HSBC Mutual Fund
59 schemes · 9 managers · 36 categories
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
- Funds
- 59
- Default share classes
- AUM
- ₹1.27 Lakh Cr
- 31 Aug 2026
- Median 1Y
- +5.6%
- Across house schemes
- Volatility
- Low
- 7.7% median
House read
Aggregate picture across default share classes from this AMC: corpus, median returns, and evidence statuses.
HSBC Mutual Fund was established on 27th May 2002 has an asset under management of Rs. 10621.84 crore (As of June 2018) The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client. The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary. With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.
- Median 3Y
- +7.5%
- Trailing CAGR
- Median TER
- 0.84%
- Expense ratio
- Managers
- 9
- Named current managers
- Categories
- 36
- Peer groups covered
Evidence mix
How schemes from this house currently read against their category peers.
- HealthyHealthy
12
Healthy
- MonitorMonitor
36
Monitor
- ReviewReview
9
Review
- Insufficient historyInsufficient history
2
Unset
Categories
Where this house concentrates schemes and corpus.
- Equity Schemes - Small Cap Fund
EQUITY · 1 scheme
₹19,076 Cr
- Equity Schemes - Mid Cap Fund
EQUITY · 1 scheme
₹15,578 Cr
- Equity Schemes - Value Fund
EQUITY · 1 scheme
₹15,373 Cr
- Income/Debt Oriented Schemes - Money Market Fund
DEBT · 1 scheme
₹6,993 Cr
- Equity Schemes - Multi Cap Fund
EQUITY · 1 scheme
₹6,503 Cr
Leading schemes
Healthy reads with stronger recent evidence inside this house.
HSBC India Export Opportunities Fund
HealthyHSBC Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 11.7757
- Direct · Growth
- 1Y
- +18.3%
- Doing its job
- Volatility
- Medium
- 15.9% annualized
HSBC Multi Asset Allocation Fund
HealthyHSBC Mutual Fund · Hybrid Schemes - Multi Asset Allocation Fund
- NAV
- 14.2178
- Direct · Growth
- 1Y
- +13.7%
- Doing its job
- Volatility
- Medium
- 14.2% annualized
HSBC Financial Services fund
HealthyHSBC Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 12.6053
- Direct · Growth
- 1Y
- +10.1%
- Doing its job
- Volatility
- High
- 16.9% annualized
HSBC Multi Cap Fund
HealthyHSBC Mutual Fund · Equity Schemes - Multi Cap Fund
- NAV
- 20.6795
- Direct · Growth
- 1Y
- +9.4%
- Doing its job
- Volatility
- Medium
- 15.1% annualized
Worth a closer look
Schemes currently marked Review against their category peers.
HSBC Brazil Fund
ReviewHSBC Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas
- NAV
- 11.8189
- Direct · Growth
- 1Y
- +31.7%
- Closer look
- Volatility
- High
- 32.8% annualized
HSBC Fixed Term Series 128 (1106 days plan)
ReviewHSBC Mutual Fund · Close Ended Schemes(Income
- NAV
- 12.3266
- Plan n/a · Option n/a
- 1Y
- +7.5%
- Closer look
- Volatility
- Low
- 0.8% annualized
HSBC Fixed Term Series 126 (1138 days plan)
ReviewHSBC Mutual Fund · Close Ended Schemes(Income
- NAV
- 12.4567
- Plan n/a · Option n/a
- 1Y
- +7.4%
- Closer look
- Volatility
- Low
- 0.8% annualized
HSBC Fixed Term Series 130 (1204 days plan)
ReviewHSBC Mutual Fund · Close Ended Schemes(Income
- NAV
- 12.4433
- Plan n/a · Option n/a
- 1Y
- +5.2%
- Closer look
- Volatility
- Low
- 1.2% annualized
All schemes
Search, filter, and sort default share classes from HSBC Mutual Fund.
59 schemes from HSBC Mutual Fund
HSBC Gold ETF
Insufficient historyHSBC Mutual Fund · Other Scheme - Gold ETF
- NAV
- 129.9783
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 20.5% annualized
HSBC Gold ETF Fund of Fund
Insufficient historyHSBC Mutual Fund · Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)
- NAV
- 10.3108
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 20.6% annualized
HSBC Global Emerging Markets Fund
MonitorHSBC Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas
- NAV
- 37.3461
- Direct · Growth
- 1Y
- +42.4%
- Recent evidence
- Volatility
- High
- 17.4% annualized
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
MonitorHSBC Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas
- NAV
- 39.3386
- Direct · Growth
- 1Y
- +32.1%
- Recent evidence
- Volatility
- Medium
- 15.8% annualized
HSBC Brazil Fund
ReviewHSBC Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas
- NAV
- 11.8189
- Direct · Growth
- 1Y
- +31.7%
- Closer look
- Volatility
- High
- 32.8% annualized
HSBC Midcap Fund
MonitorHSBC Mutual Fund · Equity Schemes - Mid Cap Fund
- NAV
- 526.7574
- Direct · Growth
- 1Y
- +21.5%
- Recent evidence
- Volatility
- High
- 17.0% annualized
HSBC India Export Opportunities Fund
HealthyHSBC Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 11.7757
- Direct · Growth
- 1Y
- +18.3%
- Doing its job
- Volatility
- Medium
- 15.9% annualized
HSBC Multi Asset Allocation Fund
HealthyHSBC Mutual Fund · Hybrid Schemes - Multi Asset Allocation Fund
- NAV
- 14.2178
- Direct · Growth
- 1Y
- +13.7%
- Doing its job
- Volatility
- Medium
- 14.2% annualized