Best HSBC Mutual Funds in 2025
Fundwise SIP and SWP returns
Rolling SIP returns
| Fund | Any 1Y SIP | Any 3Y SIP | Any 5Y SIP |
|---|---|---|---|
| HSBC Business Cycles Fund | 35.8% | 0% | 0% |
| HSBC Large Cap Fund | 13.68% | 14.45% | 14.73% |
| HSBC Ultra Short Duration Fund | 7.14% | 6.81% | 6.7% |
| HSBC Midcap Fund | 38.48% | 0% | 0% |
| HSBC Brazil Fund | 5.48% | 3.98% | 2.56% |
| HSBC Low Duration Fund | 7.87% | 0% | 0% |
| HSBC Gilt Fund | 8.66% | 0% | 0% |
| HSBC Dynamic Bond Fund | 8.69% | 0% | 0% |
| HSBC Multi Asset Allocation Fund | 9.31% | 0% | 0% |
| HSBC Conservative Hybrid Fund | 9.99% | 9.07% | 8.86% |
| HSBC Corporate Bond Fund | 8.27% | 0% | 0% |
| HSBC Aggressive Hybrid Fund | 23.34% | 0% | 0% |
| HSBC Tax Saver Equity Fund | 14.2% | 17.24% | 17.46% |
| HSBC Global Emerging Market Fund | 5.94% | 6.74% | 7.14% |
| HSBC Short Duration Fund | 8.12% | 0% | 0% |
| HSBC Aggressive Hybrid Active FOF Fund | 10.26% | 14.94% | 13.92% |
| HSBC Money Market Fund | 7.63% | 0% | 0% |
| HSBC Financial Services Fund | 0% | 0% | 0% |
| HSBC Focused Fund | 16.94% | 19.51% | 17.16% |
| HSBC Global Equity Climate Change Of Fund | 9.85% | 8.31% | 8.1% |
| HSBC Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund | 8.1% | 8.66% | 0% |
| HSBC Flexi Cap Fund | 15.13% | 16.67% | 16.91% |
| HSBC Value Fund | 28.17% | 0% | 0% |
| HSBC Infrastructure Fund | 30.08% | 0% | 0% |
| HSBC Equity Savings Fund | 19.96% | 0% | 0% |
| HSBC Medium Duration Fund | 8.63% | 0% | 0% |
| HSBC Crisil Ibx Gilt June 2027 Index Fund | 8.15% | 0% | 0% |
| HSBC Balanced Advantage Fund | 17.92% | 0% | 0% |
| HSBC Nifty 50 Index Fund | 14.5% | 0% | 0% |
| HSBC Income Plus Arbitrage Active FOF Fund | 7.42% | 6.8% | 6.64% |
| HSBC India Export Opportunities Fund | 8.52% | 0% | 0% |
| HSBC Medium To Long Duration Fund | 7.61% | 7.3% | 6.66% |
| HSBC Large Mid Cap Fund | 22.5% | 19.73% | 20.96% |
| HSBC Arbitrage Fund | 7.76% | 0% | 0% |
| HSBC Multi Cap Fund | 20.18% | 0% | 0% |
| HSBC Credit Risk Fund | 8.01% | 0% | 0% |
| HSBC Asia Pacific Ex Japan Dividend Yield Fund | 9.65% | 10.3% | 9.38% |
| HSBC Nifty Next 50 Index Fund | 25.27% | 0% | 0% |
| HSBC Consumption Fund | 10.24% | 0% | 0% |
| HSBC Multi Asset Active FOF Fund | 10.87% | 13.75% | 12.77% |
| HSBC Small Cap Fund | 28.97% | 0% | 0% |
| HSBC Liquid Fund | 7.27% | 7.04% | 6.53% |
| HSBC ELSS Tax Saver Fund | 31.52% | 0% | 0% |
| HSBC Banking And PSU Debt Fund | 7.64% | 0% | 0% |
| HSBC Overnight Fund | 5.85% | 5.89% | 5.85% |
Rolling SWP returns
| Fund | Any 1Y SWP | Any 3Y SWP | Any 5Y SWP |
|---|---|---|---|
| HSBC Business Cycles Fund | 38.86% | 0% | 0% |
| HSBC Large Cap Fund | 11.92% | 12.07% | 12.07% |
| HSBC Ultra Short Duration Fund | 6.21% | 4.98% | 4.94% |
| HSBC Midcap Fund | 44.87% | 0% | 0% |
| HSBC Brazil Fund | -3.23% | -2.74% | -3.63% |
| HSBC Low Duration Fund | 7.83% | 0% | 0% |
| HSBC Gilt Fund | 8.34% | 0% | 0% |
| HSBC Dynamic Bond Fund | 8.53% | 0% | 0% |
| HSBC Multi Asset Allocation Fund | 1.22% | 0% | 0% |
| HSBC Conservative Hybrid Fund | 8.81% | 8.68% | 8.52% |
| HSBC Corporate Bond Fund | 8.52% | 0% | 0% |
| HSBC Aggressive Hybrid Fund | 27.52% | 0% | 0% |
| HSBC Tax Saver Equity Fund | 12.57% | 13.13% | 12.94% |
| HSBC Global Emerging Market Fund | 5.47% | 4.32% | 6.1% |
| HSBC Short Duration Fund | 8.06% | 0% | 0% |
| HSBC Aggressive Hybrid Active FOF Fund | 10.2% | 10.84% | 10.92% |
| HSBC Money Market Fund | 7.67% | 0% | 0% |
| HSBC Financial Services Fund | 0% | 0% | 0% |
| HSBC Focused Fund | 22.33% | 17.04% | 18.06% |
| HSBC Global Equity Climate Change Of Fund | 2.39% | -4.07% | -3.96% |
| HSBC Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund | 8.34% | 7.66% | 0% |
| HSBC Flexi Cap Fund | 12.82% | 13.06% | 12.75% |
| HSBC Value Fund | 37.38% | 0% | 0% |
| HSBC Infrastructure Fund | 49.19% | 0% | 0% |
| HSBC Equity Savings Fund | 20.61% | 0% | 0% |
| HSBC Medium Duration Fund | 9.02% | 0% | 0% |
| HSBC Crisil Ibx Gilt June 2027 Index Fund | 8.19% | 0% | 0% |
| HSBC Balanced Advantage Fund | 19.37% | 0% | 0% |
| HSBC Nifty 50 Index Fund | 18.29% | 0% | 0% |
| HSBC Income Plus Arbitrage Active FOF Fund | 6.93% | 6.69% | 6.52% |
| HSBC India Export Opportunities Fund | -7.82% | 0% | 0% |
| HSBC Medium To Long Duration Fund | 7.37% | 6.9% | 6.91% |
| HSBC Large Mid Cap Fund | 18.86% | 16.98% | 18.0% |
| HSBC Arbitrage Fund | 7.99% | 0% | 0% |
| HSBC Multi Cap Fund | 44.27% | 0% | 0% |
| HSBC Credit Risk Fund | 7.82% | 0% | 0% |
| HSBC Asia Pacific Ex Japan Dividend Yield Fund | 6.68% | 7.89% | 8.45% |
| HSBC Nifty Next 50 Index Fund | 39.39% | 0% | 0% |
| HSBC Consumption Fund | 32.33% | 0% | 0% |
| HSBC Multi Asset Active FOF Fund | 9.71% | 10.36% | 10.44% |
| HSBC Small Cap Fund | 37.38% | 0% | 0% |
| HSBC Liquid Fund | 7.28% | 6.99% | 6.67% |
| HSBC ELSS Tax Saver Fund | 34.45% | 0% | 0% |
| HSBC Banking And PSU Debt Fund | 7.71% | 0% | 0% |
| HSBC Overnight Fund | 5.22% | 4.2% | 4.06% |
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
| Fund | Any 1Y SIP | Any 3Y Step-up SIP | Any 5Y Step-up SIP |
|---|---|---|---|
| HSBC Business Cycles Fund | 35.8% | 0% | 0% |
| HSBC Large Cap Fund | 13.68% | 14.42% | 14.57% |
| HSBC Ultra Short Duration Fund | 7.14% | 6.88% | 6.89% |
| HSBC Midcap Fund | 38.48% | 0% | 0% |
| HSBC Brazil Fund | 5.48% | 4.16% | 1.47% |
| HSBC Low Duration Fund | 7.87% | 0% | 0% |
| HSBC Gilt Fund | 8.66% | 0% | 0% |
| HSBC Dynamic Bond Fund | 8.69% | 0% | 0% |
| HSBC Multi Asset Allocation Fund | 9.31% | 0% | 0% |
| HSBC Conservative Hybrid Fund | 9.99% | 9.06% | 8.47% |
| HSBC Corporate Bond Fund | 8.27% | 0% | 0% |
| HSBC Aggressive Hybrid Fund | 23.34% | 0% | 0% |
| HSBC Tax Saver Equity Fund | 14.2% | 17.24% | 15.65% |
| HSBC Global Emerging Market Fund | 5.94% | 6.93% | 6.49% |
| HSBC Short Duration Fund | 8.12% | 0% | 0% |
| HSBC Aggressive Hybrid Active FOF Fund | 10.26% | 14.95% | 14.16% |
| HSBC Money Market Fund | 7.63% | 0% | 0% |
| HSBC Financial Services Fund | 0% | 0% | 0% |
| HSBC Focused Fund | 16.94% | 19.66% | 16.86% |
| HSBC Global Equity Climate Change Of Fund | 9.85% | 8.44% | 0% |
| HSBC Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund | 8.1% | 8.7% | 0% |
| HSBC Flexi Cap Fund | 15.13% | 16.67% | 15.52% |
| HSBC Value Fund | 28.17% | 0% | 0% |
| HSBC Infrastructure Fund | 30.08% | 0% | 0% |
| HSBC Equity Savings Fund | 19.96% | 0% | 0% |
| HSBC Medium Duration Fund | 8.63% | 0% | 0% |
| HSBC Crisil Ibx Gilt June 2027 Index Fund | 8.15% | 0% | 0% |
| HSBC Balanced Advantage Fund | 17.92% | 0% | 0% |
| HSBC Nifty 50 Index Fund | 14.5% | 0% | 0% |
| HSBC Income Plus Arbitrage Active FOF Fund | 7.42% | 6.8% | 6.88% |
| HSBC India Export Opportunities Fund | 8.52% | 0% | 0% |
| HSBC Medium To Long Duration Fund | 7.61% | 7.3% | 6.36% |
| HSBC Large Mid Cap Fund | 22.5% | 19.62% | 23.49% |
| HSBC Arbitrage Fund | 7.76% | 0% | 0% |
| HSBC Multi Cap Fund | 20.18% | 0% | 0% |
| HSBC Credit Risk Fund | 8.01% | 0% | 0% |
| HSBC Asia Pacific Ex Japan Dividend Yield Fund | 9.65% | 10.41% | 8.99% |
| HSBC Nifty Next 50 Index Fund | 25.27% | 0% | 0% |
| HSBC Consumption Fund | 10.24% | 0% | 0% |
| HSBC Multi Asset Active FOF Fund | 10.87% | 13.7% | 12.99% |
| HSBC Small Cap Fund | 28.97% | 0% | 0% |
| HSBC Liquid Fund | 7.27% | 7.04% | 6.07% |
| HSBC ELSS Tax Saver Fund | 31.52% | 0% | 0% |
| HSBC Banking And PSU Debt Fund | 7.64% | 0% | 0% |
| HSBC Overnight Fund | 5.85% | 5.92% | 5.88% |
Rolling SWP returns with 10% step-up
| Fund | Any 1Y SWP | Any 3Y Step-up SWP | Any 5Y Step-up SWP |
|---|---|---|---|
| HSBC Business Cycles Fund | 38.86% | 0% | 0% |
| HSBC Large Cap Fund | 11.92% | 12.33% | 12.36% |
| HSBC Ultra Short Duration Fund | 6.21% | 5.05% | 5.14% |
| HSBC Midcap Fund | 44.87% | 0% | 0% |
| HSBC Brazil Fund | -3.23% | -2.48% | -2.96% |
| HSBC Low Duration Fund | 7.83% | 0% | 0% |
| HSBC Gilt Fund | 8.34% | 0% | 0% |
| HSBC Dynamic Bond Fund | 8.53% | 0% | 0% |
| HSBC Multi Asset Allocation Fund | 1.22% | 0% | 0% |
| HSBC Conservative Hybrid Fund | 8.81% | 8.67% | 8.66% |
| HSBC Corporate Bond Fund | 8.52% | 0% | 0% |
| HSBC Aggressive Hybrid Fund | 27.52% | 0% | 0% |
| HSBC Tax Saver Equity Fund | 12.57% | 13.4% | 12.15% |
| HSBC Global Emerging Market Fund | 5.47% | 4.16% | 6.65% |
| HSBC Short Duration Fund | 8.06% | 0% | 0% |
| HSBC Aggressive Hybrid Active FOF Fund | 10.2% | 10.91% | 10.18% |
| HSBC Money Market Fund | 7.67% | 0% | 0% |
| HSBC Financial Services Fund | 0% | 0% | 0% |
| HSBC Focused Fund | 22.33% | 16.88% | 27.16% |
| HSBC Global Equity Climate Change Of Fund | 2.39% | -4.01% | 0% |
| HSBC Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund | 8.34% | 7.68% | 0% |
| HSBC Flexi Cap Fund | 12.82% | 13.37% | 11.62% |
| HSBC Value Fund | 37.38% | 0% | 0% |
| HSBC Infrastructure Fund | 49.19% | 0% | 0% |
| HSBC Equity Savings Fund | 20.61% | 0% | 0% |
| HSBC Medium Duration Fund | 9.02% | 0% | 0% |
| HSBC Crisil Ibx Gilt June 2027 Index Fund | 8.19% | 0% | 0% |
| HSBC Balanced Advantage Fund | 19.37% | 0% | 0% |
| HSBC Nifty 50 Index Fund | 18.29% | 0% | 0% |
| HSBC Income Plus Arbitrage Active FOF Fund | 6.93% | 6.72% | 6.64% |
| HSBC India Export Opportunities Fund | -7.82% | 0% | 0% |
| HSBC Medium To Long Duration Fund | 7.37% | 6.92% | 7.32% |
| HSBC Large Mid Cap Fund | 18.86% | 17.19% | 20.14% |
| HSBC Arbitrage Fund | 7.99% | 0% | 0% |
| HSBC Multi Cap Fund | 44.27% | 0% | 0% |
| HSBC Credit Risk Fund | 7.82% | 0% | 0% |
| HSBC Asia Pacific Ex Japan Dividend Yield Fund | 6.68% | 7.86% | 8.39% |
| HSBC Nifty Next 50 Index Fund | 39.39% | 0% | 0% |
| HSBC Consumption Fund | 32.33% | 0% | 0% |
| HSBC Multi Asset Active FOF Fund | 9.71% | 10.46% | 9.84% |
| HSBC Small Cap Fund | 37.38% | 0% | 0% |
| HSBC Liquid Fund | 7.28% | 7.0% | 6.44% |
| HSBC ELSS Tax Saver Fund | 34.45% | 0% | 0% |
| HSBC Banking And PSU Debt Fund | 7.71% | 0% | 0% |
| HSBC Overnight Fund | 5.22% | 4.23% | 4.19% |
Note:N.A. in returns indicate that the fund does not have sufficient history.
Frequently Asked Questions (FAQs) regarding HSBC Mutual Fund
What is HSBC Mutual Fund?
HSBC Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.
How big is HSBC Mutual Fund?
HSBC Mutual Fund offers 45 funds in total across various categories.
How safe are mutual funds offered by HSBC Mutual Fund?
Mutual Funds from HSBC Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.
What returns are given by the mutual funds offered by HSBC Mutual Fund?
Mutual Funds from HSBC Mutual Fund have given an average 12.87% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much returns are given by the best mutual funds offered by HSBC Mutual Fund?
The five best mutual Funds from HSBC Mutual Fund have given an average 18.89% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much SIP returns are given by the best mutual funds offered by HSBC Mutual Fund?
The five best mutual Funds from HSBC Mutual Fund have given an average 20.16% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.
How much SWP returns are given by the best mutual funds offered by HSBC Mutual Fund?
The five best mutual Funds from HSBC Mutual Fund have given an average 20.92% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.
How can I invest in HSBC Mutual Fund mutual funds?
You can invest in HSBC Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.
How can I redeem my investments from HSBC Mutual Fund?
Redemption of HSBC Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.
Does HSBC Mutual Fund charge any fees or expenses?
Yes. Mutual funds managed by HSBC Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.
Is a PAN and KYC mandatory to invest in HSBC Mutual Fund mutual funds?
Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by HSBC Mutual Fund.
Where can I view the performance and NAV of HSBC Mutual Fund funds?
You can check the latest NAVs and performance data of all HSBC Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.
Does HSBC Mutual Fund offer SIP (Systematic Investment Plan) options?
Yes. HSBC Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.
Does HSBC Mutual Fund offer SWP (Systematic Withdrawal Plan) options?
Yes. HSBC Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.
What is the minimum investment amount in HSBC Mutual Fund mutual funds?
The minimum investment amount in HSBC Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.
How are mutual fund returns from HSBC Mutual Fund taxed?
Taxation of funds from HSBC Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.
How can I contact HSBC Mutual Fund for support or queries?
You can reach HSBC Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.
Explore All Funds Belonging to different AMCs
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Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or BothDisclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 9-Nov-2025.
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