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Debt Market Review - March 2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/debt-market/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... -
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) - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1de9c893-3bf8-4973-91c7-0c89eca955df/product-note-hsbc-arbitrage-fund-hatf-august-2026.pdf...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 financial advisers if in doubt about... -
Global Navigator - Sep 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/90bc4db0-0a04-4970-bc66-c626a3bcee43/global-navigator-hsbc-mf-september-2024.pdf...PUBLIC Equity Market Review • The BSE Healthcare sector was the top gainer for the month, surging by 6.6% on expectations of a strong growth outlook and improved margins. Source: CRISIL, NSDL, NSE... -
Equity Fund Book - May 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f9cb9503-892f-4869-b533-480d732a5d09/equity-fund-book-may-2026.pdf...towards growth • Follows bottom-up stock selection with top-down view • It follows robust risk management practice to manage and mitigate risks, especially the ones specific to midcap segment of the market... -
Dividend Declaration in various schemes
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0a223732-0ee3-4fe5-bd45-5ee11f2d4df1/dividend-declaration-in-various-schemes-21-october-2026.pdf...Signatory Mumbai, October 21, 2026 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... -
Product Note - Multi Asset Active FOF - May 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/01960373-088e-4753-bfe7-2956f5ad5c51/product-note-multi-asset-active-fof-may-2026.pdf...offer different market cap • Equity - divided into 5 different categories managed by 4 distinctive FM Equity “Multiple styles” in 1 fund • Active allocation across debt fund categories across... -
Global Navigator - June 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0e641e9e-40a2-4a84-8cfe-78e1e6bf46e1/global-navigator-june-2024.pdf...v e r IN R C r. Movement of 10 Year Gilt Benchmark Turnover INR in Cr Semi Annualised Closing Yield 30 PUBLIC Debt Market Outlook • US markets are now pricing in a 60% probability of a... -
One Pager - HSBC Multi Asset Allocation Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e0aa3ae9-759c-483c-8327-c4a34aa99254/one-pager-hsbc-multi-asset-allocation-fund-jun-2026.pdfOne Pager - HSBC Multi Asset Allocation Fund - June 2026, HSBC Mutual Fund -
debt-market-review-august-2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/debt-market/debt-market-review-august-2025.pdf...CPI: Consumer Price Index MPC: Monetary Policy Committee RBI: Reserve Bank of India OMO: Open Market Operations FII: Foreign Institutional Investors AEs: Advanced Economies EM: Emerging Markets... -
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... -
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... -
HSBC Multi Asset Allocation Fund - December 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f7d93908-7436-4eff-a0d6-7563828934dd/product-note-hsbc-multi-asset-allocation-fund-dec-2024.pdf...market / asset class outlook of the Fund House • Approach: Blended – • Focus on the short to medium end of the curve • Focus on the short to medium end of the curve Arbitrage • In certain... -
Global Navigator - July 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a154dbaa-ea98-4e1c-be4f-85b5783682c4/global-navigator-hsbc-mf-july-2024.pdf...prevailing in the equity market. While we remain constructive on Indian equities supported by the more robust medium-term growth outlook we would caution against high return expectations. Equity Market... -
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...
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