HSBC Mutual Fund

Q: Are HSBC Mutual Fund mutual fund's schemes safe to invest in?

Yes, HSBC Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including HSBC Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are HSBC Mutual Fund mutual funds tax-free?

HSBC Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of HSBC Mutual Fund?

Here are some of the best-performing funds from HSBC Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) HSBC Business Cycles Fund 15.22% HSBC Small Cap Fund 18.62% HSBC Gilt Fund 3.97% HSBC Consumption Fund 0% HSBC Nifty 50 Index Fund 10.76%

Q: Are HSBC Mutual Fund a good choice for long-term capital appreciation?

Yes, HSBC Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check HSBC Mutual Fund AMC fund performance.

Q: How can I check my HSBC Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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HSBC Mutual Fund

HSBC Mutual Fund is a global asset manager with a presence in 23 countries and USD 712 Bn AUM.HSBC Mutual Fund India has been managing Indian equity and debt assets for last 20 years.The Sponsor of HSBC Mutual Fund is HSBC Securities and Capital Markets (India) Private Limited (HSCI). HSBC Group is the world’s leading banking and financial services organisation founded in 1865.HSBC Asset Management(India)Private Ltd manages 40 schemes with an Average AUM of Rs. 1,16,015.04 Cr as of June 2024. THe AMC offers mutual fund schemes in various categories such as equity, debt, and hybrid money market funds. In 2022, HSBC Mutual Fund acquired L&T Mutual Fund.

List of All HSBC Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
HSBC Midcap Fund Equity●Mid Cap Fund	23.79%	23.79%	-
HSBC Value Fund Equity●Value Fund	21.39%	21.39%	-
HSBC Multi Cap Fund Equity●Multi Cap Fund	21.16%	21.16%	-
HSBC Infrastructure Fund Equity●Sector Funds	19.87%	19.87%	-
HSBC Nifty Next 50 Index Fund Equity●Index Funds	19.72%	19.72%	-
HSBC Large & Mid Cap Fund Equity●Large & Mid Cap	19.18%	19.18%	-
HSBC ELSS Tax saver Fund Equity●Equity Linked Savings Scheme	18.07%	18.07%	-
HSBC Business Cycles Fund Equity●Thematic Fund	17.42%	17.42%	-
HSBC Flexi Cap Fund Equity●Flexi Cap Fund	17.3%	17.30%	-
HSBC Focused Fund Equity●Focused Fund	15.87%	15.87%	-
HSBC Small Cap Fund Equity●Small cap Fund	15.34%	15.34%	-
HSBC Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	14.15%	14.15%	-
HSBC Large Cap Fund Equity●Large Cap Fund	13.9%	13.90%	-
HSBC Equity Savings Fund Hybrid●Equity Savings	13.07%	13.07%	-
HSBC Nifty 50 Index Fund Equity●Index Funds	11.65%	11.65%	-
HSBC Credit Risk Fund Debt●Credit Risk Fund	10.87%	10.87%	-
HSBC Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	10.19%	10.19%	-
HSBC Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	9.15%	9.15%	-
HSBC Low Duration Fund Debt●Low Duration	7.5%	7.50%	-
HSBC Medium Duration Fund Debt●Medium Duration	7.19%	7.19%	-
HSBC Money Market Fund Debt●Money Market	7.06%	7.06%	-
HSBC Ultra Short Duration Fund Debt●Ultra Short Duration	7.01%	7.01%	-
HSBC Corporate Bond Fund Debt●Corporate Bond	6.98%	6.98%	-
HSBC Liquid Fund Debt●Liquid	6.91%	6.91%	-
HSBC Short Duration Fund Debt●Short Duration	6.83%	6.83%	-
HSBC Arbitrage Fund Hybrid●Arbitrage Fund	6.81%	6.81%	-
HSBC Banking and PSU Debt Fund Debt●Banking and PSU Fund	6.59%	6.59%	-
HSBC Dynamic Bond Fund Debt●Dynamic Bond	6.25%	6.25%	-
HSBC Overnight Fund Debt●Overnight Fund	6.2%	6.20%	-
HSBC Medium to Long Duration Fund Fund Debt●Medium to Long Duration	5.57%	5.57%	-
HSBC Gilt Fund Debt●Gilt	4.6%	4.60%	-
HSBC Dynamic Asset Allocation Fund Hybrid●Dynamic Asset Allocation	-	-	-
HSBC Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	-	-	-
HSBC Monthly Income Plan Hybrid●Conservative Hybrid Fund	-	-	-
HSBC Dividend Yield Equity Fund Equity●Dividend Yield	-	-	-
HSBC India Export Opportunities Fund Equity●Thematic Fund	-	-	-
HSBC Floating Rate Fund - Long Term Debt●Floating Rate	-	-	-
HSBC Consumption Fund Equity●Sector Funds	-	-	-
HSBC Financial Services Fund Equity●Sector Funds	-	-	-
HSBC Gilt Fund Debt●Gilt	-	-	-

Details of HSBC Mutual Fund

Founding Date	December 12, 2001
Address	9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063
Email	investor.line@mutualfunds.hsbc.co.in
Telephone	+91 (22) 66145000

Documents Required to Invest

To invest in HSBC Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in HSBC Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select HSBC Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Q1. Are HSBC Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are HSBC Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of HSBC Mutual Fund?

Fund Name	5-Year Return (%)
HSBC Business Cycles Fund	15.22%
HSBC Small Cap Fund	18.62%
HSBC Gilt Fund	3.97%
HSBC Consumption Fund	0%
HSBC Nifty 50 Index Fund	10.76%

Q4. Are HSBC Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my HSBC Mutual Fund mutual funds status on Rupeezy?

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