The 21-year-old Indian fund business HSBC Mutual Fund offers equity, debt, and hybrid funds. As of March 2023, HSBC Asset Management manages $641 billion in assets across 23 countries. The AMC claims worldwide exposure helps them offer sustainable investment alternatives.
Fund house CEO - Kailash Kulkarni, Equity CIO - Venugopal Manghat, and Fixed Income CIO - Shriram Ramanathan. HSBC Mutual Fund acquired L&T Mutual Fund on November 6, 2022. As of August 2024, the AMC manages Rs 1,25,692 crores, which is 1.92% of the Indian mutual fund industry's AUM.
In April 2024, HSBC Mutual Fund had 42 Schemes. 18 equity, 15 debt, and 9 hybrid Schemes are included in this MF. HSBC Liquid Fund, Small Cap Fund, Value Fund, Midcap Fund, and Corporate Bond Fund were the top five AUM schemes in March 2024.
How to Invest in HSBC Mutual Fund on Swaraj Finpro.
Investing in HSBC Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred HSBC Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The HSBC Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The HSBC NIFTY NEXT 50 INDEX FUND Fund has given 23.10% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HSBC NIFTY NEXT 50 INDEX FUND Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC NIFTY NEXT 50 INDEX FUND via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme.
Scheme Manager: Praveen Ayathan, Rajeesh Nair.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 127.08
1 Y Return (%)
: 67.88
Risko-Meter : Very High
Fund Performance: The HSBC Midcap Fund Fund has given 25.26% annualized returns in the past three years and 26.52% in the last 5 years and 19.01% in the last 10 years. The HSBC Midcap Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Midcap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Fund Performance: The HSBC Infrastructure Fund Fund has given 34.21% annualized returns in the past three years and 28.57% in the last 5 years and 18.18% in the last 10 years. The HSBC Infrastructure Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Infrastructure Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme endeavours to generate capital appreciation by investing primarily in companies that are engaged in the area of infrastructure in India. The fund would select fundamentally sound companies, having potential to deliver superior earning growth in long run.
Fund Performance: The HSBC Multi Cap Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HSBC Multi Cap Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Multi Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization.
Fund Performance: The HSBC Large & Mid Cap Fund Fund has given 22.42% annualized returns in the past three years and 23.79% in the last 5 years and 0.00% in the last 10 years. The HSBC Large & Mid Cap Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Large & Mid Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
HSBC Mutual Fund
