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HSBC Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
25.51%
Expense ratio
0.65%
Returns vs category
Above Average
Risk vs category
Average

HSBC Value Fund

Equity • Value • Direct Growth
3Y CAGR
25.22%
Expense ratio
0.76%
Returns vs category
High
Risk vs category
Above Average

HSBC Infrastructure Fund

Equity • Infrastructure • Direct Growth
3Y CAGR
24.51%
Expense ratio
1.06%
Returns vs category
Above Average
Risk vs category
Average

HSBC Business Cycles Fund

Equity • Other • Direct Growth
3Y CAGR
22.43%
Expense ratio
1.07%
Returns vs category
N/A
Risk vs category
N/A

HSBC Large & Mid Cap Fund

Equity • Large and Mid Cap • Direct Growth
3Y CAGR
22.21%
Expense ratio
0.82%
Returns vs category
Above Average
Risk vs category
High

HSBC Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
21.22%
Expense ratio
1.18%
Returns vs category
Above Average
Risk vs category
High

HSBC Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.11%
Expense ratio
0.65%
Returns vs category
Above Average
Risk vs category
Above Average

HSBC ELSS Tax saver Fund

Equity • ELSS (Tax Savings) • Direct Growth
3Y CAGR
20.84%
Expense ratio
1.16%
Returns vs category
Average
Risk vs category
Above Average

HSBC Asia Pacific (Ex Japan) Dividend Yield F...

Equity • Global • Direct Growth
3Y CAGR
20.63%
Expense ratio
1.01%
Returns vs category
Average
Risk vs category
Below Average

HSBC Focused Fund

Equity • Focussed • Direct Growth
3Y CAGR
18.47%
Expense ratio
0.99%
Returns vs category
Above Average
Risk vs category
Above Average

About

AMC Summary

HSBC Mutual Fund is one of the top asset management firms in India. It had more than ₹2.8 lakh crore in assets under management (AUM) as of March 2025. The AMC offers more than 75 schemes in a number of categories through a digital platform and extensive distribution network.

About HSBC AMC

HSBC Asset Management (India) Private Limited is in charge of managing HSBC Mutual Funds. The AMC was established in 2002. It offers direct plans with no commission enabling investors to maximize their profits.

HSBC Mutual Fund: Key Information

Here are some important details about HSBC AMC:

  • Date of Incorporation: December 12, 2002
  • Mutual Fund Launch: 2002
  • Headquarters: Mumbai
  • Trustee Organisation: HSBC Trustee Company (India) Private Limited
  • CEO: Puneet Chaddha
  • Name of AMC: HSBC Asset Management (India) Private Limited
  • Investor Relations Officer: Ajit Menon

How to Invest in HSBC Mutual Funds?

Follow these steps to invest in HSBC mutual funds:

  • Visit a platform such as Upstox or the HSBC Mutual Fund website to register and provide your details.
  • To complete the KYC, present proof of address and ID such as your PAN, Aadhaar card, passport or voter ID.
  • Choose investment tenure. You can make short-term or long-term investments depending on your financial goals.
  • Choose a fund by browsing the different HSBC mutual fund schemes and selecting one that matches your risk tolerance and goals.
  • Select an investment mode for recurring investments. Consider a Systematic Investment Plan (SIP) for a single investment or a lump sum payout.
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Frequently Asked Questions
How can I get my HSBC Mutual Fund statement?
You can obtain your HSBC Mutual Fund statement through the website or mobile app. Log in first, go to the transaction area and pick the relevant time period. Alternatively you can contact HSBC customer service to obtain your statement.
How long does it take to redeem HSBC Mutual Funds?
Redemption times vary according to the type of mutual fund. Equity funds typically credit their proceeds within three working days. Debt funds are processed much faster typically within one to two business days. Liquid funds have the quickest turnaround time, with rewards often appearing in the investors account within 24 hours. However there may be delays due to public holidays or bank processing timeframes.
How can I increase my SIP amount in HSBC Mutual Funds?
To raise your SIP amount open a new SIP with the additional amount. Visit the HSBC website or app, log in and choose the mutual fund. Enter the new SIP amount and send the start new SIP request. You can also use the Top-up SIP option which will boost your SIP amount at regular intervals.
How to redeem HSBC Mutual Funds online?
To redeem HSBC Mutual Funds online, visit the HSBC Mutual Fund website or app. Go to the redeem section, choose the fund and enter the units or amount to withdraw. Confirm the redemption request. Depending on the fund type, the proceeds will be credited to your registered bank account within the stipulated time frame.
How to start a SIP with HSBC Mutual Funds online?
To start a SIP online go to the HSBC Mutual Fund website or app. After logging in choose Start SIP. Enter the SIP amount, frequency and duration. Provide your bank account information for auto debit, validate it and submit the request. You will receive a confirmation message after the SIP has been successfully registered.
Are there any redemption charges for HSBC Mutual Funds?
Depending on the plan and holding duration HSBC Mutual Funds may incur exit load costs. Equity funds normally charge a 1% exit fee if they are redeemed within a year. Debt funds may have low or no exit loads depending on the scheme. Liquid funds typically do not have an exit load. It is recommended that you carefully understand the scheme's exit load structure before making any investment or redemption choices.
Should I invest in HSBC Mutual Funds?
Depending on your investment horizon, risk tolerance and financial objectives, purchasing HSBC mutual funds might be a smart move. Consider the fund’s expense ratio, exit load and historical performance before making an investment. It is advised that you examine the plan documents or consult a financial advisor.
What are the tax implications on HSBC Mutual Fund returns?
Depending on the fund type and holding duration HSBC Mutual Fund returns have different tax treatment. Short term capital gains from equity funds (less than a year) are subject to 20%. Long-term gains (more than a year) are subject to 12.5% tax on profits exceeding Rs 1.25 lakh. Profits on debt funds are taxed at the applicable tax slab of the investor.