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Debt Market Review - July 2024
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/debt-market/debt-market-review-july-2024.pdf...Debt Market Review - July 2024 1 Debt Market Review July, 2024 2 Stage set for a rate easing cycle across economies… July remained an eventful month, both globally and for domestic markets... -
The Asset as on - December 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/147cb81f-5597-4038-b1ee-d68a49fbb81b/the-asset-december-2025.pdf...factors underscore the role of domestic fundamentals in anchoring market stability during periods of global volatility. Looking ahead to 2026, the outlook for Indian markets appears balanced and... -
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... -
HSBC Multi Cap Fund | Invest Across Market Caps | Built for Long-term Growth
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/hsbc-multi-cap-fund-teen-tigda-kaam-tagda...Multi Cap Fund as a smart, balanced choice for long-term investors where three distinct market capitalisations come together with intent and clarity, working cohesively to support portfolio stability and... -
HSBC Arbitrage Fund Note - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/87442d87-ebac-4433-a968-0b0823145aaf/hsbc-arbitrage-fund-note-january-2026.pdf...earnings season marked by weak consumption demand could cap the bullish sentiment in the markets going into the next month. Market Actions & Overview • Markets saw a sharp reversal from the third week... -
Fund Infographic - HSBC Multicap Fund 1
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/common/hsbc-multicap-fund-finding-opportunities-across-market-caps.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... -
Product Note - Multi Asset Active FOF - November 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/419d540c-97b4-46e9-a9bb-71e83ec60691/product-note-multi-asset-active-fof-november-2025.pdf...offer 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... -
One Pager - HSBC Multi Cap Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e6a4f9e1-211c-4f76-bb6f-1dd8eec2e2ad/one-pager-hsbc-multi-cap-fund-jun-2026.pdf...bottom-up stock 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... -
Monday Market Flash - Oct 20, 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/196d2217-f7f5-4cf9-8723-770fefc9bfe7/monday-market-flash-october-20-2025.pdf...Monday Market Flash - Oct 20, 2025 October 20, 2025 Market Flash Market Flash October 20, 2025 Indian stock markets saw strong surge on Dalal Street, on the occasion of Diwali 2025, as... -
Disclosure of Risk Parameters - May 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9af31509-520f-496f-b882-c199283c7d7f/disclosure-of-risk-parameters-may-26.pdf...volatility — or systemic risk — of a security or portfolio compared to the market as a whole (usually the broad market index such as BSE- 500 or NSE-500). Stocks with betas higher than 1.0 can be interpreted... -
One Pager - HSBC Multi Asset Allocation Fund - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/669f4c2e-aa02-4c9d-85a6-c43c7a0737f8/one-pager-hsbc-multi-asset-allocation-jan-2026.pdfOne Pager - HSBC Multi Asset Allocation Fund - January 2026, HSBC Asset Management -
Disclosure of empanelment details
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1555a4fa-6da0-4313-9bb3-e40ec856ec2c/disclosure-of-empanelment-details.xlsb...Advisory Services Ltd 27-Aug-25 26-Aug-28 380015 Ahmedabad 13-Aug-25 12-Aug-28 ARN-2386 KJMC Capital Market Services Ltd 9-Apr-25 8-Apr-28 400021 Mumbai ARN-0941 Premin Securities 23-Jan-25 23-Jan-28... -
Product Note - HSBC CRISIL IBX 5050 Gilt Plus SDL Apr 2028 Index Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e485d669-5b9c-4a13-a4be-bdaee610dae8/product-note-hsbc-crisilibx-5050-gilt-plus-sdl-apr-2028-index-fund-june-2026.pdf...provide market overview and should not be construed as an offer or solicitation of an offer for purchase of any of the funds of HSBC Mutual Fund. All information contained in this document (including that... -
Product Note - HSBC Value Fund (HVAF) - April 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/5e89f4c3-4727-4ef3-842d-1129776f32f3/product-note-hsbc-value-fund-hvaf-april-2026.pdf...returns • Value style (Market price < Intrinsic value of stock) and Bottom-up approach with aim to invest across market caps and sectors • Focus on identifying valuation anomalies versus the economic... -
Volatility, Geopolitics and case for Staying Invested
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/blog/volatility-geopolitics-and-case-for-staying-invested.pdf...significant portion of its crude oil requirements, such developments tend to have a direct impact on investor sentiment and market movements. As of 19 March 2026, Indian equity markets witnessed a sharp sell... -
Scheme Specific Disclosures
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/480158fd-accb-4308-bbd5-0471a9fe498b/scheme-specific-disclosures.pdf...circumstances leading to a systemic crisis or event that severely constricts market liquidity or the efficient functioning of markets such as: a) Liquidity issues in the market at large. b) Market failures... -
HSBC Purchase, Redemption and Switch Form_Editable
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/01378f88-dfa7-441f-9a94-3a808879cf28/hsbc-purchase-redemption-and-switch-form-editable.pdf...schemes of HSBC Mutual Fund has been revised to ‘Income Distribution cum Capital Withdrawal Option’ (IDCW), w.e.f. April 1, 2021. Mutual Fund investments are subject to market risks, read all scheme... -
Key Information Memorandum and Application form for HSBC Gold ETF Fund of Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/dfa37dce-d0d9-497f-8911-5e10c17fb01c/hsbc-gold-etf-fof-kim-and-form.pdf...debt or money market securities / Funds. The Scheme will remain invested in the underlying scheme regardless of the prevailing gold price or future outlook for this asset class. Though every endeavor...
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