HSBC Mutual Funds

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Hong Kong and Shanghai Banking Corporation is a company based out of Britain. It deals majorly in different fiscal and banking services. HSBC was established in 1865 and has scattered its business in different countries across the globe and the corporation currently has a client base of over 53 Million. The fund house has registered its presence in India from the past 150 years and has explored different financial projects, such as personal banking, commercial banking, software development, and mutual funds.

HSBC Mutual Funds are offered by HSBC Global Asset Management. It includes four exclusive business houses, naming Sinopia, Halbis, HSBC Liquidity, and HSBC Multimanager. HSBC Liquidity and HSBC Multimanager are the cosmopolitan business units of HSBC Global Asset Management. Sinopia and Halbis are lawfully established as split-up corporations. HSBCGAS is the worldwide voice of its exclusive investment businesses.

Being one of the top-leading, rising markets in asset management business, they are everywhere their investors want them to be. They aspire to provide investment opportunities, access to their excellent service across the globe, and special insights.

Best Hsbc Mutual Funds

Scheme Name Type Nav Return(%) 1Y Return(%) 3Y Return(%) 5Y Rating1 Rating
HSBC Managed Solutions India Moderate Fund Regular- Growth Growth 16.7 4.58 10.24 0 5
5
HSBC Managed Solutions India Moderate Fund Regular- Dividend Dividend 16.7 4.58 10.24 0 5
5
HSBC Managed Solutions India Moderate Fund Direct- Growth Growth 16.88 4.84 10.52 0 4
4
HSBC Managed Solutions India Moderate Fund Direct- Dividend Dividend 10.14 4.84 10.52 0 4
4
HSBC Managed Solutions India Growth Fund Regular- Growth Growth 17.64 5.05 10.71 0 4
4
HSBC Managed Solutions India Growth Fund Regular- Dividend Dividend 17.64 5.05 10.71 0 4
4
HSBC Large Cap Equity Fund-Growth Growth 206.31 7.65 10.82 14.91 4
4
HSBC Large Cap Equity Fund-Dividend Dividend 30.39 7.65 10.82 14.91 4
4
HSBC Large Cap Equity Fund Direct-Growth Growth 214.89 8.43 11.62 15.73 4
4
HSBC Large Cap Equity Fund Direct-Dividend Dividend 32.08 8.43 11.62 15.73 4
4
HSBC Cash Fund-Growth Growth 1762.03 6.97 7.26 8.03 4
4
HSBC Cash Fund-Dividend Weekly Dividend 1111.15 6.97 7.26 8.03 4
4
HSBC Cash Fund-Dividend Monthly Dividend 1004.16 6.97 7.26 8.03 4
4
HSBC Cash Fund-Dividend Daily Dividend 1000.67 6.97 7.26 8.03 4
4
HSBC Tax Saver Equity Fund-Growth Growth 36.01 -0.69 9.73 17.55 3
3
HSBC Tax Saver Equity Fund-Dividend Dividend 21.66 -0.69 9.73 17.55 3
3
HSBC Tax Saver Equity Fund Direct-Growth Growth 37.49 0.02 10.51 18.38 3
3
HSBC Tax Saver Equity Fund Direct-Dividend Dividend 22.82 0.02 10.51 18.38 3
3
HSBC Small Cap Equity Fund-Growth Growth 53.1 -0.89 10.23 27.72 3
3
HSBC Small Cap Equity Fund-Dividend Dividend 21.04 -0.89 10.23 27.72 3
3
HSBC Multi Cap Equity Fund-Growth Growth 87.03 4.89 9.76 19.19 3
3
HSBC Multi Cap Equity Fund-Dividend Dividend 25.49 4.89 9.76 19.19 3
3
HSBC Multi Cap Equity Fund Direct-Growth Growth 90.67 5.69 10.57 20.06 3
3
HSBC Multi Cap Equity Fund Direct-Dividend Dividend 28.43 5.69 10.57 20.06 3
3
HSBC Managed Solutions India Growth Fund Direct- Growth Growth 17.84 5.33 11.01 0 3
3
HSBC Managed Solutions India Growth Fund Direct- Dividend Dividend 17.84 5.33 11.01 0 3
3
HSBC Low Duration Fund Direct-Growth Growth 16.12 6.73 7.81 8.58 3
3
HSBC Low Duration Fund Direct-Dividend Weekly Dividend 10.1 6.73 7.81 8.58 3
3
HSBC Low Duration Fund Direct-Dividend Monthly Dividend 10.38 6.73 7.81 8.58 3
3
HSBC Low Duration Fund Direct-Dividend Daily Dividend 10.08 6.73 7.81 8.58 3
3
HSBC Cash Fund-Unclaimed Dividend Upto 3 Yrs Dividend 1157.7 7.75 8.51 0 3
3
HSBC Cash Fund Direct-Growth Growth 1766.89 7.04 7.32 8.09 3
3
HSBC Cash Fund Direct-Dividend Weekly Dividend 1111.15 7.04 7.32 8.09 3
3
HSBC Cash Fund Direct-Dividend Monthly Dividend 1041.8 7.04 7.32 8.09 3
3
HSBC Cash Fund Direct-Dividend Daily Dividend 1000.65 7.04 7.32 8.09 3
3
HSBC Cash Fund -Unclaimed Redemption Upto 3 Yrs 1157.7 7.75 8.51 0 3
3
HSBC Small Cap Equity Fund Direct-Growth Growth 55.34 -0.14 11.06 28.66 2
2
HSBC Small Cap Equity Fund Direct-Dividend Dividend 25.72 -0.14 11.06 28.66 2
2
HSBC Short Duration Fund-Growth Growth 28.67 4.28 6.77 7.38 2
2
HSBC Short Duration Fund-Dividend Weekly Dividend 10.21 4.28 6.77 7.38 2
2
HSBC Short Duration Fund-Dividend Monthly Dividend 11.17 4.28 6.77 7.38 2
2
HSBC Short Duration Fund Direct -Growth Growth 30.11 5.26 7.78 8.35 2
2
HSBC Short Duration Fund Direct -Dividend Weekly Dividend 10.23 5.26 7.78 8.35 2
2
HSBC Short Duration Fund Direct -Dividend Quarterly Dividend 10.19 5.26 7.78 8.35 2
2
HSBC Short Duration Fund Direct -Dividend Monthly Dividend 12.16 5.26 7.78 8.35 2
2
HSBC Managed Solutions India Conservative Fund Regular- Growth Growth 14.02 2.61 6.64 0 2
2
HSBC Managed Solutions India Conservative Fund Regular- Dividend Dividend 14.02 2.61 6.64 0 2
2
HSBC Managed Solutions India Conservative Fund Direct- Growth Growth 14.17 2.87 6.91 0 2
2
HSBC Low Duration Regular Plan-Growth Growth 22.43 5.57 6.63 7.43 2
2
HSBC Low Duration Regular Plan-Dividend Weekly Dividend 10.01 5.57 6.63 7.43 2
2
HSBC Low Duration Regular Plan-Dividend Daily Dividend 10 5.57 6.63 7.43 2
2
HSBC Low Duration Fund-Growth Growth 15.5 5.89 6.95 7.77 2
2
HSBC Low Duration Fund-Dividend Weekly Dividend 10.05 5.89 6.95 7.77 2
2
HSBC Low Duration Fund-Dividend Monthly Dividend 10.17 5.89 6.95 7.77 2
2
HSBC Low Duration Fund-Dividend Daily Dividend 10.05 5.89 6.95 7.77 2
2
HSBC Flexi Debt Fund-Growth Growth 22.65 -0.9 5.67 6.27 2
2
HSBC Flexi Debt Fund-Dividend Quarterly Dividend 11.38 -0.9 5.67 6.27 2
2
HSBC Flexi Debt Fund-Dividend Monthly Dividend 10.44 -0.9 5.67 6.27 2
2
HSBC Flexi Debt Fund-Dividend Half Yearly Dividend 11.11 -0.9 5.67 6.27 2
2
HSBC Flexi Debt Fund-Dividend Fortnightly Dividend 10.45 -0.9 5.67 6.27 2
2
HSBC Flexi Debt Fund Direct-Growth Growth 23.63 -0.15 6.46 7.06 2
2
HSBC Flexi Debt Fund Direct-Dividend Quarterly Dividend 11.17 -0.15 6.46 7.06 2
2
HSBC Flexi Debt Fund Direct-Dividend monthly Dividend 9.98 -0.15 6.46 7.06 2
2
HSBC Flexi Debt Fund Direct-Dividend Half Yearly Dividend 10.63 -0.15 6.46 7.06 2
2
HSBC Dynamic Asset Allocation Fund Direct -Growth Growth 19.04 9.47 9.8 13.29 2
2
HSBC Dynamic Asset Allocation Fund Direct -Dividend Dividend 19.04 9.47 9.8 13.29 2
2
HSBC Dynamic Asset Allocation Fund -Growth Growth 18.3 8.7 9.04 12.5 2
2
HSBC Dynamic Asset Allocation Fund -Dividend Dividend 18.3 8.7 9.04 12.5 2
2
HSBC Cash Institutional Fund-Growth Growth 2775.04 6.74 7.02 7.77 2
2
HSBC Cash Institutional Fund-Dividend Daily Dividend 1307.12 6.74 7.02 7.77 2
2
HSBC Regular Savings Fund-Growth Growth 34.74 -0.71 5.98 8.6 1
1
HSBC Regular Savings Fund-Dividend Quarterly Dividend 12.61 -0.71 5.98 8.6 1
1
HSBC Regular Savings Fund-Dividend Monthly Dividend 12.34 -0.71 5.98 8.6 1
1
HSBC Regular Savings Fund Direct-Growth Growth 35.78 -0.2 6.53 9.16 1
1
HSBC Regular Savings Fund Direct-Dividend Quarterly Dividend 13.35 -0.2 6.53 9.16 1
1
HSBC Regular Savings Fund Direct-Dividend Monthly Dividend 15.53 -0.2 6.53 9.16 1
1
HSBC Flexi Debt Fund Regular-Growth Growth 21.94 -1.14 5.4 6 1
1
HSBC Flexi Debt Fund Regular-Dividend Quarterly Dividend 13.38 -1.14 5.4 6 1
1
HSBC Flexi Debt Fund Regular-Dividend Monthly Dividend 13.87 -1.14 5.4 6 1
1
HSBC Flexi Debt Fund Regular-Dividend Half Yearly Dividend 15.52 -1.14 5.4 6 1
1
HSBC Flexi Debt Fund Regular-Dividend Fortnightly Dividend 14.12 -1.14 5.4 6 1
1
HSBC Debt Fund-Growth Growth 27.57 -1.37 5.21 5.68 1
1
HSBC Debt Fund-Dividend Quarterly Dividend 10.54 -1.37 5.21 5.68 1
1
HSBC Debt Fund Direct-Growth Growth 28.78 -0.63 6 6.47 1
1
HSBC Cash Fund Regular-Growth Growth 2632.91 6.05 6.32 7.07 1
1
HSBC Cash Fund Regular-Dividend Weekly Dividend 1002.09 6.05 6.32 7.07 1
1
HSBC Cash Fund Regular-Daily Dividend Dividend 1019.3 6.05 6.32 7.07 1
1
HSBC Low Duration Institutional Plus Plan-Dividend Daily Dividend 17.61 0 0 0 0
0
HSBC Infrastructure Equity Fund-Growth Growth 19.79 -13.44 1.04 17.02 0
0
HSBC Infrastructure Equity Fund-Dividend Dividend 16.83 -13.44 1.04 17.02 0
0
HSBC Infrastructure Equity Fund Direct-Growth Growth 20.6 -12.81 1.76 17.85 0
0
HSBC Infrastructure Equity Fund Direct-Dividend Dividend 17.51 -12.81 1.76 17.85 0
0
HSBC Global Emerging Markets Fund- Growth Growth 13.87 7.49 7.81 6.26 0
0
HSBC Global Emerging Markets Fund- Dividend Dividend 13.27 7.49 7.81 6.26 0
0
HSBC Global Emerging Markets Direct Plan- Growth Growth 14.44 8.27 0 0 0
0
HSBC Global Emerging Markets Direct Plan- Dividend Dividend 13.82 8.27 0 0 0
0
HSBC Global Consumer Opportunities Fund Regular- Growth Growth 13.05 17.49 9.15 0 0
0
HSBC Global Consumer Opportunities Fund Direct- Growth Growth 13.37 18.35 9.93 0 0
0
HSBC Fixed Term Series 98 Regular-Growth Growth 14.23 6.09 6.95 0 0
0
HSBC Fixed Term Series 96 Regular-Growth Growth 14.58 5.96 6.88 0 0
0
HSBC Fixed Term Series 96 Direct-Growth Growth 14.85 6.32 7.32 0 0
0
HSBC Fixed Term Series 94 Regular-Growth Growth 14.71 6.17 7.03 0 0
0
HSBC Fixed Term Series 94 Direct-Growth Growth 14.86 6.52 7.16 0 0
0
HSBC Fixed Term Series 135 Regular - Growth Growth 10.01 0 0 0 0
0
HSBC Fixed Term Series 135 Regular - Dividend Dividend 10.01 0 0 0 0
0
HSBC Fixed Term Series 135 Direct - Growth Growth 10.01 0 0 0 0
0
HSBC Fixed Term Series 135 Direct - Dividend Dividend 10.01 0 0 0 0
0
HSBC Fixed Term Series 134 Regular - Growth Growth 10.11 0 0 0 0
0
HSBC Fixed Term Series 134 Regular - Dividend Dividend 10.11 0 0 0 0
0
HSBC Fixed Term Series 134 Direct - Growth Growth 10.11 0 0 0 0
0
HSBC Fixed Term Series 134 Direct - Dividend Dividend 10.11 0 0 0 0
0
HSBC Fixed Term Series 133 Regular - Growth Growth 10.1 0 0 0 0
0
HSBC Fixed Term Series 133 Regular - Dividend Dividend 10.1 0 0 0 0
0
HSBC Fixed Term Series 133 Direct - Growth Growth 10.11 0 0 0 0
0
HSBC Fixed Term Series 133 Direct - Dividend Dividend 10.11 0 0 0 0
0
HSBC Fixed Term Series 132 Regular - Growth Growth 10.15 0 0 0 0
0
HSBC Fixed Term Series 132 Regular - Dividend Dividend 10.15 0 0 0 0
0
HSBC Fixed Term Series 132 Direct - Growth Growth 10.15 0 0 0 0
0
HSBC Fixed Term Series 132 Direct - Dividend Dividend 10.15 0 0 0 0
0
HSBC Fixed Term Series 131 Regular - Growth Growth 10.08 0 0 0 0
0
HSBC Fixed Term Series 131 Regular - Dividend Dividend 10.08 0 0 0 0
0
HSBC Fixed Term Series 131 Direct - Growth Growth 10.09 0 0 0 0
0
HSBC Fixed Term Series 130 Regular - Growth Growth 10.23 0 0 0 0
0
HSBC Fixed Term Series 130 Regular - Dividend Dividend 10.23 0 0 0 0
0
HSBC Fixed Term Series 130 Direct - Growth Growth 10.24 0 0 0 0
0
HSBC Fixed Term Series 129 Regular - Growth Growth 10.59 4.83 0 0 0
0
HSBC Fixed Term Series 129 Regular - Dividend Dividend 10.59 4.83 0 0 0
0
HSBC Fixed Term Series 129 Direct - Growth Growth 10.62 5.09 0 0 0
0
HSBC Fixed Term Series 128 Regular - Growth Growth 10.71 4.95 0 0 0
0
HSBC Fixed Term Series 128 Regular - Dividend Dividend 10.71 4.95 0 0 0
0
HSBC Fixed Term Series 128 Direct - Growth Growth 10.76 5.31 0 0 0
0
HSBC Fixed Term Series 126 Regular-Growth Growth 11.64 5.79 0 0 0
0
HSBC Fixed Term Series 126 Regular-Dividend Dividend 11.64 5.79 0 0 0
0
HSBC Fixed Term Series 126 Direct-Growth Growth 11.73 6.15 0 0 0
0
HSBC Fixed Term Series 125 Regular-Growth Growth 11.85 6.18 0 0 0
0
HSBC Fixed Term Series 125 Regular-Dividend Dividend 11.85 6.18 0 0 0
0
HSBC Fixed Term Series 125 Direct-Growth Growth 11.94 6.54 0 0 0
0
HSBC Brazil Fund- Growth Growth 6.87 -0.53 3.12 -3.81 0
0
HSBC Brazil Fund- Dividend Dividend 6.87 -0.53 3.12 -3.81 0
0
HSBC Brazil Direct Plan- Growth Growth 7.14 0.18 0 0 0
0
HSBC Brazil Direct Plan- Dividend Dividend 7.14 0.18 0 0 0
0
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular- Growth Dividend 13.89 11.66 10.17 0 0
0
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular- Dividend Dividend 13.89 11.66 10.17 0 0
0
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct-Growth Dividend 14.32 12.46 10.95 0 0
0
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct-Dividend Dividend 14.32 12.46 10.95 0 0
0

The Key Features of HSBC Mutual Funds

The following are the key features of HSBCMF.

1.  Global Yet Local

HSBC has firm global investment potential and they deliver it to their clients locally.

2.  Efficient Management Team

Their management structure ensures that their focus is locked on fulfilling their customers’ expectations and simultaneously, they leverage their global talent.

3.  In-house Trustees and Sponsors

HSBC Mutual Fund has a member of HSBC Group - HSBC Securities and Capital Markets India Pvt. Ltd. as its in-house sponsor.

4.  Well-Engineered Products

Its USP is client expertise for investment issues with their knowledge to offer well-engineered investment products.

5.  Financial Results

Its annual fiscal reports, accounts, audited and unaudited data/results help them to provide better financial results to its clients.

6.  Corporate Governance

Their voting policies, procedures along with investors’ complaints help them to improve their operations.

Different Types of Funds Offered by HSBC Mutual Funds

The following are the various plans offered by HSBCMF:

HSBC Mutual Funds offer funds in two exclusive categories, i.e. Debt funds and Equity funds. Its investment products can be categorized as liquid funds, gilt funds, and income funds.

It offers various investment opportunities from low to high-risk funds that can range from short to long-term investments. These mutual funds suit to a versatile variety of preference of its investors, as they are in coordination with various risk thresholds of the investors.

  1. Equity Funds

These are the investment vehicles that let investors make the investment in the stock market. Their investments are aimed at the investors looking forward to creating a hefty wealth during the long-term. In addition to that, it offers tax-saving benefits under Section 80C of the Income Tax Act. These plans offer various dimensions ranging from 0 entry and exit loads as per various risk levels in order to befit the investors’ risk threshold.

  1. Debt Funds

These are the investment vehicles that let investors make the investment in different securities, including government securities, treasury bills, and money markets instruments. Debt funds offer interest as the return on investment appreciation. The rate of interest depends on appreciation and depreciation in the securities’ values. These funds are ideal for investors seeking an income source from the investments over the mid-term. These funds come with various risk profiles that are suitable for different investors, as it can range from low returns and low risk to medium returns and medium risks to a certain level of high returns high-risk schemes.

Why Select HSBC Mutual Funds?

HSBC Mutual Fund, in a very little time, has become a preferred investment choice. The following are the benefits offered by HSBCMF:

1.  Tax-Saving

It offers tax deductions under Section 80C of the Income Tax Act.

2.  Disciplined Investment Approach

In order to take care of their small investors, HSBCMF offers Systematic Investment Plans, which is known as SIP that is a disciplined and systematic investment approach.

3.  Convenience

HSBCMF offers a convenient experience to its investors by providing investment opportunities online with the help of its exclusive partners.

4.  Credit Rating

Several plans offered by the fund house have AAA (SO) rating from CRISIL. This adds authenticity and credibility exclusively to those plans.