HSBC Mutual Fund

AUM ₹ 117556 Cr

(As on Apr 2024)

No. of schemes 52

Name	HSBC Asset Management(India)Private Ltd
AUM	₹ 117556 Crores
Founded	27 May 2002
Incorporation Date	12 December 2001
Sponsor	HSBC Securities and Capital Markets (India) Private Limited
CIO	Mr. Tushar Pradhan
MD & CEO	Mr. Ravi Menon
Contact Number	022-66145000
Email Id	hsbcmf@camsonline.com
Website	https://www.assetmanagement.hsbc.co.in/en/mutual-funds
Trustee	Board of Trustees, HSBC Mutual Fund
Office Address	16, V N RoadFort, Mumbai- 400001

Part of HSBC Securities and Capital Markets (India) Private Limited, HSBC Mutual Funds is one of the leading AMCs in the investment market of the country. Being a part of the 7th largest bank in the world, it offers international quality investment options and services to prospective investors across the nation.

HSBC Mutual Fund serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 12637.24 Crore as of 2022, and offers more than 103 different types of schemes under three types of options, equity, debt, and product add-on funds.

An abbreviation of the Hong Kong and Shanghai Banking Corporation, the HSBC empire is over 100 years old and was established by Sir Thomas Sutherland in 1886. It is the world’s 7th largest bank in terms of total assets and revenues. Although it is owned by the British, it has an unbeatable track record in wealth and asset management in South Asia too, besides retail and corporate banking.

Given the unpredictable atmosphere in Hong Kong over the ‘One Nation Two System’ norm, HSBC was though to face stiff resistance in entering the Mutual Funds business in India. That, however, did not happen because of their excellent track record in almost every department of banking.

The HSBC empire has more than 100 million active customers all over the world in every continent except the Polar regions. It has a total market capitalisation of more than £102.7 billion as of the end of 2018. It is the second largest company which is listed on London’s Stock Exchange behind only Royal Dutch Shell.

These figures are sufficient to prove the antecedents of their Mutual Funds business. All their businesses in this sector in India are controlled by their wholly-owned subsidiary, the HSBC Asset Management (India) Private Limited.

HSBC’s India business is one of their biggest assets and it has bigger plans for further growth in South East Asia too.

HSBC’s Mutual Fund house was set up in accordance with the Indian Trusts Act of 1882. Its registration number for the Securities and Exchange Board of India (Mutual Funds) under SEBI’s guidelines is MF/046/02/5 (dated May 27, 2002).

Funds	Rating	1 Yr Ret (%)	1 Yr Rank	Riskometer	Category	Expense Ratio (%)	Launch	Net Assets (Cr)
HSBC Aggressive Hybrid Fund - Direct Plan	2	27.82	20/44	Very High	HY-AH	0.83	01/01/2013	5,367
HSBC Arbitrage Fund - Direct Plan	3	8.55	16/25	Low	HY-AR	0.27	30/06/2014	2,111
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Direct Plan	--	13.43	34/58	Very High	EQ-INTL	1.65	24/02/2014	6.00
HSBC Balanced Advantage Fund - Direct Plan	3	19.78	24/32	High	HY-DAA	0.78	01/01/2013	1,422
HSBC Banking and PSU Debt Fund - Direct Plan	2	6.51	18/21	Low to Moderate	DT-BK & PSU	0.23	01/01/2013	4,732
HSBC Brazil Fund - Direct Plan	--	-3.48	56/58	Very High	EQ-INTL	1.85	02/01/2013	37.00
HSBC Business Cycles Fund - Direct Plan	--	43.85	21/49	Very High	EQ-THEMATIC	1.28	20/08/2014	833.00
HSBC Conservative Hybrid Fund - Direct Plan	3	14.64	9/31	Moderately High	HY-CH	1.34	11/01/2013	112.00
HSBC Consumption Fund - Direct Plan	--	--	--	Very High	EQ-Consumption	0.76	31/08/2023	1,244
HSBC Corporate Bond Fund - Direct Plan	1	6.13	21/22	Moderate	DT-CB	0.30	01/01/2013	5,965
HSBC Credit Risk Fund - Direct Plan	3	7.17	12/14	Moderately High	DT-CR	0.86	01/01/2013	576.00
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Direct Plan	--	6.56	65/87	Moderate	DT-TM	0.23	31/03/2022	1,896
HSBC CRISIL IBX Gilt June 2027 Index Fund - Direct Plan	--	6.53	71/87	Low to Moderate	DT-TM	0.17	23/03/2023	228.00
HSBC Dynamic Bond Fund - Direct Plan	2	7.20	14/25	Moderate	DT-DB	0.20	01/01/2013	161.00
HSBC ELSS Tax Saver Fund - Direct Plan	2	37.58	15/37	Very High	EQ-ELSS	1.10	01/01/2013	3,889
HSBC Equity Savings Fund - Direct Plan	4	21.11	1/22	Moderately High	HY-EQ S	0.61	01/01/2013	275.00
HSBC Flexi Cap Fund - Direct Plan	4	41.07	16/75	Very High	EQ-FLX	1.16	01/01/2013	4,399
HSBC Focused Fund - Direct Plan	3	32.06	44/75	Very High	EQ-FLX	0.91	22/07/2020	1,650
HSBC Gilt Fund - Direct Plan	2	7.21	13/23	Moderate	DT-GL	0.48	01/01/2013	199.00
HSBC Global Emerging Markets Fund - Direct Plan	--	10.54	40/58	Very High	EQ-INTL	1.65	02/01/2013	33.00
HSBC Global Equity Climate Change FoF - Direct Plan	--	10.53	41/58	Very High	EQ-INTL	1.45	17/03/2021	127.00
HSBC Infrastructure Fund - Direct Plan	3	59.14	13/19	Very High	EQ-INFRA	1.00	01/01/2013	2,410
HSBC Large and Mid Cap Fund - Direct Plan	3	40.79	14/27	Very High	EQ-L&MC	0.94	28/03/2019	3,010
HSBC Large Cap Fund - Direct Plan	3	28.93	53/93	Very High	EQ-LC	1.18	01/01/2013	1,813
HSBC Liquid Fund - Direct Plan	4	7.36	10/35	Low to Moderate	DT-LIQ	0.12	01/01/2013	20,248
HSBC Low Duration Fund - Direct Plan	4	7.64	3/20	Low to Moderate	DT-LD	0.25	01/01/2013	422.00
HSBC Managed Solutions India - Conservative - Direct Plan	2	8.86	30/31	Moderately High	HY-CH	0.54	30/04/2014	26.00
HSBC Managed Solutions India - Growth - Direct Plan	3	27.53	22/44	Very High	HY-AH	1.00	30/04/2014	42.00
HSBC Managed Solutions India - Moderate - Direct Plan	2	23.35	17/27	High	HY-MAA	0.91	30/04/2014	59.00
HSBC Medium Duration Fund - Direct Plan	4	7.40	3/16	Moderate	DT-MD	0.40	02/02/2015	809.00
HSBC Medium to Long Duration Fund - Direct Plan	2	6.59	8/13	Moderate	DT-M to LD	0.69	07/01/2013	46.00
HSBC Midcap Fund - Direct Plan	3	55.98	8/39	Very High	EQ-MC	0.65	01/01/2013	10,342
HSBC Money Market Fund - Direct Plan	3	7.39	13/22	Low to Moderate	DT-MM	0.25	01/01/2013	1,420
HSBC Multi Asset Allocation Fund - Direct Plan	--	--	--	Very High	HY-MAA	0.57	28/02/2024	1,557
HSBC Multi Cap Fund - Direct Plan	--	52.56	2/19	Very High	EQ-MLC	0.56	30/01/2023	2,976
HSBC Nifty 50 Index Fund - Direct Plan	3	22.88	68/93	Very High	EQ-LC	0.20	16/04/2020	246.00
HSBC Nifty Next 50 Index Fund - Direct Plan	3	57.72	16/93	Very High	EQ-LC	0.35	16/04/2020	110.00
HSBC Overnight Fund - Direct Plan	4	6.82	9/32	Low	DT-OVERNHT	0.06	22/05/2019	2,945
HSBC Short Duration Fund - Direct Plan	2	6.70	20/25	Moderate	DT-SD	0.27	01/01/2013	3,834
HSBC Small Cap Fund- Direct Plan	3	45.49	17/33	Very High	EQ-SC	0.68	12/05/2014	14,619
HSBC Tax Saver Equity Fund - Direct Plan	--	35.79	--	Very High	EQ-ELSS	1.60	01/01/2013	229.00
HSBC Ultra Short Duration Fund - Direct Plan	3	7.40	14/24	Low to Moderate	DT-USD	0.21	29/01/2020	2,688
HSBC Value Fund - Direct Plan	4	53.06	5/24	Very High	EQ-VAL	0.76	01/01/2013	12,067

Generated by wpDataTables

Key Information

Mutual Fund Name	HSBC Mutual Fund
Inception Date	May 27, 2002
Trustee Organisation	Board of Trustees, HSBC Mutual Fund
MD and CEO	Kailash Kulkarni
Investors Relations Officer	Rheitu Bansal
AUM Updated On	Dec 31, 2023

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

PAN Card (Mandatory)
Voter ID Card
Driving License
Passport
Aadhaar Card
Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

Voter ID Card
Driving License
Passport
Ration Card
Aadhaar Card
Bank account statement or bank passbook
Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by HSBC Mutual Fund, please contact at the following address:

Registered Address	9-11th Floor, NESCO – IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai – 400063. Branch Timing (9 am – 6 pm)
Email	N.A.

Top Fund Managers

1. Mr. Neelotpal Sahai

Mr. Neelotpal Sahai is the current Head of Equities at HSBC AM (India). He is an Indian Institute of Technology (Varanasi) graduate, with a Post Graduate Diploma in Management from Indian Institute of Management, Kolkata.

Mr. Sahai started his career as a Senior Management Trainee for Hewlett Packard in 1994. In 1997, he moved to SBC Warburg as a Research Analyst and later joined Infosys Technologies Ltd. as a Senior Project Manager.

Mr. Sahai’s tryst in the financial sector started in 2006 when he joined IDFC Investment Advisors Ltd. as a Senior Research Analyst. He became the Director of Equity Portfolio management for IDFC in 2010 and shifted to HSBC Asset Management as the Head of Equities department in 2013. He currently handles Rs. 744 Crore as HSBC Large Cap Equity Fund along with several other associated investment option’s Equity portions.

2. Ms. Cheenu Gupta
She is a CFA Charter holder (USA), PGDBM (Finance) and has also done B.E.(I.T). Before becoming a part of HSBC Mutual Fund, she was associated with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager. She has also worked as a Senior Research Analyst at ING Investment Management and as a Research Analyst at UTI AMC Ltd.

3. Mr. Gautam Bhupal
He holds a B.Com (Hons), PGDBM and is also a CA, CS. Before getting associated with HSBC Mutual Fund, he was a part of Motilal Oswal Securities Ltd., Vickers Ballas Securities Ltd, SBC Warburg, IDFC Asset Management Company Ltd, UTI Securities Ltd, Infosys Ltd.