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HSBC Multi Asset Allocation Fund - September 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b4af7789-cc37-48a5-a3d9-d14b3a04f201/hsbc-multi-asset-allocation-fund-sep-2024.pdf...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 market... -
Product Note - HSBC Business Cycles Fund (HBCF) - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fde77bbc-7414-414e-8747-3812bf2a86c0/product-note-hsbc-business-cycles-fund-hbcf-february-2026.pdf...performance of each sector that largely drives the performance of equity market. Thus, timely selection of the prospective sectors that could benefit in different market cycles may provide great opportunity... -
Equity Market Review - June 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0cecb788-692d-4e29-83c1-9f211d72f871/equity-market-review-june-2024.pdf...Equity Market Review - June 2024 June, 2024 Equity Market Review Indices 28-Jun 31-May % Change % Change % Change 2024 2023 1 Month 1 Year YTD BSE Auto 57,293 53,026 8.05 64.07 35.67 BSE... -
Liquidity Deck - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/438be17d-406d-4295-bd84-003607e42fe3/liquidity-deck-june-2026.pdf...Mutual Fund Regulatory Landscape - changes have led to significant industry de-risking • Introduction of Marked to Market on all securities more than 1 day residual maturity Introduction of graded exit... -
HSBC ELSS Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c911eb02-f496-4d91-9cf6-513f33bcff90/ssd13367-hsbc-elss-fund.pdf...invest in money market instruments. 9 Stated Asset Allocation Equity and equity related securities:80% TO 100% Money market instruments and other liquid instruments : 0% TO 20% Units issued by InvITs: 0... -
Disclosure of group companies as on 30 September 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/24e8083b-a03d-4910-8171-d299f2355912/disclosure-of-group-companies-as-on-30-september-2026.pdf...Disclosure of Group Companies, of HSBC Asset Management (India) Private Limited (‘AMC’) a nd HSBC Securities and Capital Markets (India) Private Limited (‘Sponsor’), as on 30 September 2... -
HSBC Asset Management
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/videos-and-webinars/hsbc-am-hero-brand-film-2025-in...primarily reflect individual clients' objectives, risk preferences, time horizon, and market liquidity. Foreign and emerging markets. Investments in foreign markets involve risks such as currency rate... -
Fund Lens - HSBC Business Cycles Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1c186edd-9512-44ea-b29f-c2582a289de4/fund-lens-hsbc-business-cycles-fund-july-2026.pdf...swayed by short term movements in the market • Decisions based on forward looking business/ market parameters Source - HSBC Mutual Fund, Data as on 30 June 2026, * Since inception - 20 Aug 14 1 As per... -
HSBC Medium Term Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c3cbbb3b-c1e4-49ea-8a3c-87c0d2d0b5df/ssd13472-hsbc-medium-term-fund.pdf...date) BIII 8 Description, Objective of the scheme To seek to generate income by investing primarily in debt and money market securities.There is no assurance that the objective of the Scheme will be... -
Product Note - HSBC Focused Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c52b29be-d8b5-42ca-a24b-b48a3c075647/product-note-hsbc-focused-fund-july-2026.pdf...heights Product Note HSBC Focused Fund (An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi Cap) July 2026 with great focus. 16.29% CAGR since inception* 2... -
Fund Lens - HSBC Midcap Fund - August 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b25ab302-4d8b-4fab-b65f-17661c36ff5e/fund-lens-hsbc-midcap-fund-august-2026.pdf...return ratios across various cycles Good execution, gaining market share Better products/operating metrics Agile management Turnarounds - cyclical, change in management Themes – Import substitution... -
HSBC Income Plus Arbitrage Active FOF
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3b1f415b-8dd9-4d05-b0ae-c67ffae1545b/ssd-hsbc-income-plus-arbitrage-active-fof.pdf...debt-oriented and arbitrage schemes and money market instruments. 9 Stated Asset Allocation Under normal circumstances, it is anticipated that the asset allocation of the Scheme will be as follows... -
HSBC Multi Cap Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/98b9813c-e9e5-4a46-b88a-6d3f3760bc8b/ssd13524-multi-cap-fund.pdf...Description, Objective of the scheme The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market... -
HSBC Conservative Hybrid Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/bdeb557e-5dc7-4da1-8060-abe7c973deb9/ssd13258-conservative-fund.pdf...and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation. However, there can be no assurance or guarantee... -
HSBC Aggressive Hybrid Active FOF
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f475f7de-b3cb-44ea-b2cc-34d9392f110d/ssd-hsbc-aggressive-hybrid-active-fof.pdf...active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments. 9 Stated Asset Allocation Under normal circumstances, it is anticipated that the asset... -
HSBC Corporate Bond Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/55e23651-4f6d-4590-9e80-6e69f3d94cbe/ssd12148-corporate-bond-fund.pdf...investing predominantly in AA+ and above rated debt and money market instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any... -
HSBC Multi Asset Allocation Fund - April 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/7d961e19-8241-4c5a-83be-25212e4ab6a6/hsbc-multi-asset-allocation-fund-april-2024.pdf...of 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...
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