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Equity Fund Book - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ab4ce74c-567c-451a-b4b8-ebda892a86a2/equity-fund-book-july-2026.pdf...risks, especially the ones specific to midcap segment of the market for e.g. Liquidity • Sizing of bets is based on conviction and opportunity • Exposure to other stocks than mid cap stocks in the... -
Performance Note - Equity Hybrid Debt Global Funds - October 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f4a1b834-9b3f-46e9-8844-d63f5310ba8a/performance-equity-hybrid-debt-global-funds-october-2026-final-regular-and-direct.pdf...Years 5 Years Since Inception Total amount invested (`) 120000 360000 600000 740000 Market Value as on September 30, 2026(`) 1,24,117 4,02,579 7,93,316 10,75,533 Scheme Returns (%) 6.45 7.41 11.12... -
HSBC Money Market Fund Deck - May 2023
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/82006b3c-ff5b-46a9-a351-dd57973141c2/hsbc-money-market-fund-deck-may-2023.pdf...HSBC Money Market Fund PUBLIC 1 HSBC Money Market Fund HSBC Mutual Fund May 2023 PUBLIC Index 2 •Fixed Income Market Outlook & Market Opportunity •HSBC Money Market Fund - Product to... -
Product Note - Multi Asset Active FOF - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/14fd87fd-7960-43dd-a59c-493e45e40457/product-note-multi-asset-active-fof-july-2026.pdf...on FM with diverse investment style HSBC Large & Mid Cap Fund (13.48%) • Largely a bottom-up approach HSBC Multi Cap Fund (13.52%) • Diversified funds offer different market cap HSBC... -
Media updates
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/money-talks-sep-26/media-updatesCEO Kailash Kulkarni answers hard questions on lost market share, a struggling Small Cap fund and middling debt performance. -
HSBC Arbitrage Fund - Risk Factors
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/031407af-38a2-4980-8925-97abcb7bfcff/hsbc-arbitrage-fund-risk-factors.pdf...Units of the Scheme will fluctuate with the movement in the broader fixed income market, money market and derivatives market and may be influenced by factors influencing such markets in general... -
Debt Market Review - October 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e2292da1-f37f-43c6-9d0a-590367725811/debt-market-review-october-2025.pdf...Debt Market Review - October 2025 1 October, 2025 Diwali merriment buoyed markets sentiment 2PUBLIC Foreign investors returned with total inflows of US$ 4bn in October. Some of the lead... -
HSBC Value Fund Deck - August 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b6a9963b-553f-4811-836b-e6064b8c573c/hsbc-value-fund-deck-august-2025.pdf...existing / future position in these sector(s)/stock(s)/issuer(s). Past performance may or may not be sustained in future and is not a guarantee of any future returns. PUBLIC 7 Market Outlook 8... -
HSBC Aggressive Hybrid Fund - Risk Factors
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/01bd90f1-d695-4791-ad64-02c5a3b64969/hsbc-aggressive-hybrid-fund-risk-factors.pdf...broader fixed income market, money market and derivatives market and may be influenced by factors influencing such markets in general including but not limited to economic conditions... -
HSBC Equity Savings Fund - Risk Factors
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3e7b0aeb-3324-4049-843b-d37ce716fe01/hsbc-equity-savings-fund-risk-factors.pdf...Units of the Scheme. The derivatives market in India is nascent and does not have the volumes that may be seen in other developed markets, which may result in volatility to the values... -
HSBC Balanced Advantage Fund - Risk Factors
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/db96b271-3ece-4260-9c0b-3d54be659a4a/hsbc-balanced-advantage-fund-risk-factors.pdf...derivatives market and may be influenced by factors influencing such markets in general including but not limited to economic conditions, changes in interest rates, price and volume... -
HSBC Conservative Hybrid Fund - Risk Factors
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/eb863bd7-f555-4024-a14b-14879182a0d2/hsbc-conservative-hybrid-fund-risk-factors.pdf...in the broader fixed income market, money market and derivatives market and may be influenced by factors influencing such markets in general including but not limited to economic... -
Stay DiSIPlined
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/stay-disiplined...Limitless imagination fueled by an SIP Market Corrections = SIP Wins: Here’s Why? Stay the Course – Why SIP continuity matters Previous Next Markets Move. Discipline Stays. Don’t chase highs Don’t... -
Fund Pitch - HSBC Midcap Fund - October 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/7bcff034-521f-4c4a-b2f1-cdd503cf6189/fund-pitch-hsbc-midcap-fund-october-2026.pdf...HSBC Midcap Fund follows a bottom-up and 4Q investment approach Quality of Business Scalability of business, competitive advantage, market share, longevity, pricing power, brand strength Quality... -
Product Note - HSBC Arbitrage Fund - April 29, 2026
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/infographics/product-note-hsbc-arbitrage-fund-april-29-2026.pdf...earnings season marked by weak consumption demand could cap the bullish sentiment in the markets going into the next month. Market Actions & Overview • Markets saw a sharp reversal from the third week... -
Market View and Midcap - L & M - Equity Savings Fund Update - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2be6986c-4072-45c1-a28a-a12da2cc2512/market-view-and-midcap-i-m-equity-savings-fund-update-august-2026.pdf...securities, Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager ’s view of the equity markets. Asset allocation mentioned above is... -
Fund Lens - HSBC Value Fund - September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/de341956-fea7-436f-82df-156b3c0dcafe/fund-lens-hsbc-value-fund-september-2026.pdf...discounts to their intrinsic value. Bottom -up Follows bottom -up stock selection Risk Aims to invest in stocks with adequate margin of safety to reduce risk in a volatile market environment... -
Global Investment Outlook 2025 | HSBC Asset Management
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/global-investment-outlook-2025With protectionism and geopolitical uncertainty on the rise, we explore ways investors can prepare for the likely ensuing market rotation. Read More
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