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HSBC Global Asset Management Pvt. Ltd. is one of the leading emerging market asset management business of India and abroad. HSBC Global Asset Management is a division of Hong Kong Shanghai Banking Corporation - Retail Banking and Wealth Management, the asset management division of HSBC Holdings plc.
HSBC Holdings plc is a British multinational banking and financial services holding company. It is the 7ᵗʰ largest bank in the world, and the largest in Europe, with total assets of US$2.374 trillion.
HSBC Asset Management (India) Pvt. Ltd. is the investment manager of HSBC Mutual Fund in India.
HSBC Mutual Fund primarily offers three types of funds - equity, debt and product add-ons funds.
Equity Fund Products
| Type | Open ended |
| Fund manager | Neelotpal Sahai |
| Fund manager | NIFTY 50 Total Return |
| Risk | Moderately high |
| Asset size (Crores) | ₹744 |
| Returns % (1Yr) | -2.83 |
| Returns % (3Yr) | 9.23 |
| Returns % (5Yr) | 12.91 |
Investment objective: To generate long-term capital appreciation from a managed portfolio of equities and equity related securities of large cap corporates.
Suitable for: Investment in predominantly large cap equity and equity related securities.
| Type | Open ended |
| Fund manager | Neelotpal Sahai (for Equity portion) and Sanjay Shah (for Fixed Income portion) |
| Benchmark | S&P BSE 200 TRI |
| Risk | Moderately high |
| Asset size (Crores) | ₹46 |
| Returns % (1Yr) | 0.63 |
| Returns % (3Yrs) | 8.32 |
| Returns % (5Yrs) | 11.42 |
Investment objective: Generate long term capital formation by investing in funds of equities and equity related securities.
Suitable for: Investment in equity and equity related securities and in debt instruments when view on equity markets is negative.
| Type | Open ended |
| Fund manager | Neelotpal Sahai |
| Benchmark | Neelotpal Sahai |
| Benchmark | Moderately high |
| Asset size (Crores) | ₹655 |
| Returns % (1Yr) | -8.72 |
| Returns % (3Yrs) | 7.90 |
| Returns % (5Yrs) | 16.42 |
Investment objective: To seek long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. The fund aims to be predominantly invested in equity and equity-related securities.
Suitable for: Investment in equity and equity related securities across market capitalizations
| Type | Open ended |
| Fund manager | Ranjithgopal K A (Dedicated Fund Manager for managing the overseas investments as permitted under the regulations, guidelines and circulars issued from time to time) |
| Benchmark | MSCI Emerging Markets |
| Risk | High |
| Asset size (Crores) | ₹9 |
| Returns % (1Yr) | 1.66 |
| Returns % (3Yrs) | 11.01 |
| Returns % (5Yrs) | 3.59 |
Investment objective: The investment objective of this fund is to provide long term wealth appreciation by investing predominantly in the units and shares of HSBC Global Investment Funds and HDFC Global Emerging Markets Equity Fund.
Suitable for: Investment predominantly in units of HSBC Global Investment Funds - Global Emerging Markets Equity Fund
| Type | Open ended |
| Fund manager | Open ended |
| Benchmark | S&P BSE 250 SmallCap TRI |
| Risk | Moderately high |
| Asset size (Crores) | ₹589 |
| Returns % (1Yr) | -22.37 |
| Returns % (3Yr) | 3.72 |
| Returns % (5Yr) | 23.38 |
Investment objective: To create long term capital accumulation by investing in a portfolio of equities and equity related instruments of predominantly small capital corporates.
Suitable for: Investment in predominantly small cap equity and equity related securities.
| Type | Open ended |
| Fund manager | Aditya Khemani |
| Benchmark | S & P BSE 200 TRI |
| Risk | Moderately high |
| Asset size (Crores) | ₹173 |
| Returns % (1Yr) | -10.92 |
| Returns % (2Yr) | 6.13 |
| Returns % (5Yrs) | 15.37 |
Investment objective: To provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalization bias. The Fund may also invest in fixed income securities
Suitable for: Investment in equity and equity related securities with no capitalization bias.
| Type | Open ended |
| Fund manager | Gautam Bhupal |
| Benchmark | S & P BSE India Infrastructure TRI |
| Risk | High |
| Asset size (Crores) | ₹135 |
| Returns % (1Yr) | -34.13 |
| Returns % (3Yr) | -5.16 |
| Returns % (5Yr) | -5.16 |
Investment objective: To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of infrastructure companies in India.
Suitable for: Investment in equity and equity related securities, primarily in companies engaged in or expected to benefit from growth and development of Infrastructure in India.
| Type | Open ended |
| Fund manager | Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Sanjay Shah, Fund Manager responsible for managing investments in Indian markets. |
| Benchmark | MSCI AC Asia Pacific Ex-Japan |
| Risk | High |
| Asset size (Crores) | ₹7 |
| Returns % (1Yr) | 8.12 |
| Returns % (3Yrs) | 13.12 |
| Returns % (5Yrs) | NA |
Investment objective: It aims to provide long term capital generation by investing in units of HSBC Global Investment Funds (HGIF) Asia Pacific Ex Japan Equity High Dividend Fund (HEHDF). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.
Suitable for: Investment in equity and equity related securities of Asia Pacific countries (excluding Japan) through fund of funds route.
| Type | Open ended |
| Fund manager | Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. |
| Benchmark | MSCI Brazil 10/40 |
| Risk | High |
| Asset size (Crores) | ₹19 |
| Returns % (1Yr) | 5.01 |
| Returns % (3Yrs) | 20.67 |
| Returns % (5Yrs) | -2.80 |
Investment objective: To provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investment Funds (HGIF) - Brazil Equity Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.
Suitable for: Investment in equity and equity related securities through feeder route in Brazilian markets.
| Type | Open ended |
| Fund manager | Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Sanjay Shah, Fund Manager responsible for managing investments in Indian markets. |
| Benchmark | MSCI AC World in INR Terms |
| Risk | High |
| Asset size (Crores) | ₹4 |
| Returns % (1Yr) | 14.76 |
| Returns % (3Yr) | 12.63 |
| Returns % (5Yr) | NA |
Investment objective: The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund (Underlying scheme). The Scheme may also invest a certain proportion of its corpus in money market instruments and/or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.
Suitable for: Investment in equity and equity related securities around the world focusing on growing consumer behaviour of China through feeder route.
| Type | Open ended |
| Fund manager | Ranjithgopal K A - Dedicated Fund Manager for managing the overseas investments as permitted under the Regulations, guidelines and circulars issued from time to time. Gautam Bhupal for managing investments in Indian Market (Equity Portion) Sanjay Shah for managing investments in Indian Market (Fixed Income Portion) |
| Benchmark | S & P BSE 200 TRI (80), CRISIL Composite Bond (20 |
| Risk | Moderately high |
| Asset size (Crores) | ₹160 |
| Returns % (1Yr) | -5.75 |
| Returns % (3Yr) | 8.10 |
| Returns % (5Yr) | NA |
Investment objective:
Managed Solutions India – Growth
The objective of the Plan is to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments.
Managed Solutions India – Moderate The objective of the fund is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.
Managed Solutions India – Conservative The objective of the Plan is to provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by predominantly investing in units of debt mutual funds as well as in a basket of equity mutual funds, gold ETFs and other ETFs and money market instruments.
The investments into Underlying schemes by each Plan under the Scheme would be based on the investment objective, asset allocation pattern and / risk profile of such Plans under the Scheme.
Suitable for:
Growth Investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold & exchange traded funds, offshore mutual funds and money market instruments.
Moderate Investments in a basket of debt mutual funds, equity mutual funds, gold & exchange traded funds, offshore mutual funds and money market instruments.
Conservative Investing predominantly in units of debt mutual funds as well as in a basket of equity mutual funds, gold & other exchange traded funds and money market instruments.
| Type | Open ended |
| Fund manager | Aditya Khemani (for Equity portion) and Sanjay Shah (for Fixed Income portion) |
| Benchmark | CRISIL Hybrid 85+15 Conservative |
| Risk | Moderately high |
| Asset size (Crores) | ₹175 |
| Returns % (1Yr) | -2.15 |
| Returns % (3Yr) | 4.50 |
| Returns % (5Yr) | 8.23 |
Investment objective: To seek generation of reasonable returns through investments in debt and money market Instruments. The secondary objective of the Scheme is to invest in equity and equity related instruments to seek capital appreciation.
Suitable for: Capital appreciation over medium to long term.
| Type | Open ended |
| Fund manager | Kapil Punjabi |
| Benchmark | CRISIL Liquid |
| Risk | Low |
| Asset size (Crores) | ₹7508 |
| Returns % (1Yr) | 6.25 |
| Returns % (3Yr) | 6.28 |
| Returns % (5Yr) | 6.95 |
Investment objective: Aims to provide reasonable returns, commensurate with low risk while providing a high level of liquidity, through a portfolio of money market and debt securities.
Suitable for: Investment in Money Market Instruments.
| Type | Open ended |
| Fund manager | Kapil Punjabi |
| Benchmark | CRISIL Short Term Bond Fund Index and CRISIL Composite Bond Fund Index |
| Risk | Moderate |
| Asset size (Crores) | NA |
| Returns % (1Yr) | NA |
| Returns % (3Yr) | NA |
| Returns % (5Yr) | NA |
Investment objective: The investment objective of the scheme is to seek generation of reasonable returns by investing in a portfolio of fixed income instruments normally maturing in line with the time profile of the respective plan(s).
Suitable for: Creating income by investing in debt securities or equity market schemes.
| Type | Open ended |
| Fund manager | Sanjay Shah |
| Benchmark | CRISIL Composite Bond |
| Risk | Moderate |
| Asset size (Crores) | ₹41 |
| Returns % (1Yr) | -0.17 |
| Returns % (3Yr) | 4.20 |
| Returns % (5Yr) | 6.33 |
Investment objective: To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between four years to seven years. However, there can be no guarantee that the investment objective of the scheme would be achieved.
Suitable for: Investment in diversified portfolio of fixed income securities such that the Macaulay^ duration of the portfolio is between four years to seven years.
| Type | Open ended |
| Fund manager | Sanjay Shah |
| Benchmark | CRISIL Ultra ST Debt |
| Risk | Moderately low |
| Asset size (Crores) | ₹524 |
| Returns % (1Yr) | 5.42 |
| Returns % (3Yr) | 6.42 |
| Returns % (5Yr) | 7.27 |
Investment objective: To seek to provide liquidity and reasonable returns by investing primarily in a mix of debt and money market instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Suitable for: Investment in a mix of debt and money market instruments such that the Macaulay^ duration of the portfolio is between 6 months to 12 months. ^ The Macaulay duration is the weighted average term to maturity of the cash flows from a bond. The weight of each cash flow is determined by dividing the present value of the cash flow by the price.
| Type | Open ended |
| Fund manager | Sanjay Shah |
| Benchmark | CRISIL Composite Bond |
| Risk | Moderately low |
| Asset size (Crores) | ₹168 |
| Returns % (1Yr) | 0.01 |
| Returns % (3Yr) | 4.39 |
| Returns % (5Yr) | 6.44 |
Investment objective: To deliver returns in the form of interest income and capital gains, along with high liquidity, commensurate with the current view on the markets and the interest rate cycle, through active investment in debt and money market instruments.
Suitable for: Investment in Debt / Money Market Instruments.
| Type | Open ended |
| Fund manager | Sanjay Shah and Kapil Punjabi |
| Benchmark | CRISIL Short-Term Bond |
| Risk | Moderately low |
| Asset size (Crores) | ₹1234 |
| Returns % (1Yr) | 3.95 |
| Returns % (3Yr) | 6.27 |
| Returns % (5Yr) | 7.36 |
Investment objective: To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between one year to three years.
Suitable for: Investment in diversified portfolio of fixed income securities such that the Macaulay^ duration of the portfolio is between one year to three years.
*All information regarding HSBC Mutual Fund has been sourced from the official website of HSBC Mutual Fund - assetmanagement.hsbc.com/in.
Product add-ons
A Systematic Investment Plan (SIP) is a mode of investment which allows you to invest small amounts of money at regular intervals of time on a monthly or quarterly basis, in a mutual fund for specified period.
HSBC Equity Fund HSBC Income Fund
HSBC India Opportunities Fund HSBC Cash Fund
HSBC Infrastructure Equity Fund HSBC Ultra Short Term Bond Fund
HSBC Dynamic Fund HSBC Flexi Debt Fund
HSBC Emerging Markets Fund
HSBC Tax Saver Equity Fund
HSBC MIP
Investors can apply for an STP in the following HSBC Mutual Funds:
Investment Potential - HSBC mutual funds have a global investment potential.
Efficient Management Team - HSBC have the finest fund management professionals who cater to the client’s financial needs.
Trustees and Sponsor - HSBC has its own in-house sponsor: HSBC Securities and Capital Markets India Pvt. Ltd.
Financial Results - HSBC offers complete transparency with respect to its annual financial results.
Products - The have a well-diversified line of products catering to every investor.
How do I buy HSBC mutual fund plan online?
You as an investor will have to download an official application form from the website of HDFC Mutual Fund and submit the same with respective KYC details, bank documents and an e-copy of the cheque on the HSBC Mutual Fund website.
How do I contact HSBC mutual fund Company?
You can contact HSBC mutual fund company via email at hsbcmf@camsonline.com or call on their toll free number at 1800 200 2434 (can be dialed from all phones within India).
How do I login HSBC mutual fund Company website?
HSBC Mutual Fund has withdrawn its online platform for investors due to lack of engagement.
What is HSBC mutual fund Company's Contact Number?
You can contact them on their toll- free number, i.e., 1800 200 2434. This can be dialed from all phones within the country.
What type of investor should invest in a small cap scheme?
As an investor, if you have a higher capacity for risk, you can dedicate a part of your investment portfolio in small cap scheme.
Which HSBC mutual fund scheme should I invest?
You have a wide variety of options to choose from - equity, debt and product add-ons.
Why should I invest in HSBC mutual funds?
HSBC mutual fund come with a variety of features suitable for an investor such as a customer centric approach towards investment, transparency, global investment strategy, effective client servicing and expert advice.
