HSBC Mutual Fund
- AMC AGE 24 years
- AMC AUM (In Cr) ₹ 1,50,114.72
- Number of Schemes 43
HSBC Mutual Fund is backed by HSBC Asset Management (India) Private Limited, part of the global HSBC Group. The fund house combines international investment expertise with on-ground research capabilities to offer a range of equity, debt and hybrid HSBC Mutual Fund schemes.
Its philosophy typically focuses on risk-aware investing, strong governance and diversified portfolios across sectors and market caps. For investors seeking a mix of domestic and selective global exposures, some of the best HSBC Mutual Fund options may include diversified equity, flexi-cap and balanced-oriented schemes, based on suitability rather than only past HSBC Mutual Fund returns. Through 5paisa, you can easily learn how to invest in HSBC Mutual Fund online and track your holdings under one login.
List of HSBC Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
HSBC Global Emerging Markets Fund - Direct Growth
|
472 | 28.72% | 12.53% | |
HSBC Asia Pacific (Ex Japan) DYF - Direct Growth
|
74 | 27.39% | 15.30% | |
HSBC Midcap Fund - Direct Growth
|
15,578 | 25.45% | 19.64% | |
HSBC Multi Cap Fund - Direct Growth
|
6,068 | 19.25% | - | |
HSBC Large & Mid Cap Fund - Direct Growth
|
5,479 | 18.59% | 15.27% | |
HSBC Nifty Next 50 Index Fund - Direct Growth
|
176 | 17.83% | 11.77% | |
HSBC Consumption Fund - Direct Growth
|
1,762 | 17.13% | - | |
HSBC ELSS Tax Saver Fund - Direct Growth
|
4,115 | 16.99% | 13.37% | |
HSBC Value Fund - Direct Growth
|
14,988 | 16.95% | 16.57% | |
HSBC Flexi Cap Fund - Direct Growth
|
5,718 | 16.81% | 13.72% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
HSBC Global Emerging Markets Fund - Direct Growth
|
28.72% Fund Size (Cr.) - 472 |
||
HSBC Asia Pacific (Ex Japan) DYF - Direct Growth
|
27.39% Fund Size (Cr.) - 74 |
||
HSBC Midcap Fund - Direct Growth
|
25.45% Fund Size (Cr.) - 15,578 |
||
HSBC Multi Cap Fund - Direct Growth
|
19.25% Fund Size (Cr.) - 6,068 |
||
HSBC Large & Mid Cap Fund - Direct Growth
|
18.59% Fund Size (Cr.) - 5,479 |
||
HSBC Nifty Next 50 Index Fund - Direct Growth
|
17.83% Fund Size (Cr.) - 176 |
||
HSBC Consumption Fund - Direct Growth
|
17.13% Fund Size (Cr.) - 1,762 |
||
HSBC ELSS Tax Saver Fund - Direct Growth
|
16.99% Fund Size (Cr.) - 4,115 |
||
HSBC Value Fund - Direct Growth
|
16.95% Fund Size (Cr.) - 14,988 |
||
HSBC Flexi Cap Fund - Direct Growth
|
16.81% Fund Size (Cr.) - 5,718 |
Key Information about HSBC Mutual Fund
- Name of the Mutual Fund
- HSBC Mutual Fund
- Date of Incorporation
- 12 December 2001
- Setup Date
- 27 May 2002
- Sponsor Name
- HSBC Securities and Capital Markets (India) Private Limited
- Trustee Name
- HSBC Trustees (India) Private Limited
- Chief Executive Officer
- Kailash Kulkarni
- Compliance Officer
- Sumesh Kumar
- Chief Investment Officer
- NA
- Investment Service Officer
- Ankur Banthiya
- Auditor
- HSBC Mutual Fund - M/s. Price Waterhouse Chartered Accountants LLP, HSBC Asset Management (India) Private Limited - MSKA & Associates
- Custodian
- HDFC Bank Limited
- Registrars
- Computer Age Management Services (P) Ltd
- Address (Head Office)
- 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East)
- Telephone No
- 66145000
- Fax No
- 40029600
HSBC Mutual Fund Managers
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008.
Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018)
Mr. Abhishek Gupta has over 11 years' experience as in portfolio construction and management. Prior to joining Edelweiss, he has worked with Goldman Sachs Asset Management Limited.
Mr. Praveen is a B.Sc (Mathematics).Prior to joining L&T Investment Management Ltd he has worked with Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.
NA
Previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios (PMS) and generating stock ideas. In his previous assignment in Motilal Oswal Securities Ltd he was designated as Senior gresearch analyst before which in Infosys Technologies Ltd,he was designated as Senior Project Manager.
Over 12 years of experience HSBC Asset Management (India) Private. Limited as VP Fund Management Fixed Income (Since November 26, 2022) Prior Assignments: L&T Investment Management Ltd as Fixed Income - Fund Manager from November 25, 2021 to November 25, 2022. L&T Investment Management Ltd as Dealer in Fixed Income since June, 2015 till November 24, 2021 Edelweiss Securities Ltd as Fixed Income dealer from October 2013 - June 2015 Derivium Traditions Pvt. Ltd. as Fixed Income dealer from February 2013- October 2013 L&T Investment Management Ltd. as Associate in Investment Operations from November 2012 - February 2013. FIL Fund Management Pvt. Ltd. as Associate in Investment Operations from August 2010 - November, 2012
Over 15 years of experience HSBC Asset Management (India) Private Limited as VP Dealing Fixed Income (Since November 26, 2022) Prior Assignments: L&T Investment Management Ltd. as Senior Dealer in Fixed Income since May 11, 2020 to November 25, 2022 Yes Bank Ltd as Executive Vice President from April 2020, 2015 to May 08, 2020. ICICI Bank Ltd. as Senior Manager from May 9, 2012 to April 18, 2015. Deutsche Bank Global Markets Centre as Senior Analyst from July 2007 to May 2010.
Prior to joining L&T Mutual Fund he has worked with FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
NA
Over 14 years experience,prior to joining Edelwiess Asset Management Ltd, worked with Edeliwess Securities limited for two years and was responsible for investing in Indian Debt and Equity Markets for the asset management division. Prior to joining ESL he has worked with an overseas research entity where he was responsible for research and creating trading strategies in the US and European Bond Futures and interest rate futures from India.
How to Invest in HSBC Mutual Fund?
You can invest in HSBC Mutual Fund through 5paisa in a fully digital, paperless manner. The platform allows you to compare HSBC Mutual Fund schemes across categories, check portfolio characteristics and align them with your goals.
Steps to invest
1. Visit the 5paisa website or app and log in. If you’re new, sign up using your mobile number and email ID.
2. Complete your KYC by submitting PAN, Aadhaar and personal details.
3. Upload valid address proof and complete any in-app verification steps.
4. Define your investment goals and time frame, then shortlist HSBC Mutual Fund schemes that match these needs.
5. Evaluate your risk appetite and select appropriate scheme categories (equity, debt, hybrid, etc.).
6. Select the chosen scheme on 5paisa, review scheme information and proceed to invest.
7. Choose between SIP and lump sum mode, enter the amount and confirm the transaction.
Your investments in HSBC Mutual Fund will reflect in your 5paisa portfolio, where you can monitor performance over time.
How to Invest in HSBC Mutual Fund ?
You can invest in HSBC Mutual Fund through 5paisa in a fully digital, paperless manner. The platform allows you to compare HSBC Mutual Fund schemes across categories, check portfolio characteristics and align them with your goals.
Steps to invest
1. Visit the 5paisa website or app and log in. If you’re new, sign up using your mobile number and email ID.
2. Complete your KYC by submitting PAN, Aadhaar and personal details.
3. Upload valid address proof and complete any in-app verification steps.
4. Define your investment goals and time frame, then shortlist HSBC Mutual Fund schemes that match these needs.
5. Evaluate your risk appetite and select appropriate scheme categories (equity, debt, hybrid, etc.).
6. Select the chosen scheme on 5paisa, review scheme information and proceed to invest.
7. Choose between SIP and lump sum mode, enter the amount and confirm the transaction.
Your investments in HSBC Mutual Fund will reflect in your 5paisa portfolio, where you can monitor performance over time.
Top 10 HSBC Mutual Fund to Invest
- HSBC Global Emerging Markets Fund - Direct Growth is an FoFs Overseas scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Sonal Gupta. With an impressive
AUM of ₹472 Crores, this scheme's latest NAV is ₹38.3523 as of 9/1/2026 12:00:00 AM.
HSBC Global Emerging Markets Fund - Direct Growth scheme has delivered a return performance of 54.43% in the last 1 year, 28.72% in the last 3 years, and an 9.25 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 472
- 3Y Return
- 28.72%
- HSBC Asia Pacific (Ex Japan) DYF - Direct Growth is an FoFs Overseas scheme that was launched on 03-02-2014 and is currently under the management of our experienced fund manager Sonal Gupta. With an impressive
AUM of ₹74 Crores, this scheme's latest NAV is ₹39.8633 as of 9/1/2026 12:00:00 AM.
HSBC Asia Pacific (Ex Japan) DYF - Direct Growth scheme has delivered a return performance of 39.67% in the last 1 year, 27.39% in the last 3 years, and an 11.67 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 74
- 3Y Return
- 27.39%
- HSBC Midcap Fund - Direct Growth is an Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Cheenu Gupta. With an impressive
AUM of ₹15,578 Crores, this scheme's latest NAV is ₹545.2233 as of 9/2/2026 12:00:00 AM.
HSBC Midcap Fund - Direct Growth scheme has delivered a return performance of 24.05% in the last 1 year, 25.45% in the last 3 years, and an 20.42 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 15,578
- 3Y Return
- 25.45%
- HSBC Multi Cap Fund - Direct Growth is an Multi Cap scheme that was launched on 10-01-2023 and is currently under the management of our experienced fund manager Venugopal Manghat. With an impressive
AUM of ₹6,068 Crores, this scheme's latest NAV is ₹21.3418 as of 9/2/2026 12:00:00 AM.
HSBC Multi Cap Fund - Direct Growth scheme has delivered a return performance of 11.49% in the last 1 year, 19.25% in the last 3 years, and an 23.50 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Multi Cap Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 6,068
- 3Y Return
- 19.25%
- HSBC Large & Mid Cap Fund - Direct Growth is an Large & Mid Cap scheme that was launched on 11-03-2019 and is currently under the management of our experienced fund manager Cheenu Gupta. With an impressive
AUM of ₹5,479 Crores, this scheme's latest NAV is ₹33.3142 as of 9/2/2026 12:00:00 AM.
HSBC Large & Mid Cap Fund - Direct Growth scheme has delivered a return performance of 14.15% in the last 1 year, 18.59% in the last 3 years, and an 17.56 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 5,479
- 3Y Return
- 18.59%
- HSBC Nifty Next 50 Index Fund - Direct Growth is an Index scheme that was launched on 24-03-2020 and is currently under the management of our experienced fund manager Praveen Ayathan. With an impressive
AUM of ₹176 Crores, this scheme's latest NAV is ₹32.0339 as of 9/2/2026 12:00:00 AM.
HSBC Nifty Next 50 Index Fund - Direct Growth scheme has delivered a return performance of 9.11% in the last 1 year, 17.83% in the last 3 years, and an 20.00 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 176
- 3Y Return
- 17.83%
- HSBC Consumption Fund - Direct Growth is an Thematic scheme that was launched on 10-08-2023 and is currently under the management of our experienced fund manager Anish Goenka. With an impressive
AUM of ₹1,762 Crores, this scheme's latest NAV is ₹16.0903 as of 9/2/2026 12:00:00 AM.
HSBC Consumption Fund - Direct Growth scheme has delivered a return performance of 4.29% in the last 1 year, 17.13% in the last 3 years, and an 17.13 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Thematic Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 1,762
- 3Y Return
- 17.13%
- HSBC ELSS Tax Saver Fund - Direct Growth is an ELSS - Tax Saver scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Abhishek Gupta. With an impressive
AUM of ₹4,115 Crores, this scheme's latest NAV is ₹156.7608 as of 9/2/2026 12:00:00 AM.
HSBC ELSS Tax Saver Fund - Direct Growth scheme has delivered a return performance of 8.44% in the last 1 year, 16.99% in the last 3 years, and an 14.77 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS - Tax Saver Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,115
- 3Y Return
- 16.99%
- HSBC Value Fund - Direct Growth is an Value scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Venugopal Manghat. With an impressive
AUM of ₹14,988 Crores, this scheme's latest NAV is ₹128.8636 as of 9/2/2026 12:00:00 AM.
HSBC Value Fund - Direct Growth scheme has delivered a return performance of 6.12% in the last 1 year, 16.95% in the last 3 years, and an 18.69 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Value Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 14,988
- 3Y Return
- 16.95%
- HSBC Flexi Cap Fund - Direct Growth is an Flexi Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Abhishek Gupta. With an impressive
AUM of ₹5,718 Crores, this scheme's latest NAV is ₹264.7102 as of 9/2/2026 12:00:00 AM.
HSBC Flexi Cap Fund - Direct Growth scheme has delivered a return performance of 9.35% in the last 1 year, 16.81% in the last 3 years, and an 15.15 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 5,718
- 3Y Return
- 16.81%
Closed NFO
-
-
19 Mar 2026
Launch Date
25 Mar 2026
Closed Date
Other Calculators
Frequently Asked Questions
Use 5paisa’s research tools and filters to compare categories, risk levels and historical performance, and then choose the HSBC Mutual Fund schemes that fit your SIP horizon and risk profile.
Search for the desired HSBC Mutual Fund scheme on 5paisa, select ‘SIP’, set your monthly amount, date and duration, and complete the mandate authorisation.
Schemes offered by HSBC Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, you can place a switch request from one HSBC Mutual Fund scheme to another within the same fund house, subject to scheme terms and exit load, if any.
A completed KYC, active 5paisa account and a linked bank account are essential to invest in HSBC Mutual Fund schemes.
It is fairly simple to increase your SIP amount in HSBC Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.