HSBC Mutual Fund

As of 31 Aug 2023, fund size of HSBC Value Fund is 11,238.98 Cr.

The average category Returns for Value funds under Equity class are 17.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

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HSBC Value 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 Cap Equity Fund is 1,706.01 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HSBC Large Cap Equity Fund has given 11.54% annualized return for the last 3 years. The funds SIP returns during the same period is 12.46%

HSBC Large 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 Balanced Advantage Fund is 1,398.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

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At present HSBC Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Business Cycles Fund is 741.89 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC Business Cycles Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Infrastructure Fund is 2,202.23 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC Infrastructure 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 Value Fund is 11,238.98 Cr.

The average category Returns for Value funds under Equity class are 17.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

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HSBC Value 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 Cap Equity Fund is 1,706.01 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HSBC Large Cap Equity Fund has given 11.54% annualized return for the last 3 years. The funds SIP returns during the same period is 12.46%

HSBC Large 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 Balanced Advantage Fund is 1,398.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

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At present HSBC Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Business Cycles Fund is 741.89 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC Business Cycles Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Infrastructure Fund is 2,202.23 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC Infrastructure 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.