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Industry news
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/money-talks-mar-26/industry-news...know AMFI Data Feb 2026: MFs buck trend with 8 per cent jump; Gold and Silver ETF inflows plunge up to 78 per cent - Check full data Equity Mutual Fund Inflows Rise In Feb As Earnings Outlook Improves... -
Product Note - HSBC Consumption Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/cb25d6c2-eacb-490d-95a3-8da74765050f/product-note-hsbc-consumption-fund-august-2026.pdfProduct Note - HSBC Consumption Fund - August 2026, HSBC Mutual Fund -
Product Note - HSBC Medium to Long Term Fund (HMLTF) - September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/261bec8d-a9c5-45b0-8512-cdb016902b7a/product-note-hsbc-medium-to-long-term-fund-hmltf-september-2026.pdf...soften while also reducing risks in an uncertain environment • Investments in a liquid portfolio to enable positioning changes based on evolving market scenario Month End Base Expenses Ratios... -
Product Note - HSBC Small Cap Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/7882f0ac-a824-41af-b503-d26b2b5fd606/product-note-hsbc-small-cap-fund-july-2026.pdf...profit growth potential as compared to broader market. The fund seek an exposure in small cap segment stocks for alpha generating opportunities in long run Follows bottom-up stock selection... -
Product Note - HSBC Mid Cap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ba0eaa1f-edd5-4044-ab74-1260819e229c/product-note-hsbc-mid-cap-fund-august-2026.pdfProduct Note - HSBC Mid Cap Fund - August 2026, HSBC Mutual Fund -
Equity Market Review - August 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1197e398-2242-4904-9ce0-222acfc2fde5/equity-market-review-august-2024.pdf...high valuations currently 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... -
Two Pagers - HSBC Multi Asset Allocation Fund - March 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/416ff41c-3379-480f-88f9-ba5e81b11196/two-pagers-hsbc-multi-asset-allocation-fund-march-2026.pdfTwo Pagers - HSBC Multi Asset Allocation Fund - March 2026, HSBC Mutual Fund -
Asian Fixed Income Strategy
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/asian-fixed-income-strategy...economies. At HSBC Asset Management, we have been investing in Asian fixed income markets throughout various market cycles for nearly 25 years. Our award winning Asian fixed income team continues to stay... -
HSBC Multi Scheme SIP Combo - Editable
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/12c56664-d124-40fb-bb65-341887ada668/hsbc-multi-scheme-sip-combo-editable.pdf...Growth* IDCW Payout @ IDCW Reinvest- ment # @ Amount HSBC Business Cycles Fund r HSBC Large & Mid Cap Fund r HSBC Infrastructure Fund r MARKET CAP SIP COMBO Regular Direct Growth* IDCW Payout... -
Global Markets Tracker - May 12, 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9fb2213f-5d11-4259-bba8-20f56b80d994/global-markets-tracker-may-12-2026.pdf...Global Markets Tracker - May 12 2026 PUBLIC ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ DMs Apr-26 Current Levels W-o-W chg (%) M-o-M chg (%) 3 Mnth chg (%) 6 Mnth chg (%) Y-o-Y chg (%) US 7,209 7,399 0.6 10.4 3.9... -
Equity Market Review - September 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/141c4cf9-ef30-4094-9ce2-2831163dbb75/equity-market-review-sep-2024.pdf...remain 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... -
Product Note - HSBC Equity Savings Fund (HESF) - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ac4f2640-1202-4afd-8e4d-a7a3e9985399/product-note-hsbc-equity-savings-fund-hesf-july-2026.pdf...Information Document. Investment predominantly in arbitrage opportunities in the cash and derivatives segments of the equity markets; and debt and money market instruments Key Facts Fund Manager Cheenu... -
Product Note - HSBC Financial Services - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f49bf8b7-e18f-4829-80b3-6ae1ece04e41/product-note-hsbc-financial-services-august-2026.pdfProduct Note - HSBC Financial Services - August 2026, HSBC Mutual Fund -
Product Note - HSBC Large and Mid Cap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9a31ee6a-8135-4e97-9b3a-68d4d686c170/product-note-hsbc-large-and-mid-cap-fund-august-2026.pdf...Deviation 18.15% Sharpe Ratio 5 0.69 Beta 1.01 R2 0.81% Market Capitalisation Month End Base Expenses Ratios (Annualized)6 46.30%Plan Base Expense Ratio (BER) Large Cap ar7 Mid Cap 37.31% Regul 1.59... -
Fund Lens - HSBC Focused Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f2b67faa-2134-45b7-8a62-b06c279efccf/fund-lens-hsbc-focused-fund-july-2026.pdf...bottom-up stock selection with top-down view Blend style with bias towards growth Sizing of bets is based on conviction and opportunity Market cap agnostic Source - HSBC Mutual Fund, Data as of... -
Fund Lens - HSBC Flexi Cap Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2e21e797-715d-4425-9095-91dbbb78f1c8/fund-lens-hsbc-flexi-cap-fund-july-2026.pdf...through 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... -
HSBC Large and Mid Cap Fund Deck - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/d8249796-bc45-4c36-9188-59963f40a126/hsbc-large-and-mid-cap-fund-deck-july-2026.pdf...Challengers All weather category •These funds need to keep minimum allocation of 35% to Large Cap stocks (Top 100 stocks by market cap) and minimum 35% to Mid Cap stocks (100-250 stocks). •An optimum... -
Debt Market Review - Feb 2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/debt-market/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... -
Recategorisation of Equity schemes
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ae4e716b-0f81-4483-824b-e5b4c2b14d96/recategorisation-of-equity-schemes.pdf...across market caps (i.e Multi cap). An open-ended equity scheme investing in maximum 30 stocks (i.e. Multi cap) 2. How will the scheme allocate its asset? Under normal circumstances, it is...
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