HSBC Mutual Funds is a leading investment firm in India. It is a part of part of HSBC Securities and Capital Markets (India) Private Limited. As a subsidiary of the 7th largest bank globally, it offers top-quality investment options and services to investors nationwide. HSBC Mutual Fund serves over 1 million customers through its 1000+ offices across India, managing a total corpus of Rs. 12,637.24 Crore as of 2022. They provide a range different scheme under three categories: equity, debt, and product add-on funds.
HSBC, short for the Hong Kong and Shanghai Banking Corporation, has a rich history dating back to 1886 and is one of the world's largest banks in terms of assets and revenues. Despite being a British-owned institution, it has a strong presence in South Asia, excelling in wealth and asset management, retail, and corporate banking.
In India, all their Mutual Funds operations are managed by their wholly-owned subsidiary, HSBC Asset Management (India) Private Limited, underscoring their commitment to the Indian market.
HSBC's Mutual Fund operations adhere to the Indian Trusts Act of 1882, with registration under the Securities and Exchange Board of India (Mutual Funds) following SEBI's guidelines, bearing the registration number MF/046/02/5, dated May 27, 2002.
You can start an SIP or make lumpsum investment in the mutual funds offered by HSBC Mutual Fund with Bajaj Finserv.
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Key information about HSBC Mutual Fund
Mutual fund name:
HSBC Mutual Fund
Founded in:
27 May 2002
AMC incorporation date:
12 December 2001
Sponsor name:
HSBC Securities and Capital Markets (India) Private Limited
Trustee organization:
Board of Trustees, HSBC Mutual Fund
How to invest in HSBC Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in HSBC Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
One can start investing in HSBC Mutual Fund online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate HSBC Mutual Fund SIP?
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
How to redeem HSBC Mutual Fund?
If you have invested in a HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in HSBC Mutual Fund?
If you have invested in a HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an HSBC Mutual Fund online?
If you have invested in any HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
Are HSBC Mutual Fund's schemes tax-free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered HSBC Mutual Fund.
How can I get the HSBC Mutual Fund statement?
If you have invested in any HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
Disclaimer
Bajaj Finance Limited (“BFL”) is a Non-Banking Financial Company carrying the business of acceptance of deposits, providing lending solutions to Retail & Corporate customers, and is a Corporate agent of various insurance Companies. BFL is also registered with the Association of Mutual Funds in India (“AMFI”) as a distributor of third party Mutual Funds (shortly referred as ‘Mutual Funds’).
BFL does NOT:
(i) provide investment advisory services in any manner or form;
(iv) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Bajaj Finserv Direct Limited, (“BFDL”), a wholly owned subsidiary of Bajaj Finserv Limited (is a Registered with SEBI as an Investment Advisor with Registration no. INA000016083). BFDL enables resident Indian customers to directly invest in third party mutual funds through its online platform. BFDL entered into a referral arrangement with BFL, whereunder, BFL may, without risk or responsibility on its part, refer the resident Indian customers who are interested in placing their investments in Direct Mutual Funds through BFDL online platform. Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing