HSBC Mutual Fund
AUM
₹ 1,30,991 cr.
AMC Age
22 Years
No. Of Schemes
142
HSBC Mutual Funds is one of India’s trusted asset management companies, offering a varied range of mutual fund schemes across equity, debt, and hybrid categories. It operates as a subsidiary of HSBC Bank, a global leader in banking and financial services.
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About HSBC Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
HSBC Mutual Fund, formally known as HSBC Asset Management (India) Private Limited, was established on December 12, 2001, and began its operations on May 27, 2002. As a subsidiary of HSBC Securities and Capital Markets (India) Private Limited, it benefits from HSBC's vast global expertise in banking and financial services.
Key Features
- The fund house offers diverse investment solutions catering to various risk profiles and financial goals, ensuring options for both individual and institutional investors.
- HSBC Mutual Fund has a wide distribution network, including mutual fund distributors (MFDs), national distributors (NDs), and banking partners, enabling access to a broad investor base.
- Backed by HSBC Bank’s global expertise and strong financial stability, the fund house benefits from extensive international experience in asset management.
- The fund house is committed to delivering sustainable growth and long-term value by incorporating global best practices and innovative investment strategies.
Documents Required
To invest in HSBC Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact HSBC Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
HSBC Mutual Fund Managers
Mr. Abhishek Gupta
Mr. Cheenu Gupta
Mr. Hitesh Gondhia
Mr. Himanshu Singh
Mr. Mahesh Chhabria
How To Invest In HSBC Mutual Fund With Choice?
HSBC Mutual Fund FAQs
The best HSBC Mutual Fund depends on your financial goals and risk appetite. Equity funds are ideal for long-term growth, debt funds provide stability with lower risk, and hybrid funds balance risk and reward. Platforms like Choice FinX offer advanced tools to analyse and select the best fund based on your objectives.
HSBC Mutual Funds are subject to taxation based on the type of investment and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in HSBC Mutual Funds via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC (Know Your Customer) process is mandatory. Non-individual investors may need to submit additional documents, which can be uploaded digitally on the platform.
The minimum investment amount for HSBC Mutual Funds is generally 5,000 for lump sum investments, while Systematic Investment Plans (SIP) can be started with a minimum of 500.
Returns on HSBC Mutual Funds are calculated based on the Net Asset Value (NAV) using the formula:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Choice FinX provides tools to track NAV and calculate potential returns.
Yes, HSBC Mutual Funds allow investors to switch between schemes. You can make a switch through the Choice FinX platform, but it's important to consider any applicable exit loads and tax implications based on the duration of your investment.
Charges include the Expense Ratio, which covers fund management fees, and Exit Load, which may apply if you redeem your investment before a specified period. Transaction fees may also apply to large investments. Direct plans, available with Choice, generally have lower costs than regular plans.
No, a Demat account is not required to invest in HSBC Mutual Funds through Choice. However, if you prefer to hold your mutual fund units in electronic form for ease of use, then opening a Demat account with Choice is an option.
You can download your HSBC Mutual Fund statement directly from the Choice FinX platform under the Portfolio section. Additionally, statements can be accessed through the HSBC Mutual Fund website, via email requests, or through CAMS/Karvy portals.
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