Top HSBC Mutual Funds - SIP Schemes, Performance, Returns 2025
HSBC Mutual Fund, managed by HSBC Asset Management (India), oversees ₹1.32 lakh cr in assets, offering 100+ schemes across equity, debt, and hybrid categories. Known for its long-term growth focus, it continues to expand, including the acquisition of L&T Mutual Fund in 2022.
Best HSBC Mutual Funds (2025)
Top HSBC Mutual Funds in India (2025)
Here's the list of top HSBC mutual funds across equity, debt, hybrid funds offered by HSBC Global Asset Management (India) Private Ltd.
Showing 1 - 20 of 45 results
last updated at 8:00 AM IST
| NameMFs (45)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ↓Sharpe RatioSharpe Ratio↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | HSBC Liquid Fund HSBC Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 17,011.44 17,011.44 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 2,694.14 2,694.14 | 1.46 1.46 | 6.69 6.69 | 7.08 7.08 | 0.12 0.12 | 0.01 0.01 | 0.12 0.12 | 2.73 2.73 | |
| 2. | HSBC Small Cap Fund HSBC Small Cap Fund | Small Cap Fund Small Cap Fund | Growth Growth | 16,547.87 16,547.87 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 87.00 87.00 | -2.33 -2.33 | -13.37 -13.37 | 18.00 18.00 | 0.64 0.64 | 1.00 1.00 | 19.26 19.26 | -0.85 -0.85 | |
| 3. | HSBC Value Fund HSBC Value Fund | Value Fund Value Fund | Growth Growth | 14,342.41 14,342.41 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 126.41 126.41 | 4.11 4.11 | 1.85 1.85 | 23.01 23.01 | 0.76 0.76 | 1.00 1.00 | 15.06 15.06 | -0.10 -0.10 | |
| 4. | HSBC Midcap Fund HSBC Midcap Fund | Mid Cap Fund Mid Cap Fund | Growth Growth | 12,369.79 12,369.79 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 451.67 451.67 | 2.02 2.02 | -1.40 -1.40 | 24.28 24.28 | 0.64 0.64 | 1.00 1.00 | 19.90 19.90 | -0.18 -0.18 | |
| 5. | HSBC Corporate Bond Fund HSBC Corporate Bond Fund | Corporate Bond Fund Corporate Bond Fund | Growth Growth | 6,261.72 6,261.72 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 80.37 80.37 | 1.99 1.99 | 8.41 8.41 | 7.93 7.93 | 0.30 0.30 | - - | 1.12 1.12 | 3.68 3.68 | |
| 6. | HSBC Money Market Fund HSBC Money Market Fund | Money Market Fund Money Market Fund | Growth Growth | 6,012.07 6,012.07 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 28.49 28.49 | 1.55 1.55 | 7.58 7.58 | 7.54 7.54 | 0.15 0.15 | - - | 0.40 0.40 | 8.43 8.43 | |
| 7. | HSBC Aggressive Hybrid Fund HSBC Aggressive Hybrid Fund | Aggressive Hybrid Fund Aggressive Hybrid Fund | Growth Growth | 5,663.01 5,663.01 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 64.69 64.69 | 1.47 1.47 | 0.96 0.96 | 16.05 16.05 | 0.83 0.83 | 1.00 1.00 | 13.66 13.66 | -0.17 -0.17 | |
| 8. | HSBC Multi Cap Fund HSBC Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 5,267.74 5,267.74 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 19.70 19.70 | 2.38 2.38 | -0.27 -0.27 | - - | 0.57 0.57 | 1.00 1.00 | 15.94 15.94 | -0.20 -0.20 | |
| 9. | HSBC Flexi Cap Fund HSBC Flexi Cap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 5,267.09 5,267.09 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 247.02 247.02 | 1.99 1.99 | -1.52 -1.52 | 19.14 19.14 | 1.17 1.17 | 1.00 1.00 | 15.75 15.75 | -0.28 -0.28 | |
| 10. | HSBC Large & Mid Cap Fund HSBC Large & Mid Cap Fund | Large & Mid Cap Fund Large & Mid Cap Fund | Growth Growth | 4,613.20 4,613.20 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 29.84 29.84 | 1.33 1.33 | -3.93 -3.93 | 20.17 20.17 | 0.81 0.81 | 1.00 1.00 | 17.71 17.71 | -0.39 -0.39 | |
| 11. | HSBC Short Duration Fund HSBC Short Duration Fund | Short Duration Fund Short Duration Fund | Growth Growth | 4,538.79 4,538.79 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 28.92 28.92 | 1.86 1.86 | 8.36 8.36 | 7.87 7.87 | 0.27 0.27 | - - | 0.99 0.99 | 4.13 4.13 | |
| 12. | HSBC Banking and PSU Debt Fund HSBC Banking and PSU Debt Fund | Banking & PSU Fund Banking & PSU Fund | Growth Growth | 4,413.44 4,413.44 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 26.32 26.32 | 1.93 1.93 | 8.35 8.35 | 7.57 7.57 | 0.23 0.23 | - - | 1.02 1.02 | 4.00 4.00 | |
| 13. | HSBC ELSS Tax saver Fund HSBC ELSS Tax saver Fund | Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS) | Growth Growth | 4,214.73 4,214.73 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 148.77 148.77 | 2.24 2.24 | -0.99 -0.99 | 19.38 19.38 | 1.15 1.15 | - - | 16.41 16.41 | -0.23 -0.23 | |
| 14. | HSBC Ultra Short Duration Fund HSBC Ultra Short Duration Fund | Ultra Short Duration Fund Ultra Short Duration Fund | Growth Growth | 4,058.99 4,058.99 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 1,410.82 1,410.82 | 1.56 1.56 | 7.31 7.31 | 7.42 7.42 | 0.16 0.16 | - - | 0.36 0.36 | 8.73 8.73 | |
| 15. | HSBC Overnight Fund HSBC Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 3,458.25 3,458.25 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 1,386.76 1,386.76 | 1.34 1.34 | 5.93 5.93 | 6.44 6.44 | 0.06 0.06 | - - | 0.02 0.02 | -7.25 -7.25 | |
| 16. | HSBC Multi Asset Allocation Fund HSBC Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 2,407.97 2,407.97 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 13.23 13.23 | 5.39 5.39 | 6.86 6.86 | - - | 0.47 0.47 | 1.00 1.00 | 13.54 13.54 | 0.23 0.23 | |
| 17. | HSBC Arbitrage Fund HSBC Arbitrage Fund | Arbitrage Fund Arbitrage Fund | Growth Growth | 2,402.56 2,402.56 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 20.86 20.86 | 1.56 1.56 | 6.88 6.88 | 7.67 7.67 | 0.28 0.28 | 0.25 0.25 | 0.85 0.85 | 3.05 3.05 | |
| 18. | HSBC Infrastructure Fund HSBC Infrastructure Fund | Sectoral Fund - Infrastructure Sectoral Fund - Infrastructure | Growth Growth | 2,371.77 2,371.77 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 51.58 51.58 | 0.34 0.34 | -9.25 -9.25 | 22.34 22.34 | 1.05 1.05 | 1.00 1.00 | 17.88 17.88 | -0.68 -0.68 | |
| 19. | HSBC Large Cap Fund HSBC Large Cap Fund | Large Cap Fund Large Cap Fund | Growth Growth | 1,893.21 1,893.21 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 547.56 547.56 | 4.84 4.84 | 1.21 1.21 | 14.90 14.90 | 1.25 1.25 | 1.00 1.00 | 12.53 12.53 | -0.21 -0.21 | |
| 20. | HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund | Index Funds - Debt Oriented Index Funds - Debt Oriented | Growth Growth | 1,859.72 1,859.72 | HSBC Global Asset Management (India) Private Limited HSBC Global Asset Management (India) Private Limited | 12.87 12.87 | 1.91 1.91 | 8.15 8.15 | 7.93 7.93 | 0.22 0.22 | - - | 0.96 0.96 | 3.99 3.99 |
Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.
Selection criteria: AMC: HSBC Global Asset Management (India) Pvt. Ltd. | AUM: Sorted from Highest to Lowest
Selection criteria: AMC: HSBC Global Asset Management (India) Pvt. Ltd. | AUM: Sorted from Highest to Lowest
What are HSBC Mutual Funds?
HSBC Asset Management (India) manages HSBC Mutual Fund and offers more than 45 schemes across equity, debt, hybrid, and fund of funds categories. The fund house has an AUM of ₹1.32 lakh cr. It follows a disciplined investment approach and focuses on long-term growth. The investment team uses top-down analysis and bottom-up research to deliver consistent returns for investors.
Key Information About HSBC Funds Management Ltd
Key Information About HSBC Funds Management Ltd
| Category | Details |
|---|---|
| Assets Under Management | ₹1,157,194 mn (₹1.16 lakh cr) as of 31st March, 2025 |
| Number of Schemes | 45 schemes across equity, debt, hybrid, index, and fund of funds categories |
| Distributor Network | 59,568 empanelled distributors as of 31st March, 2025 |
| Investor Base | Over 2.3 mn customers across India |
| New Scheme 1 | HSBC India Export Opportunities Fund (Sep 2024) |
| New Scheme 2 | HSBC Financial Services Fund (Feb 2025) |
| Acquisition | Acquired L&T Mutual Fund in Nov 2022, consolidating 15 schemes |
Types of funds offered by HSBC Mutual Fund
HSBC Liquid Fund
HSBC Liquid Fund invests in short-term money market instruments like Treasury Bills and commercial papers. It provides stable returns, high liquidity, and low risk. This fund suits short-term investors who want safety and easy access to their money.
HSBC Small Cap Fund
HSBC Small Cap Fund invests in small-cap stocks with strong growth potential. It aims for long-term capital growth by targeting emerging businesses in their early stages. The fund takes higher risk to offer the chance for significant returns over time.
HSBC Value Fund
HSBC Value Fund invests in undervalued stocks of companies with strong fundamentals and growth potential. It identifies firms trading below their real value and strives to deliver long-term capital appreciation through market opportunities.
HSBC Midcap Fund
HSBC Midcap Fund invests in mid-sized companies with strong growth prospects. It follows a balanced strategy that focuses on emerging businesses capable of high returns while maintaining some stability. The fund aims for long-term capital growth.
HSBC Corporate Bond Fund
HSBC Corporate Bond Fund invests in high-quality corporate bonds to provide regular income and stable returns. It focuses on bonds issued by companies with strong credit ratings, offering a low-risk option for investors who prefer predictable income.
About Top HSBC Mutual Funds in 2025
HSBC Liquid Fund
HSBC Liquid Fund invests in short-term money market instruments like Treasury Bills and commercial papers. It provides stable returns, high liquidity, and low risk. This fund suits short-term investors who want safety and easy access to their money.HSBC Small Cap Fund
HSBC Small Cap Fund invests in small-cap stocks with strong growth potential. It aims for long-term capital growth by targeting emerging businesses in their early stages. The fund takes higher risk to offer the chance for significant returns over time.HSBC Value Fund
HSBC Value Fund invests in undervalued stocks of companies with strong fundamentals and growth potential. It identifies firms trading below their real value and strives to deliver long-term capital appreciation through market opportunities.HSBC Midcap Fund
HSBC Midcap Fund invests in mid-sized companies with strong growth prospects. It follows a balanced strategy that focuses on emerging businesses capable of high returns while maintaining some stability. The fund aims for long-term capital growth.HSBC Corporate Bond Fund
HSBC Corporate Bond Fund invests in high-quality corporate bonds to provide regular income and stable returns. It focuses on bonds issued by companies with strong credit ratings, offering a low-risk option for investors who prefer predictable income.How to Invest in HSBC Mutual Funds?
Here’s how you can identify and invest in top HSBC Mutual Funds with Tickertape Mutual Fund Screener -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “HSBC Global Asset Management (India) Private Ltd”.
- Sort out the top HSBC mutual funds based on over 50 fundamental and technical filters.
- After identifying the HSBC mutual funds, that align with your investment thesis, click on “Place Order” to invest the HSBC mutual funds.
With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in HSBC mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.
Top HSBC Mutual Fund Managers
Cheenu Gupta
Cheenu Gupta manages equity portfolios at HSBC Mutual Fund. He looks for high-growth opportunities and builds diversified portfolios that help investors reach their long-term financial goals.
Gautam Bhupal
Gautam Bhupal manages equity funds at HSBC Mutual Fund. He picks stocks carefully to find companies that can grow strongly. His strategies help investors earn good returns while keeping risks under control.
Abhishek Gupta
Abhishek Gupta manages equity funds and brings years of experience to his work. He targets high-growth sectors and finds investment opportunities that match current market trends and what investors need.
Risks Associated with HSBC Mutual Funds
Market Risk
Market risk happens when stock or bond markets fall and reduce the value of your investments. Equity funds react to market ups and downs, economic slowdowns, and global events. These reactions can lead to short-term losses.
Credit Risk
Funds that invest in debt securities face credit risk if the companies or entities that issued those securities fail to pay interest or return the principal amount. When this happens, bond investors earn lower returns. You can manage this risk by checking the credit quality of these securities.
Interest Rate Risk
Changes in interest rates affect how much debt instruments are worth. When rates go up, the value of existing bonds goes down. This drop can hurt how debt funds perform. Funds that hold long-term bonds face more of this risk.
Liquidity Risk
Liquidity risk occurs when a fund finds it hard to sell securities without affecting their prices. This risk shows up more often in small-cap stocks or bonds that don't trade much. It can delay when you get your money back or reduce your returns.
Derivatives Risk
Funds use derivatives to protect against losses or to increase gains. However, derivatives can increase both profits and losses. You should understand how a fund uses derivatives before you invest, especially when markets move up and down quickly.
Factors to Consider Before Investing in HSBC Mutual Funds
Investment Objectives
Investors set goals like planning for retirement, saving to buy a home, or building wealth. These goals help you decide whether you should choose equity funds, debt funds, or hybrid funds.
Risk Tolerance
Your risk tolerance can help you pick the right fund. If you prefer safety, you usually choose debt or hybrid funds. If you want higher returns and can handle more risk, you prefer equity funds.
Investment Horizon
The length of time you plan to invest influences which fund suits you. If you invest for the long term, equity funds usually work better. If you need your money soon, safer options like debt or liquid funds make more sense.
Fund Performance
Fund performance shows you how a fund did during different market conditions in the past. But remember that past results don't guarantee that the fund will perform the same way in the future.
Expense Ratio
The expense ratio tells you how much it costs to manage the fund each year. You should compare this ratio across similar funds to understand the costs. Higher fees can eat into your total returns over time.
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated
Documents required to invest in HSBC Mutual Funds
Here are a few documents you may require to invest in HSBC Mutual Funds:
- Know Your Customer (KYC) Compliance
- Common Application Form
- Proof of Identity (PoI):
- PAN Card
- Passport
- Voter ID
- Driving License
- Aadhaar Card (masked)
- NREGA Job Card
- Any other government-issued document
- Proof of Address (PoA):
- Aadhaar Card (if not used as identity proof)
- Passport
- Voter ID
- Driving License
- Utility Bill (not older than 3 months)
- Bank Statement or Passbook
- Any other government-issued document
- Photograph: A recent passport-sized photograph
- KYC Application Form: Duly filled and signed CKYC form
- In-Person Verification (IPV): To be completed by an authorised official
- Proof of Bank Account: A cancelled cheque or a bank statement for transactions
- NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate
Note: For latest details visit HSBC’s official AMC website.
Conclusion
HSBC Mutual Fund offers a range of investment options designed to suit different risk profiles and financial goals. The offerings include equity funds for long-term growth, debt funds for stable income, and hybrid funds for a balanced approach. HSBC follows disciplined investment strategies with a variety of fund options for investors looking for diversification and steady returns. Tools such as the Tickertape href="https://www.tickertape.in/screener/mutual-fund">Mutual Fund Screener can help you evaluate and compare different funds efficiently.
Popular Stock Collections
Popular Mutual Fund Collections
Frequently Asked Questions About HSBC Mutual Funds
How to start HSBC mutual fund SIP online?
Here’s how you can start a SIP in HSBC Mutual Funds,
- Launch Tickertape Mutual Fund Screener.
- Select the HSBC Mutual Funds that aligns with your investment goals.
- Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.How to calculate HSBC mutual fund returns?
Here’s how you can calculate returns on your HSBC mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100
With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the HSBC mutual fund’s performance.Does HSBC mutual fund offer tax-free mutual fund schemes?
HSBC mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about HSBC ELSS funds on Tickertape Mutual Fund Screener.How to cancel/stop HSBC mutual fund SIP?
To cancel HSBC mutual fund SIP, please refer to the official website.
Disclaimer: Please do your own research or consult your financial advisor before making financial decision.How to withdraw money from HSBC Mutual Funds?
Here’s how to withdraw/redeem from HSBC mutual fund on Tickertape Mutual Fund Screener -
- Step 1 - Select the HSBC mutual fund you want to redeem
- Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the HSBC mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund name to open its details page.
- Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
- Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
- Step 8 - Confirm your bank account details.
- Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of HSBC mutual funds?
HSBC mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.Which are the top-performing funds of HSBC Mutual Fund?
Here are the top HSBC Mutual Funds based on their 5Y CAGR:
- HSBC Small Cap Fund
- HSBC Infrastructure Fund
- HSBC Value Fund
- HSBC Business Cycles Fund
- HSBC Midcap Fund
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.How to increase the SIP amount in HSBC mutual funds?
To increase the SIP amount for HSBC mutual fund, you can do it from your broker account or from HSBC mutual fund official website.How to choose the best HSBC Mutual Funds before investing?
Here’s how to choose the best HSBC mutual fund for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market caps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
