HSBC Mutual Fund

As of 31 Aug 2023, fund size of HSBC Small Cap Fund is 13,980.75 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

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HSBC Small Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Large & Mid Cap Equity Fund is 2,692.75 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

HSBC Large & Mid Cap Equity Fund has given 14.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.23%

HSBC Large & Mid Cap Equity Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Midcap Fund is 9,466.69 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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HSBC Midcap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Focused Fund is 1,573.05 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

HSBC Focused Fund has given 11.88% annualized return for the last 3 years. The funds SIP returns during the same period is 12.32%

At present HSBC Focused Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Regular Savings Fund is 111.55 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Regular Savings Fund has given 7.61% annualized return for the last 3 years. The funds SIP returns during the same period is 9.03%

At present HSBC Regular Savings Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Equity Savings Fund is 221.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

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At present HSBC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Aggressive Hybrid Fund is 5,157.17 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

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HSBC Aggressive Hybrid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC ELSS Tax Saver Fund is 3,643.9 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

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HSBC ELSS Tax Saver Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Small Cap Fund is 13,980.75 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

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HSBC Small Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Large & Mid Cap Equity Fund is 2,692.75 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

HSBC Large & Mid Cap Equity Fund has given 14.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.23%

HSBC Large & Mid Cap Equity Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Midcap Fund is 9,466.69 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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HSBC Midcap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC Focused Fund is 1,573.05 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

HSBC Focused Fund has given 11.88% annualized return for the last 3 years. The funds SIP returns during the same period is 12.32%

At present HSBC Focused Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Regular Savings Fund is 111.55 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Regular Savings Fund has given 7.61% annualized return for the last 3 years. The funds SIP returns during the same period is 9.03%

At present HSBC Regular Savings Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Equity Savings Fund is 221.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

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At present HSBC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Aggressive Hybrid Fund is 5,157.17 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

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HSBC Aggressive Hybrid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of HSBC ELSS Tax Saver Fund is 3,643.9 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

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HSBC ELSS Tax Saver Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.