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 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 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 Asia Pacific Dividend Yield Fund is 6.59 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Asia Pacific Dividend Yield Fund has given 4.60% annualized return for the last 3 years. The funds SIP returns during the same period is 11.90%

At present HSBC Asia Pacific Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Global Equity Climate Change Fund Of Fund is 163.15 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Global Equity Climate Change Fund Of Fund has given 4.12% annualized return for the last 3 years. The funds SIP returns during the same period is 8.18%

At present HSBC Global Equity Climate Change Fund Of Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Global Emerging Markets Fund is 28.8 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Global Emerging Markets Fund has given 2.47% annualized return for the last 3 years. The funds SIP returns during the same period is 11.83%

At present HSBC Global Emerging Markets Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Brazil Fund is 41.79 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Brazil Fund has given .08% annualized return for the last 3 years. The funds SIP returns during the same period is -1.11%

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

Not Rated

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 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 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 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 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 Asia Pacific Dividend Yield Fund is 6.59 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Asia Pacific Dividend Yield Fund has given 4.60% annualized return for the last 3 years. The funds SIP returns during the same period is 11.90%

At present HSBC Asia Pacific Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Global Equity Climate Change Fund Of Fund is 163.15 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Global Equity Climate Change Fund Of Fund has given 4.12% annualized return for the last 3 years. The funds SIP returns during the same period is 8.18%

At present HSBC Global Equity Climate Change Fund Of Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Global Emerging Markets Fund is 28.8 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Global Emerging Markets Fund has given 2.47% annualized return for the last 3 years. The funds SIP returns during the same period is 11.83%

At present HSBC Global Emerging Markets Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HSBC Brazil Fund is 41.79 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 8.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

HSBC Brazil Fund has given .08% annualized return for the last 3 years. The funds SIP returns during the same period is -1.11%

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

Not Rated

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 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