HSBC Mutual Fund
HSBC Mutual Fund is the Indian mutual fund arm of HSBC Asset Management, part of HSBC Group, one of the world's largest banking and financial services organisations headquartered in London with operations in over 60 countries. SEBI-registered, the AMC has been operating in India since 2002 and significantly expanded its product lineup and assets through the acquisition of L&T Mutual Fund in 2022. It offers equity, debt, hybrid, and international fund schemes. HSBC's global banking presence and international investment research network inform its Indian fund management operations.
HSBC Mutual Fund Key Information
Best HSBC Mutual Funds
AUM ₹512 Cr •
Expense 1.3%
AUM ₹77 Cr •
Expense 1.2%
AUM ₹360 Cr •
Expense 1.6%
AUM ₹14249 Cr •
Expense 0.6%
AUM ₹1207 Cr •
Expense 0.7%
AUM ₹5110 Cr •
Expense 0.7%
AUM ₹876 Cr •
Expense 0.7%
AUM ₹2441 Cr •
Expense 0.8%
AUM ₹159 Cr •
Expense 0.3%
AUM ₹5621 Cr •
Expense 0.5%
AUM ₹1679 Cr •
Expense 0.8%
AUM ₹16877 Cr •
Expense 0.6%
AUM ₹3985 Cr •
Expense 1%
AUM ₹14548 Cr •
Expense 0.6%
AUM ₹5538 Cr •
Expense 0.9%
AUM ₹1758 Cr •
Expense 1%
AUM ₹1651 Cr •
Expense 0.7%
AUM ₹1142 Cr •
Expense 0.9%
AUM ₹373 Cr •
Expense 0.2%
Management Team | |
Mr. Ravi Menon | CEO |
Mr. Tushar Pradhan | Chief Investment Officer |
Mr. Sumesh Kumar | Chief Compliance Officer |
Top Fund Managers of HSBC Mutual Fund
Compare HSBC Mutual Fund with other AMCs
AMC | AUM(in Cr) | AUM change (1M) | AUM Rank | Action |
|---|---|---|---|---|
 ICICI | ₹10.3L Cr | + ₹80.5K Cr | 1/51 | Invest |
 SBI | ₹9.1L Cr | + ₹85.2K Cr | 2/51 | Invest |
 HDFC | ₹9.2L Cr | + ₹82.9K Cr | 3/51 | Invest |
 Kotak | ₹5.8L Cr | + ₹53.8K Cr | 4/51 | Invest |
 Nippon | ₹5.2L Cr | + ₹62.3K Cr | 5/51 | Invest |
 Aditya Birla Sun Life | ₹4.2L Cr | + ₹36.3K Cr | 6/51 | Invest |
 Axis | ₹3.7L Cr | + ₹52.6K Cr | 7/51 | Invest |
 UTI | ₹2.6L Cr | + ₹34K Cr | 8/51 | Invest |
Key information about HSBC Mutual Fund
Headquarters
9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East) Mumbai 400 063
022-66145000
Factors to Consider Before Investing in HSBC Mutual Fund
When investing in HSBC Mutual Funds, you must consider the following factors to choose the right investment:
Investment goals
It is crucial to define your investment goals and select an HSBC Mutual Fund with a suitable investment duration. Knowing the investment goals will help choose funds that align with your investment goals. It will also help you determine the mode of investment.
You can calculate your investment returns using INDmoney's HSBC Mutual Fund SIP Calculator and Lumpsum Calculator. Choose the right fund for your goals by checking the fund type and expected returns.
Investment duration
If you want to invest in HSBC Mutual Fund, it is crucial to know how long you want to invest in these schemes. Some of the mutual funds offer high returns over the long term, while others are beneficial for the short term.
Fund performance
You must assess the returns of HSBC mutual funds before choosing the ideal fund to invest in. Compare the annual returns of the last 3 to 5 years with their benchmarks. For example, HSBC Midcap Fund Direct Growth has delivered 22.9% over the past 3 years.
Fund manager’s experience
While investing in any HSBC Mutual Fund, you must look at the fund manager’s past performance. It will help you assess how they have managed the funds against its benchmarks.
For instance, you can review the investment decision of Cheenu Gupta, who has approximately 17 years of experience managing the mutual funds of HSBC and is currently managing 8 funds of HSBC AMC.
Expense ratio
It is the fees you must pay to the mutual fund house for managing the mutual fund. The expense ratio comprises fees for management, administration, promotion and distribution. HSBC mutual funds’ expense ratio usually ranges between 0.1% to 1.6%.
Asset Under Management (AUM)
The AUM indicates how much funds the mutual fund is looking after. A bigger AUM means the fund house is managing more funds, and more people are investing in the fund. As of March 2024, the AUM of HSBC Mutual Fund stands at Rs. 1,08,785.1 crore.
How to Start Investing with HSBC Mutual Fund with INDmoney?
After you have understood the details about HSBC Mutual Fund, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1:
Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2:
Once your Free investment account is ready, you can either search for HSBC Mutual Fund or go to the mutual fund section.
Step 3:
Choose any HSBC Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4:
You can choose to set up SIP in any HSBC Mutual Fund or even invest as a lump sum. Once you are on the individual HSBC Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan.
Step 5:
Choose the amount that you want to invest as SIP or LumpSum.
Step 6:
Set up payments. If you choose to set up SIP in any HSBC Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.
Frequently asked questions
Yes, you can pause your SIP in HSBC Mutual Fund for a maximum tenure of 3 months. If you have directly invested in HSBC Mutual Funds, you must fill out the SIP pause form online on the INDmoney application or website.
You can calculate the daily, weekly, monthly and quarterly SIP amount of HSBC Mutual Fund using INDmoney's HSBC SIP calculator.
You can directly withdraw the returns of any HSBC Mutual Funds through the INDmoney application. To do this, you can visit the scheme's page and click the 'Redeem' button to receive the investment amount directly to your bank account.
You can avail tax benefits under Section 80C of the Income Tax Act, 1961 by investing in the Equity-Linked Saving Scheme offered by HSBC Mutual Fund.