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Introduction to the Fund

HSBC Global asset management in India is a subsidiary holding of HSBC Global Asset Management based in Europe. The Parent company manages assets totaling to USD 469 billion as of 31 December, 2017. The asset management company operates in Europe, Asia – Pacific, North America, Latin America and the Middle East. The mutual fund house provides consistent and disciplined investment process across all locations. In India, HSBC mutual fund house provides a range of investment management solutions including different categories of mutual funds.


The mutual funds offered by HSBC asset management company are categorized under –

  • Debt mutual funds
  • Equity mutual funds
  • Balanced mutual funds or Hybrid mutual funds

List of funds offered by HSBC AMC

Scheme Sector Type Min. Invest(Rs.) Exp. Ratio(%) SIP Min. Inv.(Rs.) Options Available
HSBC Cash FundDebt - Liquid FundOpen ended5,0000.141,000Dividend and growth
HSBC Managed Solutions India-ModerateFoFs (Domestic)Open ended5,0002.281,000Dividend and growth
HSBC Large Cap Equity FundEquity - Large Cap FundOpen ended5,0002.481,000Dividend and growth
HSBC Multi Cap Equity FundEquity - Multi Cap FundOpen ended5,0002.491,000Dividend and growth
HSBC Tax Saver Equity FundEquity - ELSSOpen ended1,0002.68500Dividend and growth
HSBC Managed Solutions India-GrowthFoFs (Domestic)Open ended5,0002.451,000Dividend and growth
HSBC Managed Solutions India-ConservativeFoFs (Domestic)Open ended5,0001.741,000Dividend and growth
HSBC Low Duration FundDebt - Low Duration FundOpen ended5,0001.041,000Dividend and growth
HSBC Small Cap Equity FundEquity - Small cap FundOpen ended5,0002.531,000Dividend and growth
HSBC Flexi Debt FundDebt - Dynamic BondOpen ended5,0001.731,000Dividend and growth
HSBC Short Duration FundDebt - Short Duration FundOpen ended5,0001.31,000Dividend and growth
HSBC Regular Savings FundHybrid - Conservative Hybrid FundOpen ended5,0002.421,000Dividend and growth
HSBC Infra Equity FundEquity - Sectoral Fund - InfrastructureOpen ended5,0002.771,000Dividend and growth
HSBC Dynamic Asset Allocation FundHybrid - Dynamic Asset AllocationOpen ended5,0002.851,000Dividend and growth
HSBC Debt FundDebt - Medium to Long Duration FundOpen ended5,0002.031,000Dividend and growth
HSBC Global Emerging Markets FundFoFs (Overseas)Open ended5,0002.711,000Dividend and growth
HSBC Brazil FundFoFs (Overseas)Open ended5,0002.751,000Dividend and growth
HSBC Asia Pacific (Ex Japan) DYFFoFs (Overseas)Open ended5,0002.361,000Dividend and growth
HSBC Global Consumer Opportunities Fund (HGCOF)FoFs (Overseas)Open ended5,0002.531,000Dividend and growth
HSBC Equity Hybrid FundHybrid - Aggressive Hybrid FundOpen ended5,000N/A1,000Dividend and growth

Below are the features of various funds managed by HSBC Mutual fund. The open ended funds have been discussed here, since close ended funds are not available for subscription after their subscription period is closed.

HSBC Cash Fund

FeaturesHSBC Cash Fund
Fund HouseHSBC Mutual Fund
Launch date1-Jun-04
BenchmarkCRISIL Liquid
RiskometerLow
Return GradeAbove Average
Fund investment styleHigh credit quality; Low interest rate sensitivity
ObjectiveThe scheme 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.
Assets (30 Sep, 2018)Rs. 4744 crore

HSBC Managed Solutions India-Moderate

FeaturesHSBC Managed Solutions India-Moderate
Fund HouseHSBC Mutual Fund
Launch date30-Apr-14
BenchmarkCRISIL Hybrid 35+65 Aggressive
RiskometerModerately High
Return GradeHigh
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme seeks 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 ETFs and other ETFs, offshore mutual funds and money market instruments.
Assets (30 Sep, 2018)Rs. 261 Crore

HSBC Large Cap Equity Fund

FeaturesHSBC Large Cap Equity Fund
Fund HouseHSBC Mutual Fund
Launch date10-Dec-02
BenchmarkNIFTY 50
RiskometerModerately High
Return GradeAbove Average
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Assets (30 Sep, 2018)Rs. 692 Crore

HSBC Multi Cap Equity Fund

FeaturesHSBC Multi Cap Equity Fund
Fund HouseHSBC Mutual Fund
Launch date24-Feb-04
BenchmarkS&P BSE 200
RiskometerModerately High
Return GradeAbove Average
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme aims to invest across all market capitalizations including large, mid and small cap stocks. It will mainly focus on mid-cap companies, which have the potential to become large-caps over time. Though the fund will basically invest in equities, it may move some portion of its assets (up to 50 per cent) into debt and money market instruments, in case equity market tanks.
Assets (30 Sep, 2018)Rs. 579 crore

HSBC Tax Saver Equity Fund

FeaturesHSBC Tax Saver Equity Fund
Fund HouseHSBC Mutual Fund
Launch date5-Jan-07
BenchmarkS&P BSE 200
RiskometerModerately High
Return GradeAverage
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme aims 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.
Assets (30 Sep, 2018)Rs. 155 crore

HSBC Managed Solutions India-Growth

FeaturesHSBC Managed Solutions India-Growth
Fund HouseHSBC Mutual Fund
Launch date30-Apr-14
BenchmarkS&P BSE 200 TRI (80), CRISIL Composite Bond (20)
RiskometerModerately High
Return GradeAbove Average
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme seeks 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 ETFs and other ETFs, offshore mutual funds and money market instruments.
Assets (30 Sep, 2018)Rs 143 crore

HSBC Managed Solutions India-Conservative

FeaturesHSBC Managed Solutions India-Conservative
Fund HouseHSBC Mutual Fund
Launch date30-Apr-14
BenchmarkCRISIL Composite Bond (90), S&P BSE 200 TRI (10)
RiskometerModerate
Return GradeBelow Average
Fund investment styleLarge cap; Growth style
ObjectiveThe scheme seeks 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 ETFs and other ETFs, offshore mutual funds and money market instruments.
Assets (30 Sep, 2018)Rs. 246 crore

HSBC Low Duration Fund

FeaturesHSBC Low Duration Fund
Fund HouseHSBC Mutual Fund
Launch date17-Oct-17
BenchmarkCRISIL Ultra ST Debt
RiskometerModerately Low
Return GradeBelow Average
Fund investment styleHigh credit quality; Low interest rate sensitivity
ObjectiveThe scheme seeks 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.
Assets (30 Sep, 2018)Rs. 463 crore

HSBC Small Cap Equity Fund

FeaturesHSBC Small Cap Equity Fund
Fund HouseHSBC Mutual Fund
Launch date19-May-05
BenchmarkS&P BSE 250 Small Cap
RiskometerModerately High
Return GradeAbove Average
Fund investment styleSmall cap; Growth
ObjectiveThe scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies.
Assets (30 Sep, 2018)Rs. 503 crore

HSBC Flexi Debt Fund

FeaturesHSBC Flexi Debt Fund
Fund HouseHSBC Mutual Fund
Launch date5-Oct-07
BenchmarkCRISIL Composite Bond
RiskometerModerate
Return GradeBelow Average
Fund investment styleHigh credit quality; medium interest rate sensitivity
ObjectiveTo 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.
Assets (30 Sep, 2018)Rs. 163 crore

HSBC Short Duration Fund

FeaturesHSBC Short Duration Fund
Fund HouseHSBC Mutual Fund
Launch date10-Dec-02
BenchmarkCRISIL Short-Term Bond
RiskometerModerately Low
Return GradeBelow Average
Fund investment styleHigh credit quality; medium interest rate sensitivity
ObjectiveThe scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years.
Assets (30 Sep, 2018)Rs. 1,197 crore

HSBC Regular Savings Fund

FeaturesHSBC Regular Savings Fund
Fund HouseHSBC Mutual Fund
Launch date24-Feb-04
BenchmarkCRISIL Hybrid 85+15 Conservative
RiskometerModerately High
Return GradeBelow Average
Fund investment styleLarge cap; Growth style | High credit quality; high interest rate sensitivity
ObjectiveThe scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation, but this allocation shall not exceed 25 per cent.
Assets (30 Sep, 2018)Rs. 167 crore

HSBC Infra Equity Fund

FeaturesHSBC Infra Equity Fund
Fund HouseHSBC Mutual Fund
Launch date23-Feb-06
BenchmarkS&P BSE India Infrastructure
RiskometerHigh
Return GradeLow
Fund investment styleMidcap; Blend style
ObjectiveThe scheme aims 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 companies engaged in or expected to benefit from growth and development of infrastructure in India.
Assets (30 Sep, 2018)Rs. 113 crore

HSBC Dynamic Asset Allocation Fund

FeaturesHSBC Dynamic Asset Allocation Fund
Fund HouseHSBC Mutual Fund
Launch date24-Sep-07
BenchmarkS&P BSE 200
RiskometerModerately High
Return GradeAbove Average
Fund investment styleLarge cap; Growth style
ObjectiveThe fund proposes to allocate assets to both equity and debt markets based upon the market view. This allocation shall be steadily monitored and as and when the market movements demand, a switch would be made.
Assets (30 Sep, 2018)Rs. 43 crore

HSBC Debt Fund

FeaturesHSBC Debt Fund
Fund HouseHSBC Mutual Fund
Launch date10-Dec-02
BenchmarkCRISIL Composite Bond
RiskometerModerate
Return GradeLow
Fund investment styleHigh credit quality; high interest rate sensitivity
ObjectiveThe scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
Assets (30 Sep, 2018)Rs. 41 crore

HSBC Global Emerging Markets Fund

FeaturesHSBC Global Emerging Markets Fund
Fund HouseHSBC Mutual Fund
Launch date17-Mar-08
BenchmarkMSCI Emerging Markets
RiskometerHigh
Return GradeNA
Fund investment styleNA
ObjectiveThe scheme will provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds- Global Emerging Markets Equity Fund.
Assets (30 Sep, 2018)Rs. 9 Crore

HSBC Brazil Fund

FeaturesHSBC Brazil Fund
Fund HouseHSBC Mutual Fund
Launch date6-May-11
BenchmarkMSCI Brazil 10/40
RiskometerHigh
Return GradeNA
Fund investment styleNA
ObjectiveThe scheme seeks to provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investments Funds (HGIF) Brazil Equity Fund.
Assets (30 Sep, 2018)Rs. 21 crore

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund

FeaturesHSBC Asia Pacific (Ex Japan) Dividend Yield Fund
Fund HouseHSBC Mutual Fund
Launch date24-Feb-14
BenchmarkMSCI AC Asia Pacific Ex-Japan
RiskometerHigh
Return GradeNA
Fund investment styleNA
ObjectiveThe scheme seeks to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) Asia Pacific Ex Japan Equity High Dividend Fund. 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.
Assets (30 Sep, 2018)Rs. 7 crore

HSBC Global Consumer Opportunities Fund (HGCOF)

FeaturesHSBC Global Consumer Opportunities Fund (HGCOF)
Fund HouseHSBC Mutual Fund
Launch date23-Feb-15
BenchmarkMSCI AC World in INR Terms
RiskometerHigh
Return GradeNA
Fund investment styleNA
ObjectiveThe scheme seeks to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund. A certain proportion of its corpus will also be invested in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.
Assets (30 Sep, 2018)Rs. 4 Crore

HSBC Equity Hybrid Fund

FeaturesHSBC Equity Hybrid Fund
Fund HouseHSBC Mutual Fund
Launch date6-Apr-05
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35
RiskometerModerately High
Return GradeAbove Average
Fund investment styleLarge cap; Growth style | High credit quality; high interest rate sensitivity
ObjectiveThe Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Assets (30 Sep, 2018)Rs. 21,430 crore

How to invest in HSBC Mutual Funds?

Mutual funds can be invested offline or online depending on the investor’s convenience. Investors can walk into a branch and seek advice from dedicated Relationship Managers on how to invest in HSBC mutual Funds.

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