To get the most out of this website it's best viewed on a more up-to-date browser. See how to update your browser.

Investor resources

Find literature, videos and webinars in this section

Document library

Filter results

0 Documents selected

(0.00KB)

Download your selected documents

1-498 of 498 documents
No results found
List of document search results
Multiple document select Document name
01 July 2020
01 July 2020
26 June 2020
25 June 2020
Weekly Portfolio Summary
(Portfolios 304.1KB)
23 June 2020
Focused strategy deck
(Other Disclosures 2.11MB)
22 June 2020
Notice - Declaration of Dividend
(Notice Ads 713.82KB)
22 June 2020
19 June 2020
19 June 2020
19 June 2020
18 June 2020
18 June 2020
18 June 2020
17 June 2020
In focus with Tushar Pradhan - June 2020
(Other Disclosures 1.45MB)
16 June 2020
15 June 2020
The Asset, Factsheet - May 2020
(Fund factsheets 1.03MB)
11 June 2020
10 June 2020
10 June 2020
HSBC Cash Fund - 05.06.2020
(Portfolios 472.41KB)
08 June 2020
HSBC Overnight Fund - 05.06.2020
(Portfolios 443.68KB)
08 June 2020
03 June 2020
03 June 2020
03 June 2020
HSBC Low Duration Fund - 31.05.2020
(Portfolios 467.57KB)
03 June 2020
03 June 2020
HSBC Low Duration Fund - 29.05.2020
(Portfolios 467.83KB)
01 June 2020
01 June 2020
HSBC Cash Fund - 27.05.2020
(Portfolios 467.1KB)
28 May 2020
HSBC Low Duration Fund - 26.05.2020
(Portfolios 454.88KB)
28 May 2020
26 May 2020
Why Equity and SIP
(Other Disclosures 1.5MB)
21 May 2020
20 May 2020
Product Focus - HLDF - 12 May 2020
(Other Disclosures 352.27KB)
12 May 2020
Product Focus - HSDF - 12 May 2020
(Other Disclosures 526.69KB)
12 May 2020
The Asset, Factsheet - April 2020
(Fund factsheets 662.12KB)
12 May 2020
08 May 2020
08 May 2020
Update on Valuation of DHFL
(Rationale for Deviation from Valuation Guidelines 76.1KB)
08 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
06 May 2020
01 May 2020
01 May 2020
01 May 2020
Investor Complaints for the year 2019-2020
(Investor complaints 474.78KB)
30 April 2020
24 April 2020
HSBC Cash Fund - 16.04.2020
(Portfolios 467.02KB)
17 April 2020
17 April 2020
14 April 2020
The Asset, Factsheet - March 2020
(Fund factsheets 1.02MB)
13 April 2020
10 April 2020
HSBC Cash Fund - 31.03.2020
(Portfolios 468.51KB)
03 April 2020
HSBC MF - EU - addon - portfolio strategy
(Other Disclosures 493.28KB)
03 April 2020
03 April 2020
01 April 2020
26 March 2020
Asset Allocation March 2020
(Other Disclosures 954.59KB)
26 March 2020
Financial Planning March 2020
(Other Disclosures 2.07MB)
26 March 2020
Fixed Income Financial Goals March 2020
(Other Disclosures 872.62KB)
26 March 2020
SIP - March 2020
(Other Disclosures 849.33KB)
26 March 2020
Step-up SIP - HSBC MF - March 2020
(Other Disclosures 773.42KB)
26 March 2020
Tax and Retirement Planning March 2020
(Other Disclosures 1.26MB)
26 March 2020
Why equity - March 2020
(Other Disclosures 1.32MB)
26 March 2020
25 March 2020
25 March 2020
25 March 2020
24 March 2020
Notice - Declaration of Dividend
(Notice Ads 723.57KB)
20 March 2020
20 March 2020
The Asset, Factsheet - February 2020
(Fund factsheets 1.02MB)
11 March 2020
HSBC Cash Fund - 05.03.2020
(Portfolios 473.66KB)
06 March 2020
06 March 2020
06 March 2020
04 March 2020
HSBC Overnight Fund - 02.03.2020
(Portfolios 437.94KB)
03 March 2020
28 February 2020
26 February 2020
Notice - Declaration of Dividend
(Notice Ads 681.44KB)
21 February 2020
18 February 2020
17 February 2020
HSBC Cash Fund - 07.02.2020
(Portfolios 474.27KB)
14 February 2020
14 February 2020
13 February 2020
13 February 2020
The Asset, Factsheet - January 2020
(Fund factsheets 1.52MB)
11 February 2020
HSBC Common Transaction Form
(Forms 606.57KB)
27 January 2020
27 January 2020
HSBC Signature update Form
(Forms 219.78KB)
27 January 2020
27 January 2020
27 January 2020
Notice - Declaration of Dividend
(Notice Ads 684.81KB)
22 January 2020
13 January 2020
10 January 2020
The Asset, Factsheet - December 2019
(Fund factsheets 2.49MB)
09 January 2020
01 January 2020
HSBC Ultra Short Duration Fund - Product Note
(Other Disclosures 782.25KB)
31 December 2019
31 December 2019
24 December 2019
24 December 2019
Notice - Declaration of Dividend
(Notice Ads 704.13KB)
20 December 2019
19 December 2019
17 December 2019
16 December 2019
The Asset, Factsheet - November 2019
(Fund factsheets 21.78MB)
10 December 2019
Market Overview Deck - November 2019 - HSBC MF
(Other Disclosures 584.05KB)
04 December 2019
04 December 2019
Application for CAMS Mailback Services
(Distributor Corner 21.79KB)
03 December 2019
03 December 2019
03 December 2019
Distributor Bank Updation Form
(Distributor Corner 71.95KB)
03 December 2019
Distributor Nominee Updation Form
(Distributor Corner 280.61KB)
03 December 2019
Distributor Self-Declaration format
(Distributor Corner 94.52KB)
03 December 2019
03 December 2019
Process for Mailback Service Registration
(Distributor Corner 391.15KB)
03 December 2019
Process Note for AUM Transfer
(Distributor Corner 386.81KB)
03 December 2019
Process Note for Transmission
(Distributor Corner 403.48KB)
03 December 2019
Request for Change in Broker Code
(Distributor Corner 100.24KB)
03 December 2019
02 December 2019
29 November 2019
26 November 2019
15 November 2019
Multi Asset Investments Deck
(Other Disclosures 1.22MB)
15 November 2019
15 November 2019
The Asset, Factsheet - October 2019
(Fund factsheets 1.52MB)
08 November 2019
31 October 2019
31 October 2019
30 October 2019
24 October 2019
19 October 2019
19 October 2019
19 October 2019
19 October 2019
19 October 2019
19 October 2019
19 October 2019
18 October 2019
18 October 2019
18 October 2019
18 October 2019
18 October 2019
18 October 2019
18 October 2019
18 October 2019
Appointment of Trustee and Director
(Notice Ads 495.82KB)
16 October 2019
10 October 2019
The Asset, Factsheet - September 2019
(Fund factsheets 21.78MB)
10 October 2019
19 September 2019
16 September 2019
The Asset, Factsheet - August 2019
(Fund factsheets 1.59MB)
12 September 2019
HLMEF Portfolio 31 August 2019
(Portfolios 235.65KB)
06 September 2019
03 September 2019
Annual Report and Accounts - 2018 - 2019
(AMC Annual Report 1.32MB)
01 September 2019
20 August 2019
05 August 2019
05 August 2019
05 August 2019
30 July 2019
29 July 2019
28 July 2019
Schemewise Annual Reports : 2018 - 2019
(Scheme Annual Report 8.3MB)
25 July 2019
25 July 2019
22 July 2019
19 July 2019
Proxy votes: April 2019 - June 2019
(Proxy votes 406.41KB)
09 July 2019
27 June 2019
26 June 2019
FTS - 136 - Portfolio 14 June 2019
(Portfolios 222.59KB)
19 June 2019
FTS - 134 - Portfolio 14 June 2019
(Portfolios 221.34KB)
18 June 2019
HLDF HSDF Portfolio 3 June 2019
(Portfolios 253.15KB)
07 June 2019
HLDF HSDF Portfolio 4 June 2019
(Portfolios 257.59KB)
07 June 2019
HSBC Low Duration Fund 6 June 2019
(Portfolios 218.61KB)
07 June 2019
07 June 2019
03 June 2019
HOF portfolio - 28 May 2019
(Portfolios 208.42KB)
28 May 2019
HSBC Regular Savings Fund
(Notice Ads 4.32KB)
27 May 2019
HSBC Small Cap Equity Fund
(Notice Ads 523.92KB)
24 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
22 May 2019
Investor Complaints for the year 2018 - 2019
(Investor complaints 26.83KB)
10 May 2019
The Asset, Factsheet - April 2019
(Fund factsheets 455.49KB)
10 May 2019
10 May 2019
01 May 2019
26 April 2019
26 April 2019
18 April 2019
18 April 2019
18 April 2019
The Asset, Factsheet - March 2019
(Fund factsheets 1.89MB)
10 April 2019
09 April 2019
06 April 2019
05 April 2019
01 April 2019
01 April 2019
29 March 2019
25 March 2019
01 March 2019
01 March 2019
Notice change in TER HMEF
(Notice Ads 273.31KB)
28 February 2019
25 February 2019
Notice for Dividend in HMEF
(Notice Ads 688.23KB)
20 February 2019
HSBC Cash Fund 14 Feb 2019
(Portfolios 226.48KB)
15 February 2019
Notice change in TER HSEF
(Notice Ads 273.29KB)
12 February 2019
Notice change in TER HMEF HSEF HIEF
(Notice Ads 274.51KB)
29 January 2019
HSBC Cash Fund Portfolio 21 Jan 2019
(Portfolios 238.68KB)
22 January 2019
20 January 2019
HSBC Cash Fund Portfolio 14 Jan 2019
(Portfolios 241.52KB)
15 January 2019
10 January 2019
Proxy votes: Oct 2018 - Dec 2018
(Proxy votes 234.21KB)
10 January 2019
The Asset, Factsheet - December 2018
(Fund factsheets 368.22KB)
08 January 2019
04 January 2019
04 January 2019
HSBC Cash Fund Portfolio
(Portfolios 240.11KB)
03 January 2019
HSBC Cash Fund portfolio
(Portfolios 237.42KB)
01 January 2019
Investor Complaints for the year 2017 - 2018
(Investor complaints 102.91KB)
31 December 2018
HLDF HSDF Portfolio 26 Dec 2018
(Portfolios 491.45KB)
28 December 2018
Notice change in TER - HIEF & HTSF
(Notice Ads 273.83KB)
26 December 2018
21 December 2018
Notice change in TER HRSF HMEF HSEF
(Notice Ads 274.55KB)
11 December 2018
Notice change in TER - HIEF
(Notice Ads 273.34KB)
10 December 2018
Weekly Debt Portfolio
(Portfolios 978.76KB)
10 December 2018
​The Asset, Factsheet - November 2018
(Fund factsheets 343.37KB)
07 December 2018
HLDF Portfolio - 30112018
(Portfolios 223.09KB)
06 December 2018
06 December 2018
05 December 2018
30 November 2018
HSBC Unclaimed Amount Form
(Forms 152.04KB)
28 November 2018
26 November 2018
Additional KYC details form
(Forms 187.02KB)
09 November 2018
05 November 2018
HSBC FTS 130 - 31102018
(Portfolios 224.49KB)
31 October 2018
31 October 2018
HSBC Cash Fund Portfolio-Aug'18
(Portfolios 247.42KB)
29 October 2018
HSBC FTS 132 Portfolio
(Portfolios 226.67KB)
29 October 2018
EUIN Declaration Form
(Forms 133.52KB)
25 October 2018
Change in TER for HTSEF, HMCEF
(Notice Ads 273.88KB)
24 October 2018
HSBC Cash Fund 23 Oct 2018
(Portfolios 225.65KB)
23 October 2018
Change in TER for HIEF
(Notice Ads 273.14KB)
23 October 2018
Change in TER for HMCEF, HSCEF
(Notice Ads 273.6KB)
19 October 2018
HSBC FTS 131 134 19 Oct 2018
(Portfolios 318.5KB)
19 October 2018
Change in TER for HRSF
(Notice Ads 272.64KB)
16 October 2018
Change in TER for HRSF
(Notice Ads 272.69KB)
10 October 2018
The Asset, Factsheet - September 2018
(Fund factsheets 488.57KB)
10 October 2018
Change in TER for HLEF, HTSEF, HIEF
(Notice Ads 274.36KB)
09 October 2018
HSBC Cash Fund Portfolio 8 Oct 2018
(Portfolios 246.21KB)
08 October 2018
08 October 2018
Change in TER for HSCEF, HMEF
(Notice Ads 273.54KB)
05 October 2018
Change in TER for HLEF, HTSEF, HIEF
(Notice Ads 274.56KB)
04 October 2018
03 October 2018
Proxy votes: July 2018 - Sep 2018
(Proxy votes 864.26KB)
01 October 2018
30 September 2018
Change in TER for HSCEF, HIEF
(Notice Ads 273.79KB)
28 September 2018
25 September 2018
Change in TER for HLEF, HMCEF, HTSEF
(Notice Ads 272.25KB)
21 September 2018
12 September 2018
Monthly portfolio with ISINs
(Portfolios 1.17MB)
12 September 2018
AMFI Guidelines for Intermediaries
(Mandatory disclosures 73.65KB)
10 September 2018
10 September 2018
The Asset, Factsheet - August 2018
(Fund factsheets 445.85KB)
10 September 2018
Voting policy and procedures
(Mandatory disclosures 55.11KB)
10 September 2018
06 September 2018
Annual Report and Accounts - 2017 - 2018
(AMC Annual Report 1.05MB)
01 September 2018
The Asset, Factsheet - July 2018
(Fund factsheets 1.77MB)
10 August 2018
31 July 2018
25 July 2018
The Asset, Factsheet - June 2018
(Fund factsheets 900.11KB)
10 July 2018
01 July 2018
Notice Ads
(Notice Ads 6.73MB)
01 July 2018
Proxy votes: April 2018 - June 2018
(Proxy votes 269.34KB)
01 July 2018
Safeguard your goals with debt mutual funds
(Investor education 550.62KB)
01 July 2018
Schemewise Annual Reports : 2017 - 2018
(Scheme Annual Report 6.36MB)
01 July 2018
19 June 2018
The Asset, Factsheet - May 2018
(Fund factsheets 908.67KB)
10 June 2018
21 May 2018
The Asset, Factsheet - April 2018
(Fund factsheets 639.33KB)
10 May 2018
01 May 2018
SIP Auto Debit Form
(Forms 267.08KB)
01 May 2018
The Asset, Factsheet - March 2018
(Fund factsheets 1.06MB)
10 April 2018
01 April 2018
01 April 2018
01 April 2018
14 March 2018
The Asset, Factsheet - February 2018
(Fund factsheets 612.54KB)
10 March 2018
08 March 2018
05 March 2018
01 March 2018
15 February 2018
The Asset, Factsheet - January 2018
(Fund factsheets 1015.78KB)
10 February 2018
The Asset, Factsheet - December 2017
(Fund factsheets 588.17KB)
10 January 2018
01 January 2018
CKYC and KRA KYC Form
(Forms 662.56KB)
01 January 2018
01 January 2018
01 January 2018
01 January 2018
Lien Marking Format
(Forms 235.9KB)
01 January 2018
01 January 2018
01 January 2018
01 January 2018
01 January 2018
Investor Complaints for the year 2016 - 2017
(Investor complaints 36.15KB)
31 December 2017
The Asset, Factsheet - November 2017
(Fund factsheets 969.19KB)
10 December 2017
06 December 2017
The Asset, Factsheet - October 2017
(Fund factsheets 764.08KB)
10 November 2017
The Asset, Factsheet - September 2017
(Fund factsheets 2.01MB)
10 October 2017
01 October 2017
01 October 2017
01 October 2017
01 October 2017
The Asset, Factsheet - August 2017
(Fund factsheets 990.68KB)
10 September 2017
Annual Report and Accounts - 2016 - 2017
(AMC Annual Report 3.9MB)
01 September 2017
The Asset, Factsheet - July 2017
(Fund factsheets 704.28KB)
10 August 2017
The Asset, Factsheet - June 2017
(Fund factsheets 603.79KB)
10 July 2017
Abridged Schemewise Annual Reports : 2016 - 2017
(Scheme Annual Report 5.56MB)
01 July 2017
Proxy votes: April 2017 - June 2017
(Proxy votes 155.53KB)
01 July 2017
Schemewise Annual Reports : 2016 - 2017
(Scheme Annual Report 9.09MB)
01 July 2017
The Asset, Factsheet - May 2017
(Fund factsheets 606.24KB)
10 June 2017
19 May 2017
The Asset, Factsheet - April 2017
(Fund factsheets 613.59KB)
10 May 2017
01 May 2017
The Asset, Factsheet - March 2017
(Fund factsheets 616.63KB)
10 April 2017
Empower your dreams, with equity mutual funds
(Investor education 583.66KB)
01 April 2017
01 April 2017
01 April 2017
01 April 2017
27 March 2017
The Asset, Factsheet - February 2017
(Fund factsheets 528.8KB)
10 March 2017
The Asset, Factsheet - January 2017
(Fund factsheets 1.83MB)
10 February 2017
The Asset, Factsheet - December 2016
(Fund factsheets 1.03MB)
10 January 2017
01 January 2017
Investor Complaints for the year 2015 - 2016
(Investor complaints 36.72KB)
31 December 2016
The Asset, Factsheet - November 2016
(Fund factsheets 659.79KB)
10 December 2016
The Asset, Factsheet - October 2016
(Fund factsheets 599.97KB)
10 November 2016
The Asset, Factsheet - September 2016
(Fund factsheets 489.71KB)
10 October 2016
01 October 2016
01 October 2016
01 October 2016
The Asset, Factsheet - August 2016
(Fund factsheets 699.48KB)
10 September 2016
Annual Report and Accounts - 2015 - 2016
(AMC Annual Report 1.62MB)
01 September 2016
The Asset, Factsheet - July 2016
(Fund factsheets 577.63KB)
10 August 2016
01 August 2016
01 August 2016
The Asset, Factsheet - June 2016
(Fund factsheets 525.03KB)
10 July 2016
Abridged Schemewise Annual Reports : 2015 - 2016
(Scheme Annual Report 2.84MB)
01 July 2016
Proxy votes: April 2016 - June 2016
(Proxy votes 283.1KB)
01 July 2016
Schemewise Annual Reports : 2015 - 2016
(Scheme Annual Report 3.12MB)
01 July 2016
The Asset, Factsheet - May 2016
(Fund factsheets 489.48KB)
10 June 2016
The Asset, Factsheet - April 2016
(Fund factsheets 541.97KB)
10 May 2016
04 May 2016
Certificate on verification of voting disclosure
(Mandatory disclosures 73.61KB)
01 May 2016
01 May 2016
The Asset, Factsheet - March 2016
(Fund factsheets 528.31KB)
10 April 2016
Disclosure on soft-dollar agreement
(Mandatory disclosures 4.96KB)
01 April 2016
01 April 2016
01 April 2016
01 April 2016