HSBC Mutual Fund

Q: How to Calculate HSBC Mutual Fund SIP?

Use our HSBC Mutual Fund SIP Calculator and HSBC Mutual Fund Lumpsum Calculator to estimate your returns based on your investment amount, duration, and expected rate of return.

Scheme Name		Min. Invest	AUM (In Cr)
HSBC India Export Opportunities Fund - Dir (G) Thematic Fund \| Equity	16.73%	₹5,000	₹1,302.87	Invest
HSBC Midcap Fund - Direct (G) Mid Cap Fund \| Equity	11.67%	₹5,000	₹16,799.59	Invest
HSBC Small Cap Fund - Direct (G) Small Cap Fund \| Equity	8.95%	₹5,000	₹18,512.70	Invest
HSBC Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	6.57%	₹5,000	₹3,633.25	Invest
HSBC Liquid Fund - Direct (G) Liquid Fund \| Debt	6.45%	₹5,000	₹23,038.43	Invest
HSBC Ultra Short Term Fund - Dir (G) Ultra Short Term Fund \| Debt	6.42%	₹5,000	₹2,733.17	Invest
HSBC Money Market Fund - Direct (G) Money Market Fund \| Debt	6.40%	₹5,000	₹6,382.40	Invest
HSBC Multi Asset Active FOF - Dir (G) FoFs Domestic \| Other	6.39%	₹5,000	₹114.79	Invest
HSBC Ultra Short to Short Term Fund - Direct (G) Ultra Short to Short Term Fund \| Debt	6.02%	₹5,000	₹847.33	Invest
HSBC Credit Risk Fund - Direct (G) Credit Risk Fund \| Debt	5.97%	₹5,000	₹441.18	Invest
HSBC Equity Savings Fund - Direct (G) Equity Savings Fund \| Hybrid	5.88%	₹5,000	₹1,557.92	Invest
HSBC Overnight Fund - Direct (G) Overnight Fund \| Debt	5.25%	₹5,000	₹4,804.90	Invest
HSBC CRISIL IBX Gilt June 2027 Index Fund-Dir (G) Index Fund \| Other	5.02%	₹5,000	₹180.60	Invest
HSBC Infrastructure Fund - Direct (G) Thematic Fund \| Equity	4.94%	₹5,000	₹2,379.27	Invest
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir (G) Index Fund \| Other	4.89%	₹5,000	₹1,747.71	Invest
HSBC Income Plus Arbitrage Active FOF - Dir (G) FoFs Domestic \| Other	4.69%	₹5,000	₹527.51	Invest
HSBC Short Term Fund - Direct (G) Short Term Fund \| Debt	4.44%	₹5,000	₹3,880.69	Invest
HSBC Medium Term Fund - Direct (G) Medium Term Fund \| Debt	4.35%	₹5,000	₹670.22	Invest
HSBC Multi Asset Allocation Fund - Direct (G) Multi Asset Allocation Fund \| Hybrid	4.24%	₹5,000	₹3,140.77	Invest
HSBC Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund \| Equity	4.21%	₹5,000	₹5,783.61	Invest

HSBC India Export Opportunities Fund - Dir (G)

Equity | Thematic Fund

1Y returns

16.73%

Min. Invest

₹5,000

AUM

₹1,302.87 Cr

HSBC Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

11.67%

Min. Invest

₹5,000

AUM

₹16,799.59 Cr

HSBC Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

8.95%

Min. Invest

₹5,000

AUM

₹18,512.70 Cr

HSBC Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.57%

Min. Invest

₹5,000

AUM

₹3,633.25 Cr

HSBC Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

6.45%

Min. Invest

₹5,000

AUM

₹23,038.43 Cr

HSBC Ultra Short Term Fund - Dir (G)

Equity | Ultra Short Term Fund

1Y returns

6.42%

Min. Invest

₹5,000

AUM

₹2,733.17 Cr

HSBC Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

6.40%

Min. Invest

₹5,000

AUM

₹6,382.40 Cr

HSBC Multi Asset Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

6.39%

Min. Invest

₹5,000

AUM

₹114.79 Cr

HSBC Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

6.02%

Min. Invest

₹5,000

AUM

₹847.33 Cr

HSBC Credit Risk Fund - Direct (G)

Equity | Credit Risk Fund

1Y returns

5.97%

Min. Invest

₹5,000

AUM

₹441.18 Cr

HSBC Equity Savings Fund - Direct (G)

Equity | Equity Savings Fund

1Y returns

5.88%

Min. Invest

₹5,000

AUM

₹1,557.92 Cr

HSBC Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.25%

Min. Invest

₹5,000

AUM

₹4,804.90 Cr

HSBC CRISIL IBX Gilt June 2027 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

5.02%

Min. Invest

₹5,000

AUM

₹180.60 Cr

HSBC Infrastructure Fund - Direct (G)

Equity | Thematic Fund

1Y returns

4.94%

Min. Invest

₹5,000

AUM

₹2,379.27 Cr

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

4.89%

Min. Invest

₹5,000

AUM

₹1,747.71 Cr

HSBC Income Plus Arbitrage Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

4.69%

Min. Invest

₹5,000

AUM

₹527.51 Cr

HSBC Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.44%

Min. Invest

₹5,000

AUM

₹3,880.69 Cr

HSBC Medium Term Fund - Direct (G)

Equity | Medium Term Fund

1Y returns

4.35%

Min. Invest

₹5,000

AUM

₹670.22 Cr

HSBC Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation Fund

1Y returns

4.24%

Min. Invest

₹5,000

AUM

₹3,140.77 Cr

HSBC Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

4.21%

Min. Invest

₹5,000

AUM

₹5,783.61 Cr

Top 10 HSBC Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
HSBC India Export Opportunities Fund - Dir (G) Thematic Fund \| Equity	16.73%	₹5,000	₹1,302.87
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.73%, 7.83%, and 7.83%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Midcap Fund - Direct (G) Mid Cap Fund \| Equity	11.67%	₹5,000	₹16,799.59
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.67%, 21.30%, and 16.30%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Small Cap Fund - Direct (G) Small Cap Fund \| Equity	8.95%	₹5,000	₹18,512.70
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.95%, 12.45%, and 14.94%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	6.57%	₹5,000	₹3,633.25
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.57%, 7.20%, and 6.66%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Liquid Fund - Direct (G) Liquid Fund \| Debt	6.45%	₹5,000	₹23,038.43
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.45%, 6.92%, and 6.40%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Ultra Short Term Fund - Dir (G) Ultra Short Term Fund \| Debt	6.42%	₹5,000	₹2,733.17
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.42%, 7.17%, and 6.56%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Money Market Fund - Direct (G) Money Market Fund \| Debt	6.40%	₹5,000	₹6,382.40
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.40%, 7.27%, and 6.57%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Multi Asset Active FOF - Dir (G) FoFs Domestic \| Other	6.39%	₹5,000	₹114.79
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.39%, 14.30%, and 10.77%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Ultra Short to Short Term Fund - Direct (G) Ultra Short to Short Term Fund \| Debt	6.02%	₹5,000	₹847.33
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.02%, 7.77%, and 6.92%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

HSBC Credit Risk Fund - Direct (G) Credit Risk Fund \| Debt	5.97%	₹5,000	₹441.18
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.97%, 11.63%, and 9.07%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

Top 10 HSBC Mutual Fund

HSBC India Export Opportunities Fund - Dir (G)

Equity | Thematic Fund

1Y returns

16.73%

Min. Invest

₹5,000

AUM

₹1,302.87 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.73%, 7.83%, and 7.83%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

11.67%

Min. Invest

₹5,000

AUM

₹16,799.59 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.67%, 21.30%, and 16.30%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

8.95%

Min. Invest

₹5,000

AUM

₹18,512.70 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.95%, 12.45%, and 14.94%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.57%

Min. Invest

₹5,000

AUM

₹3,633.25 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.57%, 7.20%, and 6.66%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

6.45%

Min. Invest

₹5,000

AUM

₹23,038.43 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.45%, 6.92%, and 6.40%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Ultra Short Term Fund - Dir (G)

Equity | Ultra Short Term Fund

1Y returns

6.42%

Min. Invest

₹5,000

AUM

₹2,733.17 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.42%, 7.17%, and 6.56%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

6.40%

Min. Invest

₹5,000

AUM

₹6,382.40 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.40%, 7.27%, and 6.57%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Multi Asset Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

6.39%

Min. Invest

₹5,000

AUM

₹114.79 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.39%, 14.30%, and 10.77%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

6.02%

Min. Invest

₹5,000

AUM

₹847.33 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.02%, 7.77%, and 6.92%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Credit Risk Fund - Direct (G)

Equity | Credit Risk Fund

1Y returns

5.97%

Min. Invest

₹5,000

AUM

₹441.18 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.97%, 11.63%, and 9.07%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Equity Savings Fund - Direct (G)

Equity | Equity Savings Fund

1Y returns

5.88%

Min. Invest

₹5,000

AUM

₹1,557.92 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.88%, 12.29%, and 10.66%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.25%

Min. Invest

₹5,000

AUM

₹4,804.90 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.25%, 6.03%, and 5.76%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC CRISIL IBX Gilt June 2027 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

5.02%

Min. Invest

₹5,000

AUM

₹180.60 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.02%, 7.33%, and 7.20%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Infrastructure Fund - Direct (G)

Equity | Thematic Fund

1Y returns

4.94%

Min. Invest

₹5,000

AUM

₹2,379.27 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.94%, 14.19%, and 15.92%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

4.89%

Min. Invest

₹5,000

AUM

₹1,747.71 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.89%, 7.45%, and 6.61%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Income Plus Arbitrage Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

4.69%

Min. Invest

₹5,000

AUM

₹527.51 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.69%, 7.41%, and 6.10%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.44%

Min. Invest

₹5,000

AUM

₹3,880.69 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.44%, 7.16%, and 6.08%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Medium Term Fund - Direct (G)

Equity | Medium Term Fund

1Y returns

4.35%

Min. Invest

₹5,000

AUM

₹670.22 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.35%, 7.58%, and 6.54%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation Fund

1Y returns

4.24%

Min. Invest

₹5,000

AUM

₹3,140.77 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.24%, 13.47%, and 13.47%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

HSBC Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

4.21%

Min. Invest

₹5,000

AUM

₹5,783.61 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.21%, 16.09%, and 12.62%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

FAQ’s

How to Start HSBC Mutual Fund SIP Online?

Log in or register on Torus Digital or the HSBC Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate HSBC Mutual Fund SIP?

Use our HSBC SIP Calculator and HSBC Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem HSBC Mutual Fund?

Log in to your account on Torus Digital or the HSBC Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem HSBC Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in HSBC Mutual Fund?

HSBC Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.