HSBC Equity Mutual Funds

Are you looking to invest in an HSBC mutual fund scheme? What are you waiting for? Check out this piece and learn all you need to know to make an informed decision. HSBC Global Asset Management Pvt. Ltd. is one of the world’s most prominent asset management companies. This is a British multinational financial services and banking services company carrying out operations in the country. This is the 7th largest banking organisation in the world, and the biggest banking organisation in Europe. The bank currently has assets worth over $2.374 trillion under its management. HSBC mainly offers three types of mutual fund schemes- debt, equity, and product add-on funds. In this piece, we will take a detailed look at the HSBC Equity Mutual Fund scheme.

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Best Mutual Funds 2024

Result Showing 1-25 of 112 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    equity
    79.46Feb 27, 2024
    26%
    ₹13,230

    Add to Compare

    equity
    79.46Feb 27, 2024
    26%
    ₹13,230

    Add to Compare

    equity
    48.32Feb 27, 2024
    26%
    ₹13,230

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    equity
    48.32Feb 27, 2024
    26%
    ₹13,230

    Add to Compare

    equity
    72.53Feb 27, 2024
    25%
    ₹13,230

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    equity
    72.53Feb 27, 2024
    25%
    ₹13,230

    Add to Compare

    equity
    43.05Feb 27, 2024
    25%
    ₹13,230

    Add to Compare

    equity
    43.05Feb 27, 2024
    25%
    ₹13,230

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    equity
    37.58Feb 27, 2024
    23%
    ₹2,109

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    equity
    37.58Feb 27, 2024
    23%
    ₹2,109

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    equity
    44.25Feb 27, 2024
    23%
    ₹2,109

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    equity
    44.25Feb 27, 2024
    23%
    ₹2,109

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    equity
    59.85Feb 27, 2024
    23%
    ₹10,760

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    equity
    59.85Feb 27, 2024
    23%
    ₹10,760

    Add to Compare

    equity
    102.82Feb 27, 2024
    23%
    ₹10,760

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    equity
    39.93Feb 27, 2024
    22%
    ₹2,109

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    equity
    34.04Feb 27, 2024
    22%
    ₹2,109

    Add to Compare

    equity
    34.04Feb 27, 2024
    22%
    ₹2,109

    Add to Compare

    equity
    48.92Feb 27, 2024
    22%
    ₹10,760

    Add to Compare

    equity
    48.92Feb 27, 2024
    22%
    ₹10,760

    Add to Compare

    equity
    93.34Feb 27, 2024
    22%
    ₹10,760

    Add to Compare

    equity
    39.93Feb 27, 2024
    22%
    ₹2,109

    Add to Compare

    equity
    351.28Feb 27, 2024
    20%
    ₹9,206

    Add to Compare

    equity
    351.28Feb 27, 2024
    20%
    ₹9,206

    Add to Compare

    equity
    37.82Feb 27, 2024
    20%
    ₹707

    Add to Compare

    Result Showing 1-25 of 112 Mutual Funds

    Investment Objective

    The long-term goal of HSBC Equity Mutual Fund  is to give investors a chance to increase their wealth. According to their mandate, which is defined in their plan information documents, these funds invest primarily in equities and equity-related securities in a particular proportion. After a thorough study, the fund manager will select high-quality equities to guarantee that the portfolio returns meet standards and fund expectations. The underlying stock-picking technique may be growth at fair prices, value, or growth. Increases in the linked security prices over the entire investing period lead to capital appreciation. Additionally, it takes place when the dividends paid out by the mutual fund scheme are further invested in buying more units of the plan.

    Risks Involved in HSBC Equity Mutual Fund 

    In comparison to hybrid funds and debt funds, the market risk of HSBC Equity Mutual Fund 

    is relatively high to high. The value of the fund may change as and when the price of the underlying stock does. Changes in the stock market's price and volume, interest rates, currency rates, governmental policies, tax regulations, and various socioeconomic changes could affect stock values. 

    The degree of portfolio diversity also affects how much risk there is. Market risk is higher for theme/sector-based HSBC Equity Mutual Fund  than for diversified equity funds. Comparatively speaking, large capitalisation funds will be less risky than small-cap or mid-cap equity funds. Prior to deciding to invest in a scheme, investors may take into account their personal risk tolerance.

    Return Potential of HSBC Equity Mutual Fund 

    Returns are a byproduct of the investor's assumed risk. In comparison to debt funds and balanced funds, HSBC MF equity funds produce higher returns. These funds have a track record of producing returns that hover around 12% on average during periods longer than five years. However, HSBC MF Equity funds do not ensure guaranteed returns, and their performance may change over time.

     A focused fund may have a larger return potential than a broad equities fund due to its increased risk. On the other hand, large-cap funds are renowned for offering consistent returns during all market cycles. One may think about diversifying the overall portfolio with a few small- or mid-cap funds to increase returns.

    Who Should Invest in HSBC Equity Mutual Fund ?

    HSBC Equity Mutual Fund  is the ideal option for investors looking for long-term financial growth in an investment period of five years or more. These funds are intended for investors with a comparatively higher risk tolerance because the fund value may increase or decrease depending on market conditions. The strong return capability of HSBC Equity Mutual Fund  means it is the perfect choice for achieving long-term objectives, including saving for a child's education, planning for retirement, and purchasing a home. You must maintain your investment during the designated investment horizon, which is typically 10–12 years or even more, in order to take advantage of the full return capability of equity funds. This could also imply keeping only those surpluses in these accounts that are earmarked for long-term investments, which you won't require anytime soon.

    Tax on HSBC Equity Mutual Fund 

    Any capital deployed in this mutual fund cannot be sold for three years from the purchase date. You will be subject to long-term capital gain tax if you sell your interests after three years. If your total long-term capital gain surpasses 1 lakh in a fiscal year, the present taxation rate is 10%. There are no cess or surcharges involved. However, your investments in this fund are deductible from your tax liability in accordance with Section 80C of the Income Tax Act. (At the moment, tax deductions are limited to Rs. 1.5 lakh annually.)

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    Frequently Asked Questions (FAQs)

    How is HSBC Equity Mutual Fund doing?

    This fund has been in existence for over nine years and has assets worth over Rs. 1570 under its management. The last 1-year returns of this fund are 5.88%. This fund has delivered an average return of 12.55% since its launch.

    Is HSBC Equity Mutual Fund safe?

    The HSBC Equity Mutual Fund ability to deliver consistent returns is lower than other funds in its category. It displays a low ability to control losses in a falling market.
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