HSBC Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 1,44,067.93 Cr
Funds on Anand Rathi
122
AMC Age
25 Yrs
HSBC Mutual Fund is a trusted asset management company that combines global investment expertise with a strong understanding of the Indian market. With a diverse range of equity, debt, hybrid, and thematic funds, it offers investors solutions tailored to various financial goals, risk profiles, and investment horizons.
List of Top HSBC Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| HSBC Midcap Fund (IDCW) | 20.18% | 22.53% | 18.09% |
| HSBC Midcap Fund (G) | 20.19% | 22.53% | 18.07% |
| HSBC Infrastructure Fund (IDCW) | 10.02% | 13.93% | 17.34% |
| HSBC Infrastructure Fund (G) | 10.01% | 13.93% | 17.28% |
| HSBC Small Cap Fund (IDCW) | 13.32% | 12.98% | 16.91% |
| HSBC Small Cap Fund (G) | 13.32% | 12.98% | 16.90% |
| HSBC Value Fund (IDCW) | 3.57% | 13.96% | 14.99% |
| HSBC Value Fund (G) | 3.57% | 13.97% | 14.97% |
| HSBC Asia Pacific (Ex Japan) DYF (G) | 36.35% | 27.58% | 14.69% |
| HSBC Business Cycles Fund (G) | 3.82% | 14.46% | 14.56% |
| HSBC Business Cycles Fund (IDCW) | 3.82% | 14.47% | 14.56% |
| HSBC Large & Mid Cap Fund (IDCW) | 10.40% | 16.12% | 13.60% |
| HSBC Large & Mid Cap Fund (G) | 10.39% | 16.11% | 13.59% |
| HSBC Asia Pacific (Ex Japan) DYF (IDCW) | 24.96% | 24.01% | 12.75% |
| HSBC Flexi Cap Fund (G) | 6.54% | 14.55% | 12.45% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of HSBC Mutual Fund
Key Information of HSBC Mutual Fund
HSBC Mutual Fund
AMCFunds Managed
45
Assets Managed
₹ 1,44,067.93 Cr
Contact Details
Registered Address
9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Managing Director
N P Gidwani
Chief Executive Officer
Kailash Kulkarni
Compliance Officer
Sumesh Kumar
About HSBC Mutual Fund
HSBC Asset Management (India) Pvt. Ltd. is one of India's established asset management companies, offering a broad range of mutual fund solutions across equity, debt, hybrid, and thematic categories. It combines the global legacy and research strength of HSBC Holdings plc with local market expertise to serve Indian investors.
HSBC Mutual Fund expanded its presence in India significantly after acquiring the mutual fund business of L&T Mutual Fund, which strengthened its product lineup and investor reach. Today, the fund house offers schemes designed for wealth creation, income generation, tax efficiency, and portfolio diversification.
Advantages of Investing in HSBC Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting HSBC Mutual Fund for your investments:
- Global-Local Synergy: HSBC integrates its global investment philosophy and rigorous research standards with deep insights into the Indian market.
- Expanded Product Suite: The acquisition of L&T Mutual Fund added several high-performing schemes to HSBC's portfolio, offering investors more choices across specialized themes and market segments.
- Robust Risk Management: Fund managers take active weights to generate alpha while maintaining strict internal risk controls to mitigate volatility, especially in the mid and small-cap segments.
- Diversification Opportunities: Beyond domestic equity, HSBC offers access to international markets and unique thematic plays, such as the Business Cycles Fund.
- Technological Accessibility: Investors can seamlessly manage their portfolios through modern digital platforms and apps.
How to Invest in HSBC Mutual Fund with Anand Rathi?
Planning to invest in the HSBC Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore HSBC Mutual Fund
: Browse available HSBC Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investment.Monitor & Watch Your Investments Anytime
: Invested in HSBC Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in HSBC Mutual Fund
Investing in the HSBC Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred HSBC Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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