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Fund Lens - HSBC Flexi Cap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/80227892-2ab3-4b49-860c-3c16d049956c/fund-lens-hsbc-flexi-cap-fund-aug-2026.pdf...unexplored and under - owned Small Cap businesses Flexi allocation strategy - Fund can go overweight on equity and within equity on certain market caps in a relatively favorable market cycle or invest in... -
Product Note - HSBC Business Cycles Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/bc06e7ef-bf0c-4f82-9bd7-c271dc1ea9f5/product-note-hsbc-business-cycles-fund-august-2026.pdf...business cycle in the economy ___ The fund has the flexibility to invest across the market capitalization spectrum ttttt... -
Equity Market Review - Dec 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f007556f-8774-4da3-8d3c-2b2815b961a4/equity-market-review-dec-2024.pdf...Equity Market Review - Dec 2024 December, 2024 Equity Market Review 2 Domestic Indices Last 1 Month CYTD 24 Close (Change) (Change) BSE Sensex TR 1,21,164 -2.1% 9.5% Nifty 50 TR 35,156... -
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 Liquid Fund 2024-2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2526e68b-e4ba-4e10-a6f1-f22349fab252/hsbc-liquid-fund-ar-25.pdf...activity. I. SCHEME PERFORMANCE, MARKET OUTLOOK, AND OPERATIONS OF THE SCHEMES a. Operations and Performance of the Schemes HSBC Liquid Fund (‘HLF’) (Liquid Fund - An open-ended Liquid Scheme. Relatively... -
Portfolio Overlap disclosure Sep 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f8135ade-2930-42fa-a73e-95bce340c243/portfolio-overlap-disclosure-sep-2026.xlsx...HSBC Money Market Fund HSBC Overnight Fund HSBC Short Duration Fund HSBC Ultra Short Duration Fund HSBC Banking and PSU Debt Fund 0% 15% 4% 10% 4% 1% 3% 23% 9% 6% 2% 29% 5% HSBC Corporate Bond Fund... -
Equity Market Review - Nov 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/109fdd68-0855-424a-97ad-6efbbce86dfa/equity-market-review-nov-2024.pdf...constructive on Indian equities supported by the more robust medium term growth outlook we would caution against high return expectations. We see the following positives for the Indian market: Government... -
HSBC Multi Asset Allocation Fund - August 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/01d84dec-f338-4032-af9b-8d76c1a23488/hsbc-multi-asset-allocation-fund-aug-2024.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... -
Product Note - HSBC ELSS Tax Saver Fund - September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e3a2b470-0062-4666-86cd-67b2ff88fef9/product-note-hsbc-elss-tax-saver-fund-september-2026.pdf...stages of business cycle in the economy The fund aims to save taxes under Section 80C of Income Tax Act* The fund has a proven long-term track record across various time periods / market cycles Aims to... -
Disclosure of Risk Parameters - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/bb98ae07-36c1-4605-8785-8cffe51a7998/disclosure-of-risk-parameters-jul-26.pdf...is the risk-reward measurement that informs investors how sensitive their portfolio is to m arket changes. The market benchmark index i s considered as 1.0, and for the lowest... -
Corporate Deck - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/367ad50a-0292-46e8-80cc-347119e37524/corporate-deck-july-2026.pdf...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 financial advisers if in... -
Global Navigator - May 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/99c05d15-30cd-4b02-bdab-ef1f747bba65/global-navigator-may-2024.pdf...the high valuations currently prevailing in the equity market. • Constructive on Indian equities supported by the more robust medium term growth outlook we would caution against high return... -
Debt Market Review - Feb 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/518047fb-4ee4-4a55-b119-a074fd50de61/debt-market-review-feb-2025.pdf...Debt Market Review - Feb 2025 1 The Triveni Sangam February, 2025 Budget, Monetary Policy and RBI Liquidity Measures… 2PUBLIC RBI liquidity measures were at the forefront Cash usage & FX... -
Product Note - HSBC Infrastructure Fund - September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/299ce86b-c1c7-4b94-85f8-8deeb98b0bb3/product-note-hsbc-infrastructure-fund-september-2026.pdf...thematic fund primarily investing in Infrastructure companies It’s a flexi-cap strategy with a flexibility to invest across the market capitalization spectrum Fund mostly follows bottom-up approach for... -
Product Note - HSBC Gold ETF - September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/87d0e7ec-b3cf-45a1-af43-5a4be379c85a/product-note-hsbc-gold-etf-september-2026.pdfProduct Note - HSBC Gold ETF - September 2026, HSBC Mutual Fund -
Product Note - HSBC Conservative Hybrid Fund (HCHF) - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ae24eff5-a0ab-4521-b693-afaa659d2349/product-note-hsbc-conservative-hybrid-fund-hchf-august-2026.pdf...NA / NIL Why HSBC Conservative Hybrid Fund? • The Scheme shall invest in debt and money market instruments and would seek to generate regular returns • The scheme may also invest in equity and equity... -
Performance Note - Equity Hybrid Debt Global Funds - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ee96d7fc-db54-4414-8f77-88f78ea88e0e/performance-note-equity-hybrid-debt-global-funds-august-2026.pdf...Inception Total amount invested (`) 120000 360000 600000 720000 Market Value as on July 31, 2026 (`) 1,27,740 4,17,892 8,18,330 10,70,830 Scheme Returns (%) 12.23 9.94 12.38 13.11 Nifty 500 TRI... -
Equity Market Review - Jan 2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/equity-market/equity-market-review-jan-2025.pdf...Equity Market Review - Jan 2025 January, 2025 Equity Market Review 2 Domestic Indices Last 1 Month CYTD 25 Close (Change) (Change) BSE Sensex TR 1,20,221 -0.8% -0.8% Nifty 50 TR 34,998... -
SIF Product deck
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/abeb1f3a-4a0e-45a8-8781-7f83ca37adfa/sif-product-deck.pdf...Product gap in the market today Overall landscape of fixed income investing - Pre and Post Tax returns Source: HSBC Asset Management India. CRF - Credit Risk Fund. Past performance may or may not be... -
2025 - Recap Equities Infographics
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/04bf9db5-c3b2-4858-bde4-e4e2e2c1e3fb/2025-recap-equities-infographics.pdf...Fund investments are subject to market risks, read all scheme related documents carefully. Note: Views provided above are based on information in public domain and subject to change. Investors are...
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