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Product Note - HSBC Arbitrage Fund (HATF) - December 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/70167540-e049-4c9e-8d37-5b3db15a4cb4/product-note-hsbc-arbitrage-fund-hatf-december-2025.pdf...in arbitrage opportunities in the cash and derivatives segments of the equity markets; and debt and money market instrument. As per AMFI Tier I Benchmark i.e. Benchmark Index: Nifty 50 Arbitrage... -
Product Note - HSBC Focused Fund (HFOF) - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/99b84890-ae9d-4df7-928b-e6ebad7a386b/hsbc-focused-fund-jan-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)) January 2026 Fund Category Fund... -
Monday Market Flash - June 3, 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2eabf085-6742-4d00-b61e-7a1152ec68dd/monday-market-flash-june-3-2024.pdf...Monday Market Flash - June 03 2024 June 03, 2024 Market Flash 1 Market Flash June 03, 2024 Sensex, Nifty hit lifetime high; Nifty PSU Bank index up 5% Markets have rallied in the opening... -
History Repeats Itself - January 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0bcfd63d-276f-45cc-9342-a493f838e460/history-repeats-itself-january-2025.pdf...part of equity markets and currently we are going through one such market correction phase. Equity markets were considered overvalued on a parameters such as Price to Earnings (PE) basis from last few... -
Notice cum addendum - Introduction of Additional OPAT via the Open Network for Digital Commerce
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e2738d93-efc0-4e47-ac36-b15fdc966f5c/march-24-2026-notice-cum-addendum-introduction-of-additional-opat-via-the-open-network-for-digital-commerce-1.pdfHSBCMF -
Product Note - HSBC CRISIL IBX 5050 Gilt Plus SDL Apr 2028 Index Fund - March 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/014cdf66-0d2b-4c5f-9c54-fe0630e7a680/hsbc-crisil-ibx-5050-gilt-plus-sdl-apr-2028-index-fund-mar-2026.pdf...Indices. HSBC Asset Management (India) Private Limited This document has been prepared by HSBC Mutual Fund for information purposes only with an intent to provide market overview and should not be... -
debt-market-review-june-2025
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/mutual-funds/debt-market/debt-market-review-june-2025.pdf...Debt Market Review - June 2025 1 Bountiful rains for India in this deluge of global uncertainty June, 2025 2PUBLIC A few silver linings emerged, esp. the ceasefire agreement by Israel-Iran as... -
Investing Basics
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/money-talks-dec-25/investing-basics...tend to stop their SIP investments out of fear of short-term losses. But these may actually be opportunities in disguise. By missing even a few days in the market, you could lose a lot over the long term... -
Goal Calculator Paid
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/goal-calculator-paid-page...investment plan known as Systematic Investment Plan (SIP) allows you to invest a fixed amount in mutual funds at regular intervals. Benefits of an SIP? Rupee-cost averaging No need for market timing... -
Equity Market Review - July 2023
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/79320d0b-7db2-4d21-97bf-444d8d08efef/equity-market-review-july-2023.pdf...Equity Market Review - July 2023 Equity Market Review July, 2023 • Indian markets continued their upward climb run in July as FII inflows remain strong. This was supported by a global equity... -
Product Note - HSBC Balanced Advantage Fund (HBAF) - September 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/79dc3bc1-c334-42af-8ee3-e0b7ac3d742a/product-notehsbc-balanced-advantage-fund-hbaf-september-2025.pdf...volatility • The Fund helps in systematically managing equity allocation based on valuations and keep emotions away from asset allocation decisions • History suggests that sharp corrections in the market... -
Debt Market Review - December 2023
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9f88040a-8b64-4bb6-ae1c-7e46d2adc3ab/debt-market-review-december-2023.pdf...Debt Market Review -December 2023 1 Debt Market Review December, 2023 2 2024 is starting off on a good note for fixed income markets the world over, and also here in India. In the US, bond... -
Debt Fund Book - September 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e480356a-e4f2-409e-8d28-5f8c3fd29b00/debt-fund-book-sep-2025.pdf...changes in a market / asset class outlook of the Fund House. The Fund will aim to take diversified approach and invest across different diversified funds having different investment style. Fund Approach... -
Product Note - HSBC Aggressive Hybrid Fund (HAHF) - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/c934ab8f-5298-4cdf-bd1e-6a5c1be9607e/product-note-hsbc-aggressive-hybrid-fund-hahf-january-2026.pdf...Ratios (Annualized)6 – Regular7: 1.86%, Direct: 0.82% Portfolio Classification By Market Segment Class (%) 40.20% 25.27% 22.05% 12.48% Large Cap Debt Mid Cap Small Cap https... -
One Pager - HSBC Small Cap Fund - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/f2db9621-5b28-41c5-8145-2ca2d4ee2b29/one-pager-hsbc-small-cap-jan-2026.pdf...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 selection using our... -
Letter to Unitholder HTSEF and HFCP
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/1b14fcce-eb70-4e9e-8c71-bcd2ca056135/letter-to-unitholder-htsef-and-hfcp.pdf...regulatory requirement of one scheme per category. • Similar Investment strategy and market cap structure : Both HSBC Tax saver Equity Fund and HSBC Flexi cap Fund follows a flexi cap approach with... -
HSBC CKYC Individual Form with FATCA-EDITABLE
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/709e7922-92aa-45c0-98ce-57702b90c7a8/ckyc-individual-form-editable.pdf...HSBC KYC Form - Individual_Editable Important Instructions: A. Fields marked with ‘*’ are mandatory fields. B. Tick ‘’ wherever applicable. C. Please fill the form in English and BLOCK... -
Product Note - HSBC Equity Savings Fund (HESF) - December 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/3699c028-6a7f-4bcc-a335-78005426d128/product-note-hsbc-equity-savings-fund-hesf-december-2025.pdf...Classification By Market Segment Class (%) HSBC Equity Savings Fund (HESF) | Product Note [December 2025] Past performance may or may not be sustained in future and is not a guarantee of any future returns...
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