HSBC Mutual Funds
Welcome to HSBC Mutual Fund, where a global legacy meets local expertise in the pursuit of financial success
Current Landscape: Currently, HSBC does not operate its own mutual funds in India. They provide investment options through partnerships with L&T Mutual Fund. This means you won’t find HSBC-branded mutual funds directly in the Indian market. However, you can still access investment possibilities through their partnered AMCs. If you’re interested in exploring this route, remember to research the specific fund details offered by the partnered AMC, not just the HSBC brand.
History of HSBC Mutual Funds
HSBC Mutual Funds is a wholly owned subsidiary of HSBC Holdings, one of the largest financial organizations in the world. They have been in operation over the last 20 years.
HSBC Mutual funds have more than USD 662 Billion under management and have their presence in over 23 countries across various territories. They have 645 investment professionals with deep experience in international financial markets and have the reputation of bringing profits to their clients. Connecting the developing and developed world allows them to create sustainable investment opportunities.
Vision
To be the world’s leading wealth manager and trusted financial services provider, helping people achieve their ambitions.
Mission
To help clients achieve their financial goals through effective investment solutions and personalized advice.
Achievements and awards of HSBC mutual funds
- HSBC Equity Fund has been included in the 5 star rated fund category (“Top rated mutual funds” by Value Research online) in March, 2009.
- ICRA Mutual Fund Awards 2009
- CNBC TV18 - CRISIL Mutual Fund Awards 2008
- HSBC MIP - Savings was awarded the CNBC TV18 - CRISIL Mutual Fund of the Year
Offerings
Nippon offers fund across various categories as mentioned below,
- Equity Funds
- Debt Funds
- Gold Funds
- Index Funds
Top 5 Performing HSBC Equity Mutual Funds
| Fund Name | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HSBC Small Cap Fund | 36.45% | 52.10% | 4,237 |
| HSBC Infrastructure Fund | 32.78% | 45.32% | 1,502 |
| HSBC Flexi Cap Fund | 31.22% | 42.79% | 3,258 |
| HSBC Midcap Fund | 29.87% | 40.54% | 1,894 |
| HSBC Value Fund | 28.16% | 38.92% | 3,101 |
Top 5 Performing HSBC Debt Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HSBC Corporate Bond Fund | 8.21% | 9.37% | 3,982 |
| HSBC Low Duration Fund | 4.12% | 4.98% | 2,140 |
| HSBC Short Duration Fund | 3.90% | 4.82% | 2,635 |
| HSBC Banking & PSU Debt Fund | 7.92% | 8.98% | 1,829 |
| HSBC Dynamic Bond Fund | 8.08% | 9.25% | 1,507 |
Top 5 Performing HSBC Hybrid Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HSBC Balanced Advantage Fund | 20.52% | 26.31% | 3,102 |
| HSBC Flexi Hybrid Equity Fund | 17.45% | 23.89% | 1,624 |
| HSBC Conservative Hybrid Fund | 12.64% | 16.17% | 2,957 |
| HSBC Multi Asset Fund - Balanced 65 | 12.43% | 15.90% | 1,240 |
| HSBC Equity Savings Fund | 11.58% | 14.06% | 2,498 |
Top Performing HSBC Index Mutual Funds
| Fund Name | Category | 1-Year Return (%) | 3-Year Return (%) | Fund Size (Cr.) |
|---|---|---|---|---|
| HSBC Nifty Next 50 Index Fund | Index | 28.48% | 16.86% | 81.85 |
| HSBC Nifty 50 Index Fund | Index | 21.73% | 16.29% | 226.37 |
Advantage of Investing in HSBC Mutual Funds
- Global Expertise: Leveraging HSBC’s global expertise, they bring international best practices to our mutual fund offerings.
- Innovative Solutions: HSBC’s commitment to innovation is reflected in their range of products delivering optimal returns to the customers
- Consistent Fund Performance: HSBC Mutual Fund has a track record of delivering competitive and consistent returns, navigating various market conditions with resilience.
How to Invest in the HSBC Mutual Funds Online?
To invest in a HSBC Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Nippon India fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’
