cr

HSBC Conservative Hybrid Fund - Direct (G)

Equity | Conservative Hybrid Fund

1Y returns

14.47%

Min. Invest

₹5,000

AUM

₹151.43 Cr

HSBC Managed Solutions Growth Fund - Dir (G)

Equity | FoFs Domestic

1Y returns

14.11%

Min. Invest

₹5,000

AUM

₹41.48 Cr

HSBC Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

13.61%

Min. Invest

₹5,000

AUM

₹1,905.84 Cr

About HSBC Mutual Fund

HSBC Mutual Fund began its journey in India in 2002 when HSBC Group acquired Wardley Investment Services. The acquisition marked HSBC's formal entry into India's mutual fund industry, bringing with it the global expertise and reputation of one of the world's largest banking and financial services organizations.

In the early years of operation, HSBC Mutual Fund focused primarily on establishing its presence in major metropolitan cities. They launched their first schemes targeting conservative investors, offering debt and liquid funds that aligned with the traditional investment preferences of Indian investors at that time.

During 2004-2006, the fund house expanded its product portfolio significantly by introducing various equity schemes. This period marked an important phase as HSBC Mutual Fund began to gain recognition among Indian investors for its global investment expertise and professional fund management capabilities.

A significant milestone came in 2009 when HSBC Mutual Fund strengthened its research capabilities by establishing a dedicated investment research team in India. This move helped the fund house develop deeper insights into local markets while maintaining its global perspective on investments.

The period between 2010 and 2015 saw HSBC Mutual Fund focus on technology integration and digital transformation. They introduced online investment platforms and mobile applications to make mutual fund investments more accessible to retail investors. This period also witnessed the launch of several innovative fund schemes, including thematic and sector-specific funds.

After 2020, HSBC Mutual Fund has focused on expanding its distribution network across India. They have established partnerships with various distributors and financial advisors to reach a wider investor base. The fund house has also been actively promoting financial literacy through various investor education initiatives.

HSBC Mutual Fund's journey in India has been characterized by steady growth, maintaining a strong focus on risk management and compliance. Their conservative approach to fund management has helped them navigate various market cycles while protecting investor interests.

How to Invest in HSBC Mutual Fund?

HSBC Mutual Fund offers a range of investment options across sectors and risk profiles. This makes it suitable for a variety of investors. With a global presence and expertise, HSBC brings in-depth market insights and strong risk management practices. Its funds have shown consistent performance over the years, backed by a robust research-driven approach.

The funds are designed to suit different financial goals, from wealth creation to tax saving. They also come with flexible investment options like SIPs. Additionally, HSBC’s reputation for transparency and strong governance makes it a trustworthy choice for long-term investors.

Now, you must note the steps that will begin your investment process for these funds.

Step 1: Login or Register

Create an account or log in to your existing profile to begin the investment process.

Step 2: Validate Identity Proof (Digilocker)

You can verify your identity using Digilocker. This eliminates the need for physical documents and speeds up the process.

Step 3: Level of Risk (Low, Medium, High)

Choose your low, medium, or high risk tolerance based on your investment goals and financial comfort level.

Step 4: Choose a Mutual Fund Scheme

Select a mutual fund scheme that aligns with your investment objectives, risk level, and time horizon.

Step 5: One-Time (Lump Sum) or SIP

Decide whether to invest a lump sum amount or set up a Systematic Investment Plan (SIP) for regular contributions.

Step 6: SIP Placement (Same Day or Chosen Day)

Start your SIP on the same day of setup or schedule it for a future date, offering flexibility in timing.

Your Torus account will reflect the HSBC Mutual Fund in India you have invested in within 3 to 4 working days.

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HSBC Midcap Fund - Direct (G)

₹5,000

₹12,416.26 Cr

HSBC Large & Mid Cap Fund - Direct (G)

₹5,000

₹4,309.67 Cr

HSBC Business Cycles Fund - Direct (G)

₹5,000

₹1,035.50 Cr

HSBC ELSS Tax Saver Fund - Direct (G)

₹500

₹4,312.57 Cr

HSBC Asia Pacific (Ex Japan) DYF - Direct (G)

₹5,000

₹7.80 Cr

HSBC Consumption Fund - Direct (G)

₹5,000

₹1,619.84 Cr

HSBC Flexi Cap Fund - Direct (G)

₹5,000

₹5,041.56 Cr

HSBC Infrastructure Fund - Direct (G)

₹5,000

₹2,511.19 Cr

HSBC Equity Savings Fund - Direct (G)

₹5,000

₹645.63 Cr

HSBC Multi Cap Fund - Direct (G)

₹5,000

₹4,495.14 Cr

HSBC Small Cap Fund - Direct (G)

₹5,000

₹17,385.84 Cr

HSBC Nifty Next 50 Index Fund - Direct (G)

₹5,000

₹130 Cr

HSBC Global Emerging Markets Fund - Direct (G)

₹5,000

₹34.37 Cr

HSBC Value Fund - Direct (G)

₹5,000

₹13,565.36 Cr

HSBC Aggressive Hybrid Fund - Direct (G)

₹5,000

₹5,728.09 Cr

HSBC Focused Fund - Direct (G)

₹5,000

₹1,774.91 Cr

HSBC Global Equity Climate Change FoF - Dir (G)

₹5,000

₹65.18 Cr

HSBC Conservative Hybrid Fund - Direct (G)

₹5,000

₹151.43 Cr

HSBC Managed Solutions Growth Fund - Dir (G)

₹5,000

₹41.48 Cr

HSBC Large Cap Fund - Direct (G)

₹5,000

₹1,905.84 Cr

About HSBC Mutual Fund

How to Invest in HSBC Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey