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Performance Note - Equity Hybrid Debt Global Funds - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0781935e-c82e-47e7-8bd5-45318d6dc4a1/performance-note-equity-hybrid-debt-global-funds-feb-2026.pdf...Focused Fund – Regular Plan& Inception Date: 22-Jul-20 Scheme Name & Benchmarks 1 Year 3 Years 5 Years Since Inception Total amount invested (`) 120000 360000 600000 660000 Market Value as on January 30... -
Product Note - HSBC ELSS Tax Saver Fund (HELF) - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/16ed0134-59c5-4ed7-81be-982f490c62a6/product-note-hsbc-elss-tax-saver-fund-helf-april-2026.pdf...market presents, without any sector/cap bias • No cap bias: It will seek to identify the best stocks at a point in time, regardless of any market cap bias. • The fund focuses on bottom-up stock picking... -
Market & Economy insights
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/money-talks-may-25/market-economy-insights...Share this Market & Economy insights Equity Market Review Despite US tariff related turmoil, equity indices continued to rise strongly in April 2025 with BSE Sensex and NSE Nifty gaining 3.7% / 3.5... -
Fund Lens - HSBC Midcap Fund - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2eb2ebba-a110-4fcb-99d8-d74afcf6b1d7/fund-lens-hsbc-midcap-fund-april-2026.pdf...Turnover (1 year) 1.12 10 The increase in Mid Cap and Large Cap allocation semi-annually has been due to SEBI’s semi-annual revision of market capitalization rather than any active increase in... -
Equity Market Review - March 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fad4f8d8-ad13-47f3-981f-8b15f976805e/equity-market-review-march-2024.pdf...Equity Market Review - March 2024 March, 2024 Equity Market Review Indices 28-Mar 29-Feb % Change % Change % Change 2024 2023 1 Month 1 Year YTD S&P BSE Auto 49,142 46,819 4.96 73.97 16.37... -
One Pager - HSBC Flexi Cap Fund - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/42ae76b3-5183-4fb9-a040-92827a033068/one-pager-hsbc-flexi-cap-fund-april-2026.pdf...Gupta & Mayank Chaturvedi# NIFTY 500 TRI 24 Feb 2004 Rs. 4,724.03 cr. Key Facts Fund Manager Benchmark1 Inception Date AUM& To seek an exposure to any one or all across market capitalisations in... -
Product Note - Multi Asset Active FOF - September 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9ec5596c-2a70-48dc-a9dc-4e14f3ad0a73/product-note-multi-asset-active-fof-september-2025.pdf...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 maturities... -
Focus Five - Fund Booklet - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/4eeb6f87-be01-425d-8234-9ed88abf51ef/focus-five-fund-booklet-january-2026.pdf...opportunities to help reduce volatility and improve overall performance. Asset re-allocation could be undertaken basis changes in a market / asset class outlook of the Fund House. The sector(s)/stock(s... -
Product Note - HSBC Focused Fund (HFOF) - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fe63c2bc-0c4e-49ed-9fa3-ba3e54678d80/product-note-hsbc-focused-fund-hfof-february-2026.pdf...HSBC Focused Fund PUBLIC Product Note HSBC Focused Fund (HFOF) (An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi-Cap)) February 2026 Fund Category Fund... -
One Pager - HSBC Multi Cap Fund - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b7ba499f-47d8-4ba1-a67f-43e29b5b7cfd/one-pager-hsbc-multi-cap-fund-april-2026.pdf...selection using proprietary investment approach Why HSBC Multi Cap Fund? The market capitalisation allocation of assets will be a minimum 25% each in Small, Mid and Large Cap stocks to ensure consistent... -
Global Emerging Markets
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/news-and-insights/global-emerging-markets...in your home market. This thematic diversification may help you tap into high-growth areas in the long term that are reshaping the global economy. Access to Global Brands Many of the world’s most... -
Fund Overview - HSBC Money Market Fund - October 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/873aecd7-84c4-4d46-a924-7a301c986c7f/fund-overview-hsbc-money-market-fund-october-2025.pdf...Fund Overview - HSBC Money Market Fund - October 2025 HSBC Money Market Fund Fund Overview (An open ended debt scheme investing in money market instruments. Relatively low interest rate risk and... -
Scheme Information document for HSBC Gold ETF Fund of Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f52d4ead-f24a-4e62-a6ae-b80438283fd6/sid-hsbc-gold-etf-fund-of-fund.pdf...securities and Money market instruments including Tri Party REPO, and/or units of debt/liquid schemes 0% 5% The cumulative gross exposure through all permissible investments viz. units of HSBC... -
The formula for winning them all
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/infographics/hsbc-mf-the-formula-for-winning-them-all.pdf...Market Capitalization Key Portfolio Metrics Invest now Banks 17.61% Capital Markets 7.36% Automobiles 6.23% IT - Software 5.96% Pharmaceuticals & Biotechnology 5.62% Number of equity stocks 105... -
Fund Lens - HSBC Multi Cap Fund - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3dc4678b-feb2-4227-ba46-68e26861077e/fund-lens-hsbc-multi-cap-fund-february-2026.pdf...Earning growth rates have varied across market cap segments. For instance, Nifty Mid Cap Index earnings growth has been the strongest in recent years. However, Nifty Small Cap Index is expected to see...
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