Part of HSBC Securities and Capital Markets (India) Private Limited, HSBC Mutual Funds is one of the leading AMCs in the investment market of the country. Being a part of the 7th largest bank in the world, it offers international quality investment options and services to prospective investors across the nation.
HSBC Mutual Fund serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 109825.42 Crore as of 2024, and offers more than 103 different types of schemes under three types of options, equity, debt, and product add-on funds.
An abbreviation of the Hong Kong and Shanghai Banking Corporation, the HSBC empire is over 100 years old and was established by Sir Thomas Sutherland in 1886. It is the world’s 7th largest bank in terms of total assets and revenues. Although it is owned by the British, it has an unbeatable track record in wealth and asset management in South Asia too, besides retail and corporate banking.
Given the unpredictable atmosphere in Hong Kong over the ‘One Nation Two System’ norm, HSBC was though to face stiff resistance in entering the Mutual Funds business in India. That, however, did not happen because of their excellent track record in almost every department of banking.
The HSBC empire has more than 100 million active customers all over the world in every continent except the Polar regions. It has a total market capitalisation of more than £102.7 billion as of the end of 2018. It is the second largest company which is listed on London’s Stock Exchange behind only Royal Dutch Shell.
These figures are sufficient to prove the antecedents of their Mutual Funds business. All their businesses in this sector in India are controlled by their wholly-owned subsidiary, the HSBC Asset Management (India) Private Limited.
HSBC’s India business is one of their biggest assets and it has bigger plans for further growth in South East Asia too.
HSBC’s Mutual Fund house was set up in accordance with the Indian Trusts Act of 1882. Its registration number for the Securities and Exchange Board of India (Mutual Funds) under SEBI’s guidelines is MF/046/02/5 (dated May 27, 2002).
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
HSBC Value Fund | Equity | Very High | 49.5% | 4 | ₹12,067 |
HSBC Flexi Cap Fund | Equity | Very High | 39.5% | 4 | ₹4,399 |
HSBC Equity Savings Fund | Hybrid | Moderate | 21.1% | 4 | ₹274 |
HSBC Medium Duration Fund | Debt | Moderate | 7.4% | 4 | ₹801 |
HSBC Low Duration Fund | Debt | Low to Moderate | 7.7% | 4 | ₹418 |
HSBC Overnight Fund | Debt | Low | 6.8% | 4 | ₹2,882 |
HSBC Infrastructure Fund | Equity | Very High | 55.1% | 3 | ₹2,410 |
HSBC Small Cap Fund | Equity | Very High | 46.0% | 3 | ₹14,619 |
HSBC Midcap Fund | Equity | Very High | 56.4% | 3 | ₹10,342 |
HSBC Large and Mid Cap Fund | Equity | Moderately High | 42.8% | 3 | ₹3,009 |
HSBC Large Cap Fund | Equity | Very High | 31.0% | 3 | ₹1,813 |
HSBC Focused Fund | Equity | Very High | 34.5% | 3 | ₹1,650 |
HSBC Managed Solutions India Growth Fund | Other | Very High | 29.2% | 3 | ₹42 |
HSBC Nifty 50 Index Fund | Other | Very High | 21.9% | 3 | ₹246 |
HSBC Equity Hybrid Fund | Hybrid | Very High | 1.1% | 3 | ₹474 |
| View All |
| Mutual fund name | HSBC Mutual Fund |
| AMC Setup Date | 27 May 2002 |
| AMC Incorporation Date | 12 December 2001 |
| Sponsor name | HSBC Securities and Capital Markets (India) Private Limited |
| Trustee organisation | Board of Trustees, HSBC Mutual Fund |
| CIO | Mr. Venugopal Manghat (Equity), Mr. Shriram Ramanathan (Fixed Income) |
| Compliance Officer | Mr. Sumesh Kumar |
| MD and CEO | Mr. Kailash Kulkarni |
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HSBC Mutual Funds online application process makes the entire process hassle-free and time-saving. Following are the steps necessary to invest in one of the leading mutual funds in India.
Step 1. Log-in to your existing Groww account, or create a new account if you are a first-time investor.
Step 2. You will have to upload a copy of identity proof issued by the Government of India. Documents like Voter ID, PAN Card, passport, Aadhaar, etc. is accepted.
Step 3. Submit documents that will work as proof of address.
Step 4. After completing the KYC paperwork, select a preferred investment period from the available options.
Step 5. Choose from low, medium, or high-risk investment plans according to your risk appetite.
Step 6. Select HSBC Mutual Funds from the available options as your preferred investment choice.
Step 7. Choose whether you want to invest a lump sum amount by selecting the “Invest One Time” option or invest via SIP with “Start SIP”.
All your HSBC Mutual Funds online will reflect in your Groww account within 3 to 4 business days.
1. Mr. Neelotpal Sahai
Mr. Neelotpal Sahai is the current Head of Equities at HSBC AM (India). He is an Indian Institute of Technology (Varanasi) graduate, with a Post Graduate Diploma in Management from Indian Institute of Management, Kolkata.
Mr. Sahai started his career as a Senior Management Trainee for Hewlett Packard in 1994. In 1997, he moved to SBC Warburg as a Research Analyst and later joined Infosys Technologies Ltd. as a Senior Project Manager.
Mr. Sahai’s tryst in the financial sector started in 2006 when he joined IDFC Investment Advisors Ltd. as a Senior Research Analyst. He became the Director of Equity Portfolio management for IDFC in 2010 and shifted to HSBC Asset Management as the Head of Equities department in 2013. He currently handles Rs. 744 Crore as HSBC Large Cap Equity Fund along with several other associated investment option’s Equity portions.
2. Ms. Cheenu Gupta
She is a CFA Charter holder (USA), PGDBM (Finance) and has also done B.E.(I.T). Before becoming a part of HSBC Mutual Fund, she was associated with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager. She has also worked as a Senior Research Analyst at ING Investment Management and as a Research Analyst at UTI AMC Ltd.
3. Mr. Gautam Bhupal
He holds a B.Com (Hons), PGDBM and is also a CA, CS. Before getting associated with HSBC Mutual Fund, he was a part of Motilal Oswal Securities Ltd., Vickers Ballas Securities Ltd, SBC Warburg, IDFC Asset Management Company Ltd, UTI Securities Ltd, Infosys Ltd.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 27.1% & 23.57%. The HSBC Value Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Value Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12,067Cr |
| 1Y Returns | 49.5% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.76% & 18.69%. The HSBC Flexi Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Flexi Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,399Cr |
| 1Y Returns | 39.5% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.27% & 12.04%. The HSBC Equity Savings Fund comes under the Hybrid category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Equity Savings Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹274Cr |
| 1Y Returns | 21.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.99% & 7.38%. The HSBC Medium Duration Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Medium Duration Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹801Cr |
| 1Y Returns | 7.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.85% & 6.02%. The HSBC Low Duration Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Low Duration Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹418Cr |
| 1Y Returns | 7.7% |
Fund Performance: The HSBC Overnight Fund comes under the Debt category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Overnight Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,882Cr |
| 1Y Returns | 6.8% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 33.4% & 24.72%. The HSBC Infrastructure Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Infrastructure Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,410Cr |
| 1Y Returns | 55.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.38% & 27.31%. The HSBC Small Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Small Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹14,619Cr |
| 1Y Returns | 46.0% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 23.89% & 22.49%. The HSBC Midcap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Midcap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹10,342Cr |
| 1Y Returns | 56.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.71% & 20.03%. The HSBC Large and Mid Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Large and Mid Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,009Cr |
| 1Y Returns | 42.8% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.46% & 17.13%. The HSBC Large Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Large Cap Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,813Cr |
| 1Y Returns | 31.0% |
Fund Performance: The HSBC Focused Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Focused Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,650Cr |
| 1Y Returns | 34.5% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.5% & 15.95%. The HSBC Managed Solutions India Growth Fund comes under the Other category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Managed Solutions India Growth Fund is ₹5,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | 29.2% |
Fund Performance: The HSBC Nifty 50 Index Fund comes under the Other category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Nifty 50 Index Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹246Cr |
| 1Y Returns | 21.9% |
Fund Performance: The HSBC Equity Hybrid Fund comes under the Hybrid category of HSBC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HSBC Equity Hybrid Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹474Cr |
| 1Y Returns | 1.1% |
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