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HSBC Mutual Fund

AUM
₹1,39,633.19 cr.
No. of Schemes
180
AMC Age
24Yrs
HSBC Mutual Funds is a leading asset management company in India with several mutual fund schemes across equity, debt, and hybrid categories. It is a HSBC Mutual Funds is a leading asset management company in India with several mutual fund schemes across equity, debt, and hybrid categories. It is a subsidiary of HSBC Bank, one of the largest banking and financial services organisations in the world.Read More

List of Top HSBC Mutual Fund Schemes

Fund Name
NAV
Expenses Ratio
1y Return
3Y Returns
Risk
Fund Size (in Cr)

About HSBC Mutual Fund

HSBC Mutual Fund has been managing equity and debt assets for the past two decades in India. They offer differentiated product offerings across all asset classes. As of June 2023, HSBC has about 51 fund schemes across the equity, debt, hybrid, and other fund categories for a range of clients like institutional investors, commercial and corporate clients, financial intermediaries, and retail and private banking clients.

HSBC Mutual Funds is one of the leading AMC in our country, and it is sponsored by HSBC Securities and Capital Markets (India) Private Limited. The average monthly average assets under management (AUM) that were managed by HSBC Mutual Funds for the month of March 2023 was ₹87,122 crore.

HSBC Mutual Fund Key Information

Founding date 27 May 2002
AMC Incorporation date 12 December 2001
Headquarters (India) Mumbai
Name of the sponsors HSBC Securities and Capital Markets (India) Private Limited, member of the HSCB group.
Trustee organisation Board of Trustees, HSBC Mutual Fund
MD and CEO Mr Kailash Kulkarni
Chief Investment Officer Mr Venugopal Manghat (equity)  & Mr Shriram Ramanathan (debt)
Compliance Officer Mr Sumesh Kumar

HSBC Mutual Fund Managers

NS

Neelotpal Sahai

Fund Manager since Aug 2023 (3 years)

VM

Venugopal Manghat

Fund Manager since Aug 2023 (3 years)

AG

Abhishek Gupta

Fund Manager since Aug 2023 (3 years)

CG

Cheenu Gupta

Fund Manager since Mar 2024 (2 years)

GB

Gautam Bhupal

Fund Manager since Aug 2023 (3 years)

How to Invest in HSBC Mutual Fund via Angel One?

Investing in the HSBC Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:

Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.

Note: In case you do not have an account with Angel One, you can open a Demat account with us in under a few minutes by submitting the necessary documents.

Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:

  1. Search for the fund you want to invest in from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
  3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  5. You may consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.

  1. Decide whether your want to invest in a lump sum or via monthly SIP
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
  3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in HSBC Mutual Fund

HSBC Mutual Fund investment through Angel One is made convenient with our seamless and fully digital KYC process. To complete your KYC, you will need to provide the following essential documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof - Aadhar Card is recommended, including both the front and back sides.
  4. Bank Account Details, along with a cancelled cheque if deemed necessary.
  5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, granting you swift and efficient access to HSBC Mutual Funds, whether you're a new or returning investor. Your financial goals are well within reach with our user-friendly platform. Your KYC process will be completed in just 48-72 business hours, allowing you to start your mutual fund journey without delay.

Top 10 HSBC Mutual Fund to Invest

Scheme Category AUM (in ₹ Cr) 3-Yr Returns  (%) 1-Yr Returns  (%)
HSBC Infrastructure Fund  Sectoral/Thematic 2,305.66 20.65 3.32
HSBC Value Fund  Value Fund 12,848.97 19.93 4.23
HSBC Mid Cap Fund  Mid Cap Fund 10,752.86 19.13 4.28
HSBC Business Cycles Fund  Sectoral/Thematic 958.69 18.15 6.85
HSBC Small Cap Fund  Small Cap Fund 15,453.03 17.87 -2.5
HSBC ELSS Tax saver Fund  ELSS 3,977.42 15.78 9.61
HSBC Large and Midcap Fund  Large and Mid Cap Fund 3,873.33 15.24 7.1
HSBC Tax Saver Equity Fund  ELSS 236.36 15.11 10.24
HSBC Flexi Cap Fund  Flexi Cap Fund 4,680.33 14.15 4.75
HSBC Nifty Next 50 Index Fund - Direct - Growth Index Funds/ETFs 124.26 13.63 1.53
Note: All data is as of February 19, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among HSBC Mutual Funds over the past 3 years.

  • HSBC Infrastructure Fund

HSBC Infrastructure Fund is a sectoral/thematic fund focused on infrastructure stocks. With a very high-risk rating, it is suited for aggressive investors. The expense ratio stands at 1.01%, making it a moderately priced option. It has delivered a 3-year CAGR of 20.65% and a 1-year return of 3.32%. With an AUM of ₹2,305.66 crore, it offers sector-specific growth opportunities.

  • HSBC Value Fund 

HSBC Value Fund follows a value investing approach, selecting undervalued stocks for long-term gains. As a very high-risk fund, it suits investors with a long-term horizon. The expense ratio is 0.79%, making it cost-effective. It has delivered a 3-year CAGR of 19.93% and a 1-year return of 4.23%. With an AUM of ₹12,848.97 crore, it offers exposure to value-driven investments.

  • HSBC Mid Cap Fund 

HSBC Mid Cap Fund invests in mid-sized companies with high growth potential. Categorised as a mid-cap fund, it carries a very high-risk rating. The expense ratio is 0.69%, making it one of the lower-cost options. It has generated a 3-year CAGR of 19.13% and a 1-year return of 4.28%. With an AUM of ₹10,752.86 crore, this fund is suitable for investors seeking mid-cap exposure.

  • HSBC Business Cycles Fund 

HSBC Business Cycles Fund follows an investment strategy based on economic cycles. It has a very high-risk rating, making it ideal for investors comfortable with market fluctuations. The expense ratio stands at 1.16%, which is moderate for its category. The fund has posted a 3-year CAGR of 18.15% and a 1-year return of 6.85%. Its AUM of ₹958.69 crore indicates niche investor interest.

  • HSBC Small Cap Fund 

HSBC Small Cap Fund invests in high-growth small-cap stocks, which come with significant volatility. It carries a very high-risk rating, suiting aggressive investors. With an expense ratio of 0.67%, it is one of the lower-cost options in this category. The fund has returned 17.87% CAGR over 3 years but recorded a 1-year return of -2.5%. Its AUM of ₹15,453.03 crore highlights its strong investor base.

  • HSBC ELSS Tax Saver Fund 

HSBC ELSS Tax Saver Fund is an equity-linked savings scheme (ELSS) that offers tax benefits under Section 80C. With a very high-risk rating, it suits long-term investors. The expense ratio is 1.12%, making it a reasonably priced tax-saving option. The fund has recorded a 3-year CAGR of 15.78% and a 1-year return of 9.61%. Its AUM of ₹3,977.42 crore reflects steady investor participation.

  • HSBC Large and Midcap Fund 

HSBC Large and Midcap Fund balances investments between large and mid-sized companies. With a very high-risk rating, it offers growth potential with market volatility. The expense ratio is 0.89%, ensuring competitive costs. The fund has delivered a 3-year CAGR of 15.24% and a 1-year return of 7.1%. Its AUM of ₹3,873.33 crore makes it an attractive option for investors seeking diversified equity exposure.

  • HSBC Tax Saver Equity Fund 

HSBC Tax Saver Equity Fund is an ELSS fund offering tax benefits and long-term equity exposure. It carries a very high-risk rating, suitable for investors seeking tax-efficient equity investments. The expense ratio is 1.59%, which is relatively high. The fund has achieved a 3-year CAGR of 15.11% and a 1-year return of 10.24%. With an AUM of ₹236.36 crore, it remains a niche tax-saving option.

  • HSBC Flexi Cap Fund 

HSBC Flexi Cap Fund invests across market capitalisations, providing diversification. It has a very high-risk rating, making it suitable for experienced investors. The expense ratio is 1.17%, slightly above some peers. The fund has posted a 3-year CAGR of 14.15% and a 1-year return of 4.75%. With an AUM of ₹4,680.33 crore, it offers flexible investment opportunities across market segments.

  • HSBC Nifty Next 50 Index Fund 

HSBC Nifty Next 50 Index Fund is a passive investment option tracking the Nifty Next 50 index. It carries a very high-risk rating, typical for index funds. The expense ratio is only 0.35%, making it one of the most cost-efficient choices. The fund has recorded a 3-year CAGR of 13.63% and a 1-year return of 1.53%. With an AUM of ₹124.26 crore, it suits investors seeking low-cost index exposure.    

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HSBC Mutual Fund FAQs

This depends on your investment requirements. Before investing in the HSBC Mutual Fund schemes, consider factors such as HSBC Mutual Fund NAV, returns, risk, volatility, the fund manager’s experience, and your own return expectations and risk tolerance. You can check individual fund details on the Angel One app or the web to make an informed investment decision.

You can start HSBC Mutual FundsSIP online on the go. Invest in [Name of the AMC] SIP online through the Angel One app or web platform for a hassle-free investing experience. Doing this will allow you to track all your investments in one place. Alternatively, you can visit AMC’s official website to start a SIP online.

You can redeem your HSBC Mutual Funds units in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit mutual funds.

Redemption of equity, debt, and conservative hybrid funds generally happens within 2-4 working days of the withdrawal initiation. The proceeds are transferred to your registered bank account. The proceeds of liquid funds take 1-2 working days to be deposited in your bank account.
There are various exit loads or redemption charges charged by HSBC Mutual Funds. The charges depend on the type of fund, the time period, and the percentage of funds being redeemed.

You can do this by visiting mutual funds. or the Angel One App under the Mutual Funds section. Alternatively, you can visit AMC's official website.

Go to the Angel One app or website and check in the Mutual Funds section. You may also choose to visit the official website of AMC.
There are funds that fall under the category of Equity-linked Savings Scheme or ELSS that allow you to claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year from your taxable income.
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