Key information

Funds Offered

54
AUM

₹1,15,719 Cr
Highest Return

23.68%

HSBC Mutual Fund

HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

Key information

Funds Offered

54
AUM

₹1,15,719 Cr
Highest Return

23.68%

HSBC Mutual Fund Managers

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Gautam Bhupal

No. of funds

Total Fund Size

₹34,568 Cr

Highest Returns

23.68%

Siddharth Vora

No. of funds

Total Fund Size

₹1,634 Cr

Highest Returns

Kapil Punjabi

No. of funds

Total Fund Size

₹40,917 Cr

Highest Returns

11.16%

Dipan S. Parikh

No. of funds

Total Fund Size

₹1,999 Cr

Highest Returns

Rajeesh Nair

No. of funds

Total Fund Size

₹440 Cr

Highest Returns

14.64%

Abhishek Iyer

No. of funds

Total Fund Size

₹21,093 Cr

Highest Returns

6.81%

Shriram Ramanathan

No. of funds

Total Fund Size

₹33,505 Cr

Highest Returns

12.27%

Anish Goenka

No. of funds

Total Fund Size

₹1,438 Cr

Highest Returns

Ritesh Jain

No. of funds

Total Fund Size

₹6,380 Cr

Highest Returns

11.16%

Neelotpal Sahai

No. of funds

Total Fund Size

₹18,170 Cr

Highest Returns

18.21%

Key information about HSBC Mutual Fund

Mutual fund name	HSBC Mutual Fund
AMC incorporation date	12th December, 2001
AMC setup date	27th May, 2002
Sponsor name	HSBC Securities and Capital Markets (India) Pvt. Ltd.
Trustee organisation	Board of Trustees, HSBC Mutual Funds
MD and CEO	Mr. Kailash Kulkarni
CIO	Mr. Venugopal Manghat (E) and Mr. Shriram Ramanathan (FI)
Compliance Officer	Mr. Sumesh Kumar

How to Invest in HSBC Mutual Funds?

You can easily invest in HSBC mutual funds online through Tata Capital Moneyfy. All you need to do is follow these steps:

Step 1: Visit Tata Capital Moneyfy's official website and register your account. If you are a registered user, log in using your credentials.
Step 2: Submit soft copies of Government-issued KYC documents, such as Aadhar card, passport, or driving license, for identity proof.
Step 3: Upload soft copies of supporting documents, such as a rent agreement or ration card for address proof.
Step 4: Select your preferred investment horizon.
Step 5: Select your preferred risk level - low, medium, or high.
Step 6: Select your preferred HSBC mutual fund.
Step 7: Click on ‘Start SIP’ or ‘Invest One Time’ based on your preference.

Steps to invest in HSBC MF via Tata Moneyfy

Create Account

Create an account with Tata Moneyfy completely online

Complete Your KYC

Upload your documents required for KYC

Choose Mutual Fund

Find the most suitable mutual fund for you

Start Investing

Invest one time or start SIP

Track your investment

Easily track and manage your mutual fund

Invest Now

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AUM

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AUM

₹5,64,770 Cr

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₹4,78,457 Cr

Highest Returns

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No. of funds

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AUM

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Highest Returns

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Details about HSBC Mutual Fund

HSBC Mutual fund, a 21-year-old player in the Indian financial market, is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities.

HSBC, an acronym for the Hong Kong and Shanghai Banking Corporation, boasts a rich history dating back to 1886. It is a globally recognised financial powerhouse with over a century of experience and stands as the 7th largest bank worldwide in terms of total assets and revenues.

While HSBC is a British-owned entity, its influence extends far beyond British borders. It has established an exceptional track record in wealth and asset management in the UK and South Asia, alongside its retail and corporate banking services.

As of April 2023, HSBC Mutual Fund offered a diverse portfolio of 41 schemes. These schemes encompass 14 equity schemes, 15 debt schemes, 5 hybrid schemes, and 7 others.

Globally, HSBC serves more than 100 million active customers on nearly every continent, except for the Polar regions. It ranks as the second-largest company listed on the London Stock Exchange, trailing only Royal Dutch Shell. In India, HSBC Mutual Fund extends its services to over 1 million customers through a network of 1000-plus offices.

HSBC AMC’s unique strength lies in its ability to connect the developed and developing world, which allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

HSBC Mutual Funds Returns Calculator

The Tata Capital Moneyfy HSBC Mutual Fund return calculator is a user-friendly online tool that helps estimate potential capital gains from your HSBC mutual fund investments. Simply input your investment amount, time period, and expected return rate to get an idea of your potential earnings. HSBC SIP calculator is invaluable for investment planning, providing insight into the returns you can anticipate from your investment.

Documents required to invest in HSBC Mutual Fund

To invest in HSBC Mutual Fund, it is essential to comply with SEBI norms, which mandate KYC compliance.

Tata Capital Moneyfy offers a simple and convenient digital KYC solution to complete the process fully online from home.

Simply create an account on the Tata Capital Moneyfy app or website and upload clear images of your essential ID documents - PAN card, address proof, selfie and signature. Then, verify your identity and secure your account through e-sign using your AADHAAR OTP.

This paperless process enables finishing KYC on your phone in just minutes without paperwork hassles. Within 3-5 days of completing your online KYC, you'll be ready to start investing in HSBC Mutual Funds anytime, from anywhere.

With Tata Capital Moneyfy's seamless digital KYC experience, you can become investment-ready quickly and conveniently. Begin your mutual fund investment journey today by leveraging our simple, fast and secure KYC process!

Here is the list of documents needed for the investment process:

Identity proof

PAN Card (Mandatory)
Voter ID Card
Driving License
Passport
Aadhar Card
Any other document notified by the central government

Address proof

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

How to View HSBC Mutual Fund Portfolio via Tata Moneyfy

Monitoring your HSBC Mutual Fund investments is easier than ever with Tata Capital Moneyfy's convenient digital access options. Whether you want an HSBC mutual fund portfolio or up-to-the-minute progress tracking, you can access it with just a few taps on your phone.

1. Download the Tata Capital Moneyfy App to access your Mutual Fund Portfolio.

2. Additionally, you can track your consolidated one-view of the mutual fund portfolio for free via simple 1-step OTP verification on the App.

With these simple steps, you can monitor your portfolio anytime, anywhere. The Tata Capital Moneyfy app makes staying up-to-date on your investment progress and details effortless. Regularly reviewing your portfolio enables more informed investment decisions and better overall funds management.

FAQs on HSBC Mutual Fund

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How many schemes are there in HSBC MF?

HSBC Mutual Fund provides 35 schemes spanning various investment categories.

What are the top 5 HSBC Mutual Funds to Invest in?

HSBC Mutual Fund provides a comprehensive range of investment options meticulously crafted to suit your financialobjectives. This encompasses a diverse portfolio of equity, debt, hybrid schemes, and more. Within this array, you will encounter a selection of top-performing schemes,each offering a distinct investment approach.
These are:
1. HSBC Small Cap Fund
2. HSBC Value Fund
3. HSBC Large Cap Fund
4. HSBC Flexi Cap Fund
5. HSBC Infrastructure Fund

These schemes reflect HSBC Mutual Fund's commitment to delivering excellence in the realm of investments. Bychoosing among these top-performing schemes, investors can gain access to HSBC MF’s extensive expertise and widespectrum of investment opportunities.However, remember that investments are not one size fits all. Prior to investing in any fund, evaluate yourrequirements and financial goals to select the scheme that aligns most effectively with your specific circumstances.

Can I make an online SIP investment in an HSBC Mutual Fund?

To begin an HSBC Mutual Fund SIP online:
1. Log on to the Tata Capital Moneyfy using MPIN
2. Complete your KYC
3. Select the desired HSBC MF scheme
4. Click on the chosen fund, and specify the SIP amount and start date.

Can I increase the SIP amount in the HSBC Mutual Fund?

Yes, you can increase the HSBC Mutual Fund SIP amount. To do this, you can start a new SIP within the same fund. This allows for increased investment contributions.

What is the time taken to redeem the HSBC Mutual Fund?

The time taken to redeem the HSBC mutual fund depends on its type. For instance, equity and hybrid funds take 3-4 working days, whereas debt Funds take 1-4 working days.If you encounter any KYC-related issues with your folio, kindly contact us or the AMC for prompt resolution.

How to start HSBC Mutual Fund SIP online?

You can invest in HSBC mutual funds online with Tata Capital Moneyfy. Compare and select your preferred mutual fund and start a SIP from the comfort of your home.

How to calculate HSBC Mutual Fund SIP?

You can calculate the HSBC mutual fund SIP amount by considering factors like your preferred investment amount, SIP tenure, and expected interest rates.

How to stop a SIP in an HSBC Mutual Fund online?

You can stop your HSBC Fund SIP by placing a Cancel SIP request online.

Which are the top-performing funds of HSBC Mutual Fund?

Some top-performing funds of HSBC Mutual Fund include HSBC Nifty Next 50 Index Fund, HSBC Midcap Fund, and HSBC Large and Mid Cap Fund.

How to modify ongoing SIP in HSBC Mutual Fund?

You can easily modify your HSBC mutual fund SIP amount through Tata Capital Moneyfy's official website.

Are investments in HSBC Mutual Fund safe?

Like every market-linked investment, schemes offered by HSBC Mutual Fund are also subject to market risk. Therefore, it's important to research thoroughly and invest in a scheme that aligns with your risk tolerance and goals.