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HSBC Mutual Fund
HSBC Mutual Fund, incorporated on May 27, 2002, is a prominent player in the Indian mutual fund industry. It manages assets worth ₹1,27,113.32 crores, representing 1.89% of the industry’s total AUM. The fund house offers 43 schemes, including 19 equity, 15 debt, and 9 hybrid schemes. HSBC Mutual Fund ranks among the top mutual fund houses in India. It leverages its global expertise to provide diverse and sustainable investment solutions. The acquisition of L&T Mutual Fund in November 2022 further strengthened its market position.
HSBC Mutual Fund, incorporated on May 27, 2002, is a prominent player in the Indian mutual fund industry. It manages assets worth ₹1,27,113.32 crores, representing 1.89% of the industry’s total AUM. The fund house offers 43 schemes, including 19 equity, 15 debt, and 9 hybrid schemes. HSBC Mutual Fund ranks among the top mutual fund houses in India. It leverages its global expertise to provide diverse and sustainable investment solutions. The acquisition of L&T Mutual Fund in November 2022 further strengthened its market position.
HSBC Global Emerging Markets Fund - Direct (G)
Equity | FoFs Overseas
1Y returns
38.22%Min. Invest
₹5,000
AUM
₹265.44 Cr
HSBC Brazil Fund - Direct (G)
Equity | FoFs Overseas
1Y returns
37.11%Min. Invest
₹5,000
AUM
₹244.79 Cr
HSBC Asia Pacific (Ex Japan) DYF - Direct (G)
Equity | FoFs Overseas
1Y returns
33.69%Min. Invest
₹5,000
AUM
₹68.67 Cr
HSBC Credit Risk Fund - Direct (G)
Equity | Credit Risk Fund
1Y returns
21.66%Min. Invest
₹5,000
AUM
₹535.11 Cr
HSBC Multi Asset Allocation Fund - Direct (G)
Equity | Multi Asset Allocation
1Y returns
16.14%Min. Invest
₹5,000
AUM
₹2,407.97 Cr
HSBC Multi Asset Active FOF - Dir (G)
Equity | FoFs Domestic
1Y returns
14.37%Min. Invest
₹5,000
AUM
₹68.36 Cr
HSBC Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.62%Min. Invest
₹5,000
AUM
₹364.41 Cr
HSBC Midcap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
11.27%Min. Invest
₹5,000
AUM
₹12,369.79 Cr
HSBC Value Fund - Direct (G)
Equity | Value Fund
1Y returns
10.37%Min. Invest
₹5,000
AUM
₹14,342.41 Cr
HSBC Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
9.89%Min. Invest
₹5,000
AUM
₹5,663.01 Cr
HSBC Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
9.42%Min. Invest
₹5,000
AUM
₹758.94 Cr
HSBC Low Duration Fund - Direct (G)
Equity | Low Duration Fund
1Y returns
9.37%Min. Invest
₹5,000
AUM
₹1,182.48 Cr
HSBC Medium Duration Fund - Direct (G)
Equity | Medium Duration Fund
1Y returns
9.13%Min. Invest
₹5,000
AUM
₹782.04 Cr
HSBC Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
9.09%Min. Invest
₹5,000
AUM
₹5,267.74 Cr
HSBC ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
8.95%Min. Invest
₹500
AUM
₹4,214.73 Cr
HSBC Short Duration Fund - Direct (G)
Equity | Short Duration Fund
1Y returns
8.72%Min. Invest
₹5,000
AUM
₹4,438.41 Cr
HSBC Global Equity Climate Change FoF - Dir (G)
Equity | FoFs Overseas
1Y returns
8.65%Min. Invest
₹5,000
AUM
₹52.55 Cr
HSBC Large & Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
8.54%Min. Invest
₹5,000
AUM
₹4,613.20 Cr
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.49%Min. Invest
₹5,000
AUM
₹1,860.69 Cr
HSBC Banking and PSU Debt Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
8.43%Min. Invest
₹5,000
AUM
₹4,424.78 Cr
About HSBC Mutual Fund
HSBC Mutual Fund began its journey in India in 2002 when HSBC Group acquired Wardley Investment Services. The acquisition marked HSBC's formal entry into India's mutual fund industry, bringing with it the global expertise and reputation of one of the world's largest banking and financial services organizations.
In the early years of operation, HSBC Mutual Fund focused primarily on establishing its presence in major metropolitan cities. They launched their first schemes targeting conservative investors, offering debt and liquid funds that aligned with the traditional investment preferences of Indian investors at that time.
During 2004-2006, the fund house expanded its product portfolio significantly by introducing various equity schemes. This period marked an important phase as HSBC Mutual Fund began to gain recognition among Indian investors for its global investment expertise and professional fund management capabilities.
A significant milestone came in 2009 when HSBC Mutual Fund strengthened its research capabilities by establishing a dedicated investment research team in India. This move helped the fund house develop deeper insights into local markets while maintaining its global perspective on investments.
The period between 2010 and 2015 saw HSBC Mutual Fund focus on technology integration and digital transformation. They introduced online investment platforms and mobile applications to make mutual fund investments more accessible to retail investors. This period also witnessed the launch of several innovative fund schemes, including thematic and sector-specific funds.
After 2020, HSBC Mutual Fund has focused on expanding its distribution network across India. They have established partnerships with various distributors and financial advisors to reach a wider investor base. The fund house has also been actively promoting financial literacy through various investor education initiatives.
HSBC Mutual Fund's journey in India has been characterized by steady growth, maintaining a strong focus on risk management and compliance. Their conservative approach to fund management has helped them navigate various market cycles while protecting investor interests.
How to Invest in HSBC Mutual Fund?
HSBC Mutual Fund offers a range of investment options across sectors and risk profiles. This makes it suitable for a variety of investors. With a global presence and expertise, HSBC brings in-depth market insights and strong risk management practices. Its funds have shown consistent performance over the years, backed by a robust research-driven approach.
The funds are designed to suit different financial goals, from wealth creation to tax saving. They also come with flexible investment options like SIPs. Additionally, HSBC’s reputation for transparency and strong governance makes it a trustworthy choice for long-term investors.
Now, you must note the steps that will begin your investment process for these funds.
Step 1: Login or Register
Create an account or log in to your existing profile to begin the investment process.
Step 2: Validate Identity Proof (Digilocker)
You can verify your identity using Digilocker. This eliminates the need for physical documents and speeds up the process.
Step 3: Level of Risk (Low, Medium, High)
Choose your low, medium, or high risk tolerance based on your investment goals and financial comfort level.
Step 4: Choose a Mutual Fund Scheme
Select a mutual fund scheme that aligns with your investment objectives, risk level, and time horizon.
Step 5: One-Time (Lump Sum) or SIP
Decide whether to invest a lump sum amount or set up a Systematic Investment Plan (SIP) for regular contributions.
Step 6: SIP Placement (Same Day or Chosen Day)
Start your SIP on the same day of setup or schedule it for a future date, offering flexibility in timing.
Your Torus account will reflect the HSBC Mutual Fund in India you have invested in within 3 to 4 working days.
Top 10 HSBC Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
HSBC Global Emerging Markets Fund - Direct (G) FoFs Overseas | Other | 38.22% | ₹5,000 | ₹265.44 | |
HSBC Brazil Fund - Direct (G) FoFs Overseas | Other | 37.11% | ₹5,000 | ₹244.79 | |
HSBC Asia Pacific (Ex Japan) DYF - Direct (G) FoFs Overseas | Other | 33.69% | ₹5,000 | ₹68.67 | |
HSBC Credit Risk Fund - Direct (G) Credit Risk Fund | Debt | 21.66% | ₹5,000 | ₹535.11 | |
HSBC Multi Asset Allocation Fund - Direct (G) Multi Asset Allocation | Hybrid | 16.14% | ₹5,000 | ₹2,407.97 | |
HSBC Multi Asset Active FOF - Dir (G) FoFs Domestic | Other | 14.37% | ₹5,000 | ₹68.36 | |
HSBC Nifty 50 Index Fund - Direct (G) Index Fund | Other | 11.62% | ₹5,000 | ₹364.41 | |
HSBC Midcap Fund - Direct (G) Mid Cap Fund | Equity | 11.27% | ₹5,000 | ₹12,369.79 | |
HSBC Value Fund - Direct (G) Value Fund | Equity | 10.37% | ₹5,000 | ₹14,342.41 | |
HSBC Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund | Hybrid | 9.89% | ₹5,000 | ₹5,663.01 | |
Top 10 HSBC Mutual Fund
HSBC Global Emerging Markets Fund - Direct (G)
Equity | FoFs Overseas
1Y returns
38.22%Min. Invest
₹5,000
AUM
₹265.44 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 38.22%, 18.53%, and 7.89%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Brazil Fund - Direct (G)
Equity | FoFs Overseas
1Y returns
37.11%Min. Invest
₹5,000
AUM
₹244.79 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 37.11%, 11.06%, and 7.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Asia Pacific (Ex Japan) DYF - Direct (G)
Equity | FoFs Overseas
1Y returns
33.69%Min. Invest
₹5,000
AUM
₹68.67 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 33.69%, 20.71%, and 11.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Credit Risk Fund - Direct (G)
Equity | Credit Risk Fund
1Y returns
21.66%Min. Invest
₹5,000
AUM
₹535.11 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 21.66%, 12.04%, and 9.26%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Multi Asset Allocation Fund - Direct (G)
Equity | Multi Asset Allocation
1Y returns
16.14%Min. Invest
₹5,000
AUM
₹2,407.97 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.14%, 17.84%, and 17.84%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Multi Asset Active FOF - Dir (G)
Equity | FoFs Domestic
1Y returns
14.37%Min. Invest
₹5,000
AUM
₹68.36 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.37%, 16.58%, and 15.92%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.62%Min. Invest
₹5,000
AUM
₹364.41 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.62%, 13.33%, and 16.16%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Midcap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
11.27%Min. Invest
₹5,000
AUM
₹12,369.79 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.27%, 27.02%, and 24.69%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Value Fund - Direct (G)
Equity | Value Fund
1Y returns
10.37%Min. Invest
₹5,000
AUM
₹14,342.41 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.37%, 24.87%, and 25.55%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
9.89%Min. Invest
₹5,000
AUM
₹5,663.01 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.89%, 17.21%, and 15.83%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
9.42%Min. Invest
₹5,000
AUM
₹758.94 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.42%, 15.12%, and 13.89%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Low Duration Fund - Direct (G)
Equity | Low Duration Fund
1Y returns
9.37%Min. Invest
₹5,000
AUM
₹1,182.48 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.37%, 8.24%, and 6.61%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Medium Duration Fund - Direct (G)
Equity | Medium Duration Fund
1Y returns
9.13%Min. Invest
₹5,000
AUM
₹782.04 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.13%, 8.48%, and 7.05%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
9.09%Min. Invest
₹5,000
AUM
₹5,267.74 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.09%, 28.03%, and 28.03%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
8.95%Min. Invest
₹500
AUM
₹4,214.73 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.95%, 20.91%, and 19.96%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
HSBC Short Duration Fund - Direct (G)
Equity | Short Duration Fund
1Y returns
8.72%Min. Invest
₹5,000
AUM
₹4,438.41 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.72%, 7.88%, and 6.03%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Global Equity Climate Change FoF - Dir (G)
Equity | FoFs Overseas
1Y returns
8.65%Min. Invest
₹5,000
AUM
₹52.55 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.65%, 8.73%, and 2.89%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Large & Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
8.54%Min. Invest
₹5,000
AUM
₹4,613.20 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.54%, 22.19%, and 21.95%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.49%Min. Invest
₹5,000
AUM
₹1,860.69 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.49%, 8.03%, and 7.09%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
HSBC Banking and PSU Debt Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
8.43%Min. Invest
₹5,000
AUM
₹4,424.78 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.43%, 7.59%, and 5.63%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
FAQ’s
How to Start HSBC Mutual Fund SIP Online?
Log in or register on Torus Digital or the HSBC Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate HSBC Mutual Fund SIP?
Use our HSBC SIP Calculator and HSBC Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.
How to Redeem HSBC Mutual Fund?
Log in to your account on Torus Digital or the HSBC Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem HSBC Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in HSBC Mutual Fund?
HSBC Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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