HSBC Mutual Fund

As of 31 Jan 2024, fund size of HSBC Value Fund is 11,238.98 Cr.

The average category Returns for Value funds under Equity class are 28.62% 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 Jan 2024, 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 21.48% 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 13.89% annualized return for the last 3 years. The funds SIP returns during the same period is 20.09%

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 Jan 2024, fund size of HSBC Aggressive Hybrid Fund is 5,157.17 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% 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 Jan 2024, fund size of HSBC ELSS Tax Saver Fund is 3,643.9 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% 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 Jan 2024, fund size of HSBC Managed Solutions India Growth Fund is 40.33 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

HSBC Managed Solutions India Growth Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 18.06%

At present HSBC Managed Solutions India Growth Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of HSBC Managed Solutions India Moderate Fund is 57.81 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HSBC Managed Solutions India Moderate Fund has given 10.69% annualized return for the last 3 years. The funds SIP returns during the same period is 15.70%

At present HSBC Managed Solutions India Moderate Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of HSBC Managed Solutions India Conservative Fund is 29.08 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Managed Solutions India Conservative Fund has given 5.73% annualized return for the last 3 years. The funds SIP returns during the same period is 7.63%

At present HSBC Managed Solutions India Conservative Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, 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 13.81% 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 Jan 2024, fund size of HSBC Business Cycles Fund is 741.89 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 Jan 2024, fund size of HSBC Infrastructure Fund is 2,202.23 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 Jan 2024, fund size of HSBC Value Fund is 11,238.98 Cr.

The average category Returns for Value funds under Equity class are 28.62% 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 Jan 2024, 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 21.48% 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 13.89% annualized return for the last 3 years. The funds SIP returns during the same period is 20.09%

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 Jan 2024, fund size of HSBC Aggressive Hybrid Fund is 5,157.17 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% 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 Jan 2024, fund size of HSBC ELSS Tax Saver Fund is 3,643.9 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% 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 Jan 2024, fund size of HSBC Managed Solutions India Growth Fund is 40.33 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

HSBC Managed Solutions India Growth Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 18.06%

At present HSBC Managed Solutions India Growth Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of HSBC Managed Solutions India Moderate Fund is 57.81 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HSBC Managed Solutions India Moderate Fund has given 10.69% annualized return for the last 3 years. The funds SIP returns during the same period is 15.70%

At present HSBC Managed Solutions India Moderate Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of HSBC Managed Solutions India Conservative Fund is 29.08 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Managed Solutions India Conservative Fund has given 5.73% annualized return for the last 3 years. The funds SIP returns during the same period is 7.63%

At present HSBC Managed Solutions India Conservative Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, 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 13.81% 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 Jan 2024, fund size of HSBC Business Cycles Fund is 741.89 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 Jan 2024, fund size of HSBC Infrastructure Fund is 2,202.23 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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