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Stewardship at HSBC Mutual Fund India | HSBC Asset Management
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/about-us/responsible-investing/stewardship...voting Fund-driven stewardship Supports sustainability objectives where appropriate for selected client portfolios in our sustainable investment product range System stewardship Addresses market-wide and... -
Product Note - Multi Asset Active FOF - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/15729355-1447-4acc-a91f-5434e6cef73f/product-note-multi-asset-active-fof-january-2026.pdf...bottom-up approach • Diversified funds offer different market cap • Equity - divided into 5 different categories managed by 4 distinctive FM Equity “Multiple styles” in 1 fund • Active allocation... -
Product Note - Aggressive Hybrid Active FOF - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/014a7b7e-7798-46bf-af77-bf1a8a9e1ab2/product-note-aggressive-hybrid-active-fof-june-2026.pdf...basket of equity and debt mutual fund schemes and money market instruments. However, there is no assurance that the investment objective of the Scheme will be achieved. Asset Allocation Issuer % to Net... -
Monday Market Flash - December 08, 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/6a73e148-3a11-4f30-8a20-bb2074bc4807/monday-market-flash-december-8-2025.pdf...support to growth and credit- sensitive sectors. Meanwhile, the Federal Reserve-induced rally in global markets lifted risk sentiment abroad, further buoying emerging- market demand. Back home, export... -
Goal Calculator Paid
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/goal-calculator-paid-page...market timing Compounding benefits Aim to beat inflation Instill investment discipline Know More x Starting a Systematic Investment Plan (SIP) can be a wise decision for many reasons. Here are some of the... -
One Pager - HSBC Small Cap Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a6cd9edd-28cf-4890-9e64-b130570319b2/one-pager-hsbc-small-cap-fund-jun-2026.pdf...potential as compared to broader market. The fund seek an exposure in small cap segment stocks for alpha generating opportunities in long run Why HSBC Small Cap Fund? Follows bottom-up stock... -
Two Pagers - HSBC Multi Asset Allocation Fund - December 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/b909ce90-500a-45e3-a225-5d5ade9648b3/two-pagers-hsbc-multi-asset-allocation-fund-december-2025.pdf...Market Securities and Gold / Silver ETFs) December 2025 With an efficient asset allocation HSBC Multi Asset Allocation Fund aims to spread the risk across three major asset classes i.e. Equity, Debt... -
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... -
The Asset as on - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/576d57f7-50a6-4faf-a822-53bb68387391/the-asset-february-2026.pdf...reminder that market movements are rarely smooth. Global headlines and geopolitical developments created volatility across equity markets. India was no exception. However, periods like these are not unusual... -
Product Note - HSBC Gold ETF - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fc15284e-ef2a-4cfd-8e10-5fda7879183e/product-note-hsbc-gold-etf-july-2026.pdf...Transparent Transparent (market traded prices) May not be guaranteed or Rate availability at longer intervals Demat Account Not required Required Not required Liquidity High High High but may subject to... -
Global Market Tracker - Dec 1, 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fbf321bf-2081-4607-a55a-fe15a18b0c14/global-market-tracker-dec-1-2025.pdf...Global Market Tracker - Dec 1, 2025 PUBLIC ▪ ▪ ▪ ▪ ▪ ▪ DMs Nov-25 W-o-W chg (%) M-o-M chg (%) 3 Mnth chg (%) 6 Mnth chg (%) Y-o-Y chg (%) US 6,849 4.7 0.1 6.0 15.9 13.5 UK 9,721 1.9 0.0... -
Monday Market Flash - December 01, 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/727e861c-c5b4-47cd-94dd-0eae551de24a/monday-market-flash-december-1-2025.pdf...Monday Market Flash - December 01, 2025 December 01, 2025 Market Flash Market Flash December 01, 2025 Indian stock markets were ruling higher on Monday, December 1, with the benchmark indices... -
One Pager - HSBC Multi Asset Allocation Fund - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1839af00-521c-4ca8-a2e6-cde20abc4429/one-pager-hsbc-multi-asset-allocation-fund-february-2026.pdfOne Pager - HSBC Multi Asset Allocation Fund - February 2026 -
Annexure B - Investment Valuation Policy
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/common/water-fall-approach.pdf...Annexure B - Investment Valuation Policy PUBLIC Annexure B WATERFALL APPROACH FOR VALUATION OF TRADED AND NON-TRADED MONEY MARKET AND DEBT SECURITIES AMFI, vide its best practice circular... -
The Asset as on - July 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/437a715e-7386-4fd1-9ed8-50db3f8e7022/the-asset-july-2025.pdf...Indices Domestic Last 1 Month CYTD 2025 Indices Close (Change) (Change) Tari� uncertainty reaches Indian shores Equity Market Update & Outlook: • Indian equity indices saw a correction in Jul’25... -
Portfolio Overlap disclosure July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/94f706b7-5702-4820-b8e9-7a369c7aae96/portfolio-overlap-disclosure-july-2026.xlsx...Money Market Fund HSBC Overnight Fund HSBC Short Duration Fund HSBC Ultra Short Duration Fund HSBC Banking and PSU Debt Fund - 18% 4% 12% 6% 0% 5% 13% 9% 3% 0% 36% 5% HSBC Corporate Bond Fund 18% - 3% 2... -
Product Note - HSBC ELSS Tax Saver Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/097d8a76-596c-447d-9b53-29bffa8ebfd2/product-note-hsbc-elss-tax-saver-fund-july-2026.pdf...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 create a corpus through generating... -
Product Note - HSBC Business Cycles Fund (HBCF) - November 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/297eb07a-29ca-498f-8f5d-6e1d1b74f05a/product-note-hsbc-business-cycles-fund-hbcf-november-2025.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...
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