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Two Pagers - HSBC Multi Asset Allocation Fund - May 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/db4ae0c1-e622-4ab1-b1b5-3b1d308158ad/two-pagers-hsbc-multi-asset-allocation-fund-may-2026.pdf...undertaken basis changes in a market / asset class outlook of the Fund House. The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any research report nor it should be considered as... -
Equity Market Review - June 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/334386a6-9c58-4c19-931f-aeda3b4b3e23/equity-market-review-june-2025.pdf...Equity Market Review - June 2025 June, 2025 RBI front loads cut to give the economy a push 2 Domestic Indices Last 1 Month CYTD 25 Close (Change) (Change) BSE Sensex TR 130584 3.0% 7.8... -
Notice cum Addendum - Cessation of KMP and Change in Fund Management responsiblities
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/76af3b28-0a25-4dc4-964f-fd886591c60f/notice-cum-addendum-cessation-of-kmp-and-change-in-fund-management-responsiblities.pdf...Mutual Fund investments are subject to market risks, read all scheme related documents carefully. HSBC Asset Management (India) Private Limited, 9-11 Floors, NESCO IT Park, Building no. 3, Western... -
Product Note - HSBC Value Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/5f88c30a-072b-406c-89ea-fb47fbc23f87/product-note-hsbc-value-fund-august-2026.pdf...value bias that aims to deliver long term reasonable risk adjusted returns Value style (Market price < Intrinsic value of stock) and Bottom-up approach with aim to invest across market caps and sectors... -
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... -
Monday Market Flash - May 11, 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/aceb5336-0dc5-440c-87d7-6d6452772e1b/monday-market-flash-may-11-2026.pdf...Monday Market Flash - May 11, 2026 May 11, 2026 Market Flash Market Flash May 11, 2026 The Nifty50 and the Sensex were trading lower, tracking negative global cues. The rupee opened 44 paise... -
Product Note - HSBC Income Plus Arbitrage Active FOF - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3c07a9fc-5705-4c80-8f1c-a7b08a4edc0e/product-note-hsbc-income-plus-arbitrage-active-fof-august-2026.pdf...derivatives segments of the equity markets; and debt and money market instrument As per AMFI Tier I Benchmark i.e. Benchmark Index: Nifty 50 Arbitrage Index Scheme name and Type of scheme *Scheme Risk-o... -
Product Note - HSBC Small Cap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1e5cacf4-fd36-4634-8d49-4714a68bdc2f/product-note-hsbc-small-cap-fund-august-2026.pdf...the long run These businesses may have better revenue and profit growth potential as compared to broader market. The fund seek an exposure in small cap segment stocks for alpha generating... -
Celebrate Independence. Build Financial Freedom - Let your journey begin with a SIP
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/blog/celebrate-independence-build-financial-freedom-let-your-journey-begin-with-a-sip.pdf...growing trust investors have placed in disciplined investing. Rather than trying to predict market movements, more investors are choosing to invest regularly and stay focused on their long-term goals... -
Annual Report of AMC for FY 2025-26
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a69311f7-245a-4ffd-bded-f6de898d5336/amin-annual-report-for-fy-2025-26.pdf...retained in the Profit and Loss account of the Company. Document remediated as per WCAG 2.2 Level AA standards OPERATIONS & OUTLOOK The mutual fund industry registered a growth of 21% with quarterly... -
Global Navigator - December 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/6d6bcd10-bba4-4eff-988c-a145682295b0/global-navigator-dec-2024.pdf...we remain constructive on Indian equities supported by the more robust medium term growth outlook we would caution against high return expectations. Equity Market Outlook Source: HSBC Asset... -
Product Note - HSBC Multi Asset Allocation Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/786c773f-25c6-4dad-844c-85e6557a7f59/product-note-hsbc-multi-asset-allocation-fund-august-2026.pdf...Related instruments, Debt & Money Market Securities and Gold / Silver ETFs) August 2026 To face all market deliveries. 14.01% CAGR since inception* 1 1.3X since inception* 1 Rs. 335,141 Value of... -
Annual Scheme Financials for F.Y. 2025-26
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a75e049c-bc46-4053-9213-1be66176482c/annual-scheme-financials-for-fy-2025-26.pdf...viewed on the Fund’s website at www.assetmanagement.hsbc.co.in. I. SCHEME PERFORMANCE, MARKET OUTLOOK, AND OPERATIONS OF THE SCHEMES A. OPERATIONS AND PERFORMANCE OF THE SCHEMES EQUITY SCHEMES 1... -
India Outlook 2024 Equity
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/d46d0ade-09f8-41c4-b2e2-fc967303ed1d/india-outlook-2024-equity.pdf...equities supported by the more robust medium term growth outlook. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. CL981 Source: Bloomberg, MoF, RBI... -
Product Note - HSBC Aggressive Hybrid Fund (HAHF) - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/24136d59-8b14-49b9-b4fe-d62f56ae94b7/product-note-hsbc-aggressive-hybrid-fund-hahf-august-2026.pdf...equity related securities and at least 20% allocation to fixed income securities including money market instruments Aim to create a corpus through generating inflation-adjusted returns to cater to long... -
Product Note - HSBC Multi Asset Allocation Fund - June 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/d48b5b4c-e023-430c-83e0-70f531c014e7/multi-asset-allocation-fund-june-2025.pdf...across market caps • Typical equity allocation may range between 65% to 80% • Asset re-allocation could be undertaken basis changes in a market / asset class outlook of the Fund House • Approach... -
Product Note - HSBC Flexi Cap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b49808f8-8f64-43c3-96c9-ced1ec2d9a47/product-note-hsbc-flexi-cap-fund-august-2026.pdf...market capitalisations in the portfolio to get a value ◄ from opportunities in small, mid and or large cap segments Philosophy of a Flexi Cap Fund is to run it like an all-weather portfolio, i.e... -
Monday Market Flash - May 04, 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9df24093-0684-497d-a421-36dc0103503e/monday-market-flash-may-04-2026.pdf...Monday Market Flash - May 04, 2026 May 04, 2026 Market Flash Market Flash May 04, 2026 The benchmark indices rose tracking gains in Asian peers and low oil prices. On the domestic front... -
Product Note - HSBC Balanced Advantage Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/775a6c32-64e1-4977-836e-abdf98aefdb9/product-note-hsbc-balanced-advantage-fund-june-2026.pdf...market and economic conditions Aims to build a portfolio of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk reward balance...
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