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HSBC Hybrid Mutual Funds

HSBC Hybrid Mutual Funds

About This AMC

HSBC Mutual Fund was established on December 12, 2001 as a Trust sponsored by HSBC Securities and Capital Markets (India) Private Limited. It was in May 2002 when HSBC Asset Management (India) Private Ltd., got a green signal from SEBI to commence its mutual fund business and operations as HSBC Mutual Fund.

L&T Mutual Fund was acquired by HSBC Mutual Fund on November 6th, 2022. Currently, Mr. Kailash Kulkarni is the Managing Director & CEO of HSBC Mutual Fund. Mr. Venugopal Manghat and Mr. Shriram Ramanathan, are the CIOs (Chief Investment Officers) of HSBC Mutual Fund.

HSBC Mutual Fund offers 42 schemes across different categories and has an AUM of ₹1,03,824 crore.

As of April 2024

Schemes

42

AUM

₹1,10,045 Cr

AUM growth

₹6,221 Cr

Fund managers

15

Explore HSBC Hybrid Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
HSBC Managed Solutions India Growth Direct Growth
₹40 Cr1%31.4%17.3%
HSBC Aggressive Hybrid Fund Direct Growth
HSBC Aggressive Hybrid Fund Direct Growth

Aggressive Allocation Very High Risk

₹5,367 Cr0.83%35.2%16.0%
HSBC Managed Solutions India Moderate Direct Growth
₹57 Cr0.91%26.4%14.9%
HSBC Equity Savings Fund Direct Growth
HSBC Equity Savings Fund Direct Growth

Equity Savings Moderately High risk

₹274 Cr0.61%24.2%13.7%
HSBC Balanced Advantage Fund Direct Growth
HSBC Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation High Risk

₹1,421 Cr0.78%23.0%12.0%
HSBC Conservative Hybrid Fund Direct Growth
HSBC Conservative Hybrid Fund Direct Growth

Conservative Allocation Moderately High risk

₹106 Cr1.34%16.3%9.7%
HSBC Managed Solutions India Conservative Direct Growth
₹27 Cr0.54%9.2%6.2%
HSBC Arbitrage Fund Direct Growth
HSBC Arbitrage Fund Direct Growth

Arbitrage Fund Low Risk

₹2,110 Cr0.27%8.2%6.1%
View all HSBC Hybrid Mutual Funds

Top HSBC Hybrid Fund Managers

SG

Sonal Gupta

₹53,597 Cr

AUM

19

Schemes

₹30,463 Cr

AUM

10

Schemes

₹44,420 Cr

AUM

7

Schemes

₹4,710 Cr

AUM

3

Schemes

CG

Cheenu Gupta

₹34,724 Cr

AUM

12

Schemes

₹3,976 Cr

AUM

5

Schemes

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All about HSBC Hybrid Mutual Funds

Key Information

Mutual Fund NameHSBC Mutual Fund
Asset Management Company NameHSBC Asset Management (India) Private Ltd.
AMC Setup DateMay 20, 2002
AMC Incorporation DateDecember 12, 2001
Sponsor NameHSBC Securities and Capital Markets (India) Private Limited
Name Of Trustees

Mr. David Rasquinha - Independent Director

Mr. Nani Javeri - Independent Director

Mr. Nicolas Moreau - Associate Director

Ms. Jasmine Firoze Batliwalla - Independent Director

CIOMr. Venugopal Manghat, Mr. Shriram Ramanathan
MD And CEOMr. Kailash Kulkarni
Compliance OfficerMr. Sumesh Kumar
Investor Service OfficerMr. Ankur Banthiya
Updated As OfApril 2024