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HSBC Mutual Fund | HSBC Investment Funds & Mutual Fund Performance

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HSBC Mutual Fund

Updated on October 17, 2019 , 311 views

HSBC Mutual Fund is present in the Indian Mutual Fund industry since 2001 and is a part of HSBC Group. HSBC Asset Management (India) Private Limited manages the mutual fund schemes of HSBC. The mutual fund company believes in connecting clients with opportunities, doing the right things for their clients, maintain long and successful client relationship, and make customers realize how being part of HSBC group benefits them.

The mutual company’s beliefs are supported by an investment philosophy that demonstrates clarity and focus, discipline, and application of high standards in the governance of investments. Additionally, it emphasizes on maintaining the integrity and securing permanency of client relationships. HSBC Mutual Fund offers Mutual Funds in equity, debt, and money market category. Furthermore, it has SIP option in these mutual fund schemes.

AMC HSBC Mutual Fund
Date of Setup May 27, 2002
AUM INR 10621.84 crore (Jun-30-2018)
CEO/MD Mr. Ravi Menon
CIO Mr. Tushar Pradhan
Compliance Officer Mr. Sumesh Kumar
Headquarters Mumbai
Customer Care 1800 200 2434
Fax 022 40029600
Telephone 022 66145000
Email hsbcmf[AT]camsonline.com
Website www.assetmanagement.hsbc.com/in

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HSBC Mutual Fund: About HSBC Investment Funds

HSBC Mutual Fund is a premier fund house offering optimum investment performance, efficient services, and a wide range of products to create long-term wealth for both retail as well as institutional investors. HSBC Mutual Fund is one of the cornerstones of HSBC Global Asset Management which in-turn is a part of HSBC Group. This fund house is a global asset management player that manages funds worth USD 446.4 billion as of June 30, 2017. The mutual fund company’s approach reflects its values to be:

  • Dependable and do the right thing to stay connected with the customers
  • The values show the company’s interactions with other groups like clients, regulators and also amount each other.

HSBC group ventured into the asset management business in the year 1973 and since then, it has expanded its asset management business into various emerging and developed markets. HSBC Global Asset Management has its presence in 26 countries various territories around the globe.

HSBC Mutual Fund

HSBC Funds: Categories of Mutual Fund Offered

The best performing mutual fund schemes offered by HSBC Mutual Funds belong to two categories. These categories are explained as follows.

Equity Mutual Funds

Equity Funds refer to the mutual fund scheme that invests a predominant stake of its corpus in equity-related instruments. The team managing the equity funds hold a considerable knowledge and know-how with respect to equity funds management in India. HSBC Equity Funds are managed using a business cycle, relative value approach. In this approach, the company has a top-down view on macroeconomic parameters and fundamentals while it adopts a bottom-up approach with respect to individual stock selection. Some of the top and best performing equity mutual funds offered by HSBC are explained as follows.

  • HSBC Equity Fund: This equity fund of HSBC invests a predominant stake of its corpus in equity and equity-related instruments of numerous diversified large and mid-cap companies. It can be considered as a long-term investment option. HSBC Mutual Fund launched the equity fund scheme on December 10, 2002. It is an open-ended diversified equity scheme.
  • HSBC India Opportunities Fund: HDFC India Opportunities Fund is an open-ended flexi-cap equity scheme launched by HSBC on February 24, 2004. The Mutual Fund scheme invests its corpus in shares across market capitalization to suit every market situation. Though, it is primarily an equity fund yet; some portion of the corpus is also invested in fixed income instruments. Investors seeking long-term capital growth by way of equity investments can wish to invest in this scheme. The risk-appetite is moderately high.

Debt Mutual Funds

Income or debt funds refer to the mutual fund schemes that invest a considerable stake of their corpus in fixed income instruments. HSBC Mutual Fund offers an all-inclusive range of solutions from short-term to long-term basis. The underlying securities that form part of the portfolio include treasury bills, gilts, commercial papers, government and corporate Bonds, and so on. The approach adopted by HSBC Debt fund is:

  • HSBC mutual fund offers an active fixed income investment philosophy that influences on the global network of fixed income specialists to maintain a global and local perspective.
  • Superior risk management and infrastructure facilities.

Money Market Mutual Funds

Money market funds invest in fixed income securities whose maturity tenure is less than 90 days. HSBC’s money market mutual fund schemes help individuals earn more income while compared to traditional investment avenues on a short-term basis. In addition, these funds also assure instant liquidity virtually. People having idle cash in their bank accounts can invest their money in this avenue as they fetch more returns. Some of the top and best performing debt mutual funds offered by HSBC are explained as follows.

  • HSBC Cash Fund: HSBC Cash Fund is a Liquid Fund that invests its accumulated fund money in money market and short term debt funds. This Mutual Fund scheme was launched in the year 2002. The scheme aims to earn reasonable returns, while maintaining a low level of risk and high level of liquidity. The risk appetite of this scheme is low.

HSBC Investment: SIP Mutual Funds of HSBC

SIP or Systematic Investment plan is an investment mode in mutual fund scheme wherein one needs to deposit a small sum of amounts at regular intervals. Using SIP mode of investment, individuals can invest in Mutual Fund schemes as per their convenience. Most of the mutual fund companies offer SIP option in their mutual fund schemes. Likewise, HSBC Mutual Funds too offer SIP option in its various mutual fund schemes. By opting for SIP mode of investment, one can opt for either monthly investment or quarterly investment.

HSBC Mutual Fund Calculator

mutual fund calculator helps every individual to calculate their present savings amount to attain their future objectives. Individuals can plan to attain various objectives like Retirement planning, purchasing a house, purchasing a vehicle, and much more with the help of this mutual fund calculator. Not only calculating the present savings, the calculator also shows how the savings amount would grow over a period of time. Some of the input data of this calculator include age, present earnings, the rate of returns expected on the investment, and so on.

HSBC Mutual Fund Returns

The mutual fund returns of each scheme offered by HSBC Mutual Fund is available on the fund house’s website. In addition, various online portals that deal with mutual fund distribution services also provide with the returns on each scheme. The returns of these mutual fund scheme show the performance of the fund over a given time period.

HSBC Mutual Fund NAV

The Net Asset Value or NAV of HSBC Mutual Fund schemes can be accessed from the mutual fund company’s website. Likewise, the data can also be accessed from the AMFI’s website too. Additionally, these websites also provide the historical NAV of the fund house.

HSBC Mutual Fund Account Statement

HSBC mutual fund sends the account statement to its customers through post or on their email. Also, people can access their account statement on the distributor’s or company’s portal by logging into the website if the transaction is done through an online mode.

Corporate Address

16, V N Road, Fort, Mumbai – 400 001

HSBC Securities and Capital Markets (India) Private Ltd.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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