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Equity Market Review - April 2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/equity-market/equity-market-review-april-2025.pdf...Equity Market Review - April 2025 April, 2025 Growth cycle may be improving despite tariff uncertainty 2 Domestic Indices Last 1 Month CYTD 25 Close (Change) (Change) BSE Sensex TR... -
Snapshot of Valuation Policy - Annexure A
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/common/investment-valuation-policy.pdf...Equity and Equity related securities under lock in period. 2. Added Corporate Debt Repo under Debt & Money Market Securities PM 1.1 Oct 30 2023 Chirag Shah 1. Valuation of “Corporate Debt Market... -
Product Note - HSBC Business Cycles Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c62300b9-3933-4c36-8705-9ca5b932eef8/product-note-hsbc-business-cycles-fund-july-2026.pdf...between various sectors and stocks at different stages of business cycle in the economy The fund has the flexibility to invest across the market capitalization spectrum Within a sector, the fund... -
Debt Market Review - March 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/99f604a4-03e0-43aa-aa23-0526f10c3ae3/debt-market-review-march-2025.pdf...OMO purchase Long tenor VRRs The tariff fears and the uncertainties around its implementation has upended global growth outlook and market sentiments. Rising gold prices, recent fall in Japanese bond... -
Mid-Year Outlook 2024 | HSBC Asset Management
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/mid-year-outlook-2024...Mid-Year Outlook 2024 Playing the Yield Download the Outlook report Watch Outlook Webinar Video ▼ Watch Experts' Views Video ▼ The increasing influence of geopolitical factors on markets signals a... -
Product Note - Multi Asset Active FOF - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c105f896-5f62-4379-8b7f-37d80366dcd6/product-note-multi-asset-active-fof-april-2026.pdf...Fund (13.09%) HSBC Focused Fund (13.05%) HSBC Value Fund (13.14%) • Focus on FM with diverse investment style • Largely a bottom-up approach • Diversified funds offer different market cap... -
Debt Market Review - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3d605715-98f3-4dac-bb77-8f3f995ebf26/debt-market-review-february-2026.pdf...ensure Govt. borrowing goes through. Geo-political risks continue to dictate terms currently and markets will be closely watching how things unfold. 4 Mutual Fund investments are subject to market... -
Schemewise Abridged Annual Report for HSBC Financial Services Fund 2024-2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/75417480-611d-4e23-9dd1-1b21ab1ba426/hsbc-financial-services-fund-ar-25.pdf...GIFT City AIF activity. I. SCHEME PERFORMANCE, MARKET OUTLOOK, AND OPERATIONS OF THE SCHEMES a. Operations and Performance of the Schemes HSBC Financial Services Fund (HFSF) (Sector based Fund - An... -
Notice for change in Base expense ratio - August 12, 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c33d1a59-0d8e-455c-8a4f-2b80ab1edac9/notice-for-change-in-base-expense-ratio-august-12-2026.pdf...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 Express Highway... -
Schemewise Abridged Annual Report for HSBC Global Emerging Markets Fund 2024-2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/70e65f01-1527-4bb1-a5de-99a4b1f48387/hsbc-global-emerging-markets-fund.pdf...non-binding advisory services to the subsidiary. for its GIFT City AIF activity. I. SCHEME PERFORMANCE, MARKET OUTLOOK, AND OPERATIONS OF THE SCHEMES a. Operations and Performance of the Schemes... -
Schemewise Abridged Annual Report for HSBC India Export Opportunities Fund 2024-2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/048dff38-28b8-4c8a-900c-be286760b737/hsbc-india-export-opportunities-fund-ar-25.pdf...its GIFT City AIF activity. I. SCHEME PERFORMANCE, MARKET OUTLOOK, AND OPERATIONS OF THE SCHEMES a. Operations and Performance of the Schemes HSBC India Export Opportunities Fund (‘HIEOF’) (Theme... -
Product Note - HSBC Arbitrage Fund (HATF) - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c9ad1fbe-28ba-44ea-b042-be328faec8d9/product-note-hsbc-arbitrage-fund-hatf-july-2026.pdf...cash and 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 * Investors should consult their... -
Equity Market Review - March 2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/equity-market/equity-market-review-march-2025.pdf...Equity Market Review - March 2025 March, 2025 Equity Market Review 2 Domestic Indices Last 1 Month CYTD 25 Close (Change) (Change) BSE Sensex TR 120211 5.8% -0.8% Nifty 50 TR 35054 6.3... -
One Pager - HSBC Multi Asset Allocation Fund - May 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/73ea43d5-cf1a-4089-999a-06c7d18ed845/one-pager-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... -
CEO speak
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/money-talks-aug-26/ceo-speak...Mutual Fund/MF/046/02/5 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. CL 4293 Error message: There is an error for the controller SidebarLinkList and... -
HSBC Multi Asset Allocation Fund - March 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/43982358-be3c-4b28-8579-c2506ba4993b/hsbc-multi-asset-allocation-fund-march-2025.pdf...companies 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... -
Risk Management Policy 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b8db4036-5492-4ced-bd48-b26045414ff9/risk-management-policy-2026.pdf...to the delivery of fair customer outcomes or to market integrity. Each of us in AMIN has a role in in supporting the delivery of good conduct outcomes for customers and maintaining the orderly and... -
Performance Note - Equity Hybrid Debt Global Funds - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a1553ef8-78cb-4572-841e-fdfa10f9bd9e/performance-note-equity-hybrid-debt-global-funds-july-2026.pdf...HSBC Global Emerging Markets Fund - Regular Plan Total amount invested (₹) 120000 360000 600000 2180000 Inception Date: 17-M ar-08 Market Value as on May 29, 2026 (`) 1,71,868 6,64,153 11,57,316... -
Equity Fund Book - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/31066b72-f349-461b-bbd9-03bd6f1bb6c6/equity-fund-book-april-2026.pdf...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 portfolio to aim to maintain stability Fund approach • To...
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