AMC Report - HSBC Mutual Fund
| Incorporation Date | 27-05-2002 |
| Trustee | HSBC Securities and Capital Markets P. Ltd |
| Chief Executive Officer/MD | Ravi Menon |
| AUM | 12,044 Cr (31 Dec 2021) |
| Customer Care Email Address | [email protected] |
| Website | www.assetmanagement.hsbc.co.in |
| Address | 9-11th Floor, NESCO - IT Park Bldg. 3, Nesco Complex, Western Express Highway, Goregaon East - MUMBAI |
Key Team Members - HSBC Mutual Fund
| Name | Designation |
|---|---|
| Tushar Pradhan | Chief Investment Officer |
| Neelotpal Sahai | Fund Manager - Equities |
| Ankur Arora | Fund Manager - Equities |
| Gautam Bhupal | Fund Manager - Equities |
| Ritesh Jain | Fund Manager- Debt |
| Kapil Punjabi | Fund Manager - Debt |
Top 10 Schemes of the AMC - HSBC Mutual Fund
| Scheme Name | Category Name | Crisil Rank | AuM (Cr) | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|---|
| HSBC Small Cap Equity Fund | Small Cap Fund | 3 | 351.92 | 63% | 42% | 25% | 17% | 20% |
| HSBC Infrastructure Equity Fund | Sectoral/Thematic | 1 | 113.82 | 52% | 31% | 17% | 8% | 11% |
| HSBC Large and Mid Cap Equity Fund | Large & Mid Cap Fund | - | 528.35 | 32% | 24% | - | - | - |
| HSBC Flexi Cap Fund | Flexi Cap Fund | 3 | 404.92 | 32% | 25% | 19% | 15% | 16% |
| HSBC Tax Saver Equity Fund | ELSS | 3 | 200.27 | 31% | 23% | 19% | 15% | 16% |
| HSBC Focused Equity Fund | Focused Fund | - | 578.00 | 28% | - | - | - | - |
| HSBC Managed Solutions -Growth | Fund of Funds | - | 41.85 | 25% | 22% | 18% | 14% | - |
| HSBC Large Cap Equity Fund | Large Cap Fund | 2 | 793.07 | 19% | 20% | 18% | 15% | 14% |
| HSBC Equity Hybrid Fund | Aggressive Hybrid Fund | - | 507.68 | 19% | 18% | 16% | - | - |
| HSBC Regular Savings Plan | Conservative Hybrid Fund | 4 | 88.64 | 8% | 9% | 9% | 7% | 9% |
*Data based on last 1 year performance
