Best HSBC Mutual Fund Schemes to Invest in India

HSBC Mutual Funds


HSBC Asset Management (India) Private Limited was established as a joint venture between HSBC Global Asset Management Limited, a part of the HSBC Group, and ICICI Prudential Mutual Fund Limited, a subsidiary of ICICI Prudential Life Insurance Company Limited.


HSBC Asset Management (India) Private Ltd. is a SEBI-registered foreign portfolio investor that invests in debt and money market instruments in India. The company is also registered with SEBI as a Collective Investment Scheme, allowing it to offer investors additional products. HSBC AM(India headquarters)’s and registered offices are located in Mumbai, India.


In August 2007, the firm began operations in India. HSBC Global Asset Management Limited and ICICI Prudential Life Insurance Company Limited have formed the Asset Management Company (AMC) as a joint venture. HSBC Global Asset Management Limited and ICICI Prudential each hold a stake of 50%.




Wealth management is connected with the HSBC brand. The organization has been in operation for almost 150 years and is a market leader in a variety of financial services. They offer wealth management, retail banking, commercial banking, insurance, and general banking services. They offer wealth management, retail banking, commercial banking, insurance, and general banking services. Customers include high-net-worth individuals and medium-sized businesses.


Top HSBC Mutual Fund Managers


  • Mr. Ravi Menon

Mr. Ravi Menon is the current chief executive officer of HSBC Asset Management India. With over 33 years of expertise, this SIBM (Pune) alumnus handles this AMC’s 11553.0387 Crore. Mr. Menon was elected the best Central Bank Governor in Asia-Pacific in 2018 and was one of the first regulators to establish a specialized fintech group in recognition of the risks and benefits of modern markets and various technologies.


In 1986, Mr. Ravi Menon began his career as the manager of ANZ Grindlays Bank. In 2004, he joined Union Bank of Switzerland as Director, and in 1998, he joined HSBC Bank as managing director. He was appointed chief executive officer and head of the strategy and business development for HSBC Asset Management: India in February 2009.


  • Mr. Gautam Bhupal

Mr. Bhupal manages funds for HSBC Global Asset Management India Limited. He has more than eleven years of expertise in Research and Fund Management. At HSBC Global Asset Management India Limited, he oversees the risk portfolio and credit rating of funds such as the HSBC Dividend Yield Equity Fund, the HSBC Infrastructure Equity Fund, and the HSBC Equity Savings Fund, among others.


Mr. Bhupal holds a Master’s degree in business management. Additionally, he is a Certified Public Accountant and a Company Secretary.


  • Mr. Nilopatai Sahai

Since 2013, Mr. Sahai has been the Fund Manager at HSBC Asset Management Company. He has 15 years of experience in money building altogether. Prior to joining, he worked for Hewlett-Packard in 1994 as a Senior Management Trainee. In 1997, he transferred to SBC Warburg as a Research Analyst. Later, he served as a Senior Project Manager with Infosys Technologies Ltd.


Mr. Sahai now manages Rs. 744cr in AUM across many schemes. Among the Schemes he manages are the HSBC Large Cap Equity Fund and the HSBC Small Cap Equity Fund, among others. His academic credentials include a B. Tech from IT BHU and a PGDM from IIM.


  • Mr. Sanjay Shah

Mr. Sanjay Shah graduated from the Indian Institute of Management (Ahmedabad) in 1999 and is currently the Head of Fixed Income for HSBC Asset Management. He began his twenty-year career in investment banking as the Chief Manager of the SBI Mutual Fund.


Mr. Shah joined ICICI Bank in 2003 as Manager of Credit Risk Management. After two years as Vice President of Lehman Brothers, he moved to HSBC Asset Management as the Head of Fixed Income in 2008. He has maintained this position for the past decade. Mr. Sanjay Shah is in charge of all asset allocation for the fixed-income section of HSBC MF. Additionally, HSBC has appointed him as the Head of International Markets and Operations.


  • Mr. Aditya Khemani

Mr. Aditya Khemani is the acting Fund Manager of the HSBC Mutual Fund’s Equities section. He has over fourteen years of financial and debt management experience. Mr. Khemani is a graduate of Lucknow’s Indian Institute of Management. IIM awarded him a Postgraduate Degree in Management in 2005. In 2005, he subsequently joined Morgan Stanley Advantage Services India Pvt. Ltd. as a research analyst. Mr. Khemani’s entry into the asset management market was marked by his employment as  Research Analyst-Equities for Prudential ICICI Asset Management India Pvt. Ltd. He is an expert in market assessment, asset management, equity research, and equity management.


In 2007, Mr. Aditya Khemani was appointed Fund Manager at HSBC Asset Management India Pvt. Ltd., a company with which he has been affiliated for the previous eleven years. He is in charge of all direct equity fund-related investment options and products with comparable terms. Currently, Mr. Aditya Khemani manages a direct Tax Saver Equity Fund with a value of Rs. 173 billion.


  • Ms Anitha Rangan

Ms. Rangan is a Vice President and Credit Analyst of Fixed Incomes with over 12 years of experience at HSBC Global Asset Management India. Previously, she was employed by Lehman Brothers, Nomura, and Crisil. She conducts a comprehensive economic examination of the local bond markets. This produces additional portfolio deductions that are efficient.


  • Kapil Punjabi

Mr. Punjabi is the Fixed Income Fund Manager and Vice President at HSBC Global Asset Management India. He has over 13 years of expertise and a profound awareness of the subtleties of the financial sector. Before joining HSBC Global Asset Management India, he worked with Taurus Mutual Fund, Edelweiss Mutual Fund, and Transmart Group, among others (India). He handles funds at HSBC Global Asset Management, including HSBC Managed Solutions India – Conservative (Fund of Funds).


  • Ritesh Jain

Mr. Jain has been employed with HSBC as a fund manager since September 2020. Prior to joining Principal PNB AMC, he worked for PGIM India AMC, Morgan Stanley Investment Management Pvt. Ltd, and Principal PNB AMC. He received his PGDBA from the K.J. Somaiya Institute of Management Studies & Research in Mumbai and his B.Com (H) from the University of Calcutta.


  • Mr Ankur Arora

Since August 2019, Mr. Arora has become the fund manager of the HSBC mutual fund. Previously, he was employed by IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd., and UTI Asset Management Co. Pvt. Ltd. He holds a B.Com (H) from Guru Nanak Dev University and a PGDM from IIM.


How to Invest in HSBC Mutual Funds?


In India, there are numerous options to invest in mutual funds. Several of these are described below:


  • By visiting the branch of the AMC


You can directly invest in mutual funds by visiting AMC’s branch office. If you are a first-time investor, you must first complete the KYC verification. To acquire units in a mutual fund scheme, send a properly completed application form to the Investor Service Centre (ISC), the fund house’s branch, or its Registrar.


  • By way of AMC’s website


Investing in mutual funds can be done online on AMC’s website. The procedure entails creating a new account, completing the FATCA form, supplying bank information, and uploading appropriate documents. If you are a first-time investor, you can also complete the KYC process and In-Person Verification (IPV) online.


  • Through an intermediary 


In addition to the aforementioned options, you can invest in regular plans through a distributor of mutual funds. Brokers/distributors give advice in selecting the optimal mutual fund in which to invest. Note, however, that the expenditure ratio of regular plans exceeds that of direct plans.


How to Invest in HSBC Mutual Funds via Kuvera?


You can invest in HSBC direct mutual funds through Kuvera and avoid paying commissions. It is the best platform to invest in mutual funds as it is 100% free and helps you find the right investment for your life goals.


To invest in mutual funds via Kuvera, follow the given steps:


Step 1: Sign up at or download the kuvera investment app from play store or app store.

Step 2: Complete the KYC requirements and link your bank account.

Step 3: Click on MF in the Explore section to choose mutual funds for investment. 


List of  Top Performing HSBC Mutual Funds


Top Performing HSBC Equity Funds


  1. HSBC Small Cap Fund 
  2. HSBC Value Fund
  3. HSBC Infrastructure Fund
  4. HSBC Midcap Fund 
  5. HSBC Large and Mid cap Fund
  6. HSBC Focused Fund
  7. HSBC Flexi Cap Fund
  8. HSBC Large Cap Fund
  9. HSBC ELSS Fund
  10. HSBC Business Cycles Fund


Top Performing HSBC Hybrid Fund


  1. HSBC Aggressive Hybrid Fund
  2. HSBC Conservative Hybrid Fund
  3. HSBC Equity Savings Fund
  4. HSBC Arbitrage Fund
  5. HSBC Balanced Advantage Fund
  6. HSBC Nifty 50 Index Fund
  7. HSBC Nifty Next 50 Index Fund
  8. HSBC Asia Pacific Dividend Yield Fund
  9. HSBC Managed Solutions India Growth Fund
  10. HSBC Managed Solutions India Moderate Fund


Top Performing HSBC Debt Fund


  1. HSBC Medium t0 Long Duration Fund
  2. HSBC Medium Duration Fund
  3. HSBC Short Duration Fund
  4. HSBC Low Duration Fund
  5. HSBC Ultra Short Duration Fund
  6. HSBC Liquid Fund
  7. HSBC Money Market Fund
  8. HSBC Overnight Fund
  9. HSBC Dynamic Bond Fund
  10. HSBC Corporate Bond Fund


KYC Required to Invest in HSBC Mutual Fund


KYC (Know Your Client) documentation includes evidence of address and proof of identity. Here is a list of permissible officially valid documents.



  • Driving License
  • Passport
  • Aadhaar Card
  • PAN Card (Mandatory)
  • Voter ID Card
  • Any other valid identity card issued by the Central or State Government



  • Passport
  • Ration Card
  • Aadhaar Card
  • Voter ID Card
  • Driving License
  • Bank account statement or bank passbook
  • Utility bills like electricity or gas bills


While these are some of the basic paperwork requirements, submitting all of them is a lengthy process that can delay your investment plans. Here, Kuvera provides a paperless and rapid answer.


By uploading photographs of your identity and address proofs, you may submit your KYC in under two minutes. This includes your PAN and one of the following documents: Aadhaar, Voter ID, Driver’s License, or Passport, together with your signature, a selfie, and a live video proving your identity: The short KYC process of Kuvera makes investing simple and hassle-free


How to Download Mutual Fund Investment Statement?


Enter your Folio Number or PAN Number and get your HSBC Mutual funds investment statement mailed to your registered email id. Follow the given Steps


Step-1 : Go to the HSBC Mutual fund Website

Step-2 : Enter your Folio Number or PAN Number

Step-3 : Pick a Timeframe

Step-4 : Click on “Email Statement” button




  • How to withdraw HSBC Mutual fund investment?

To withdraw money from HSBC Mutual Fund, one must submit a form at the nearest HSBC Mutual Fund office. Alternatively, users can redeem the investment by visiting the HSBC Mutual Fund website and logging in using the folio number. Additionally, they can withdraw their HSBC Mutual Fund investments from any online platform where they initially invested.


  • Which is the best HSBC Mutual Funds?

HSBC Mutual Fund offers over 30+ funds to meet the diverse demands of investors. However, not all funds are suitable for every type of investor. Investors must connect their goals, investment horizon, and risk tolerance with the fund’s objectives to determine the optimal fit.


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