Skip to main content

The app Advisors Fee Plans Questions Talk to an advisor

Free tools · Fund houses

HSBC Mutual Fund schemes

The 39 HSBC funds with a direct plan and at least a year behind them: returns over 1, 3 and 5 years, and where each equity fund ranks in its category.

SEBI Registered Investment Adviser · INA000020572 · Fee-only, zero commissions

HSBC equity funds, with their category ranks

Direct plans, growth option. Annualised returns to 09 Oct 2026. The rank is each fund's place among the funds of its own category.

Fund	Category	1 year	3 years	5 years	Rank in category
HSBC ELSS Tax saver Fund	ELSS	0.2%	15.2%	n/a	4 of 37, 3 years
HSBC Flexi Cap Fund	Flexi Cap	3.1%	15.2%	11.9%	7 of 27, 5 years
HSBC Focused Fund	Focused	4.7%	13.9%	11.2%	7 of 22, 5 years
HSBC Large & Mid Cap Fund	Large & Mid Cap	5.4%	16.8%	13.2%	5 of 26, 5 years
HSBC Large Cap Fund	Large Cap	-3.2%	9.8%	8.1%	11 of 27, 5 years
HSBC Midcap Fund	Mid Cap	13.6%	22.6%	n/a	1 of 28, 3 years
HSBC Multi Cap Fund	Multi Cap	5.6%	17.4%	n/a	3 of 22, 3 years
HSBC Value Fund	Value	-0.7%	14.6%	n/a	6 of 20, 3 years

Of its 4 equity funds with a five year record, 4 sit in the upper half of their category by return.

HSBC debt funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

Fund	Category	1 year	3 years	5 years
HSBC Banking and PSU Debt Fund	Banking and PSU	4.5%	7.0%	n/a
HSBC Corporate Bond Fund	Corporate Bond	4.8%	7.4%	n/a
HSBC Credit Risk Fund	Credit Risk	6.2%	11.8%	n/a
HSBC Dynamic Term Fund	Dynamic Bond	2.6%	6.8%	n/a
HSBC Gilt Fund	Gilt	1.4%	6.1%	n/a
HSBC Medium Term Fund	Medium Duration	4.7%	7.7%	n/a
HSBC Medium to Long Term Fund	Medium to Long Duration	2.7%	6.7%	5.2%
HSBC Money Market Fund	Money Market	6.5%	7.3%	n/a
HSBC Overnight Fund	Overnight	5.3%	6.0%	5.8%
HSBC Ultra Short to Short Term Fund	Low Duration	6.2%	7.8%	n/a

HSBC fund of funds funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

Fund	Category	1 year	3 years	5 years
HSBC Aggressive Hybrid Active FOF	Domestic Fund of Funds	4.7%	12.2%	9.8%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund	Overseas Fund of Funds	29.2%	28.1%	14.9%
HSBC Brazil Fund	Overseas Fund of Funds	56.1%	25.0%	14.5%
HSBC Global Emerging Markets Fund	Overseas Fund of Funds	39.0%	30.9%	12.7%
HSBC Income Plus Arbitrage Active FOF	Domestic Fund of Funds	5.0%	7.6%	6.2%
HSBC Multi Asset Active FOF	Domestic Fund of Funds	7.7%	14.9%	11.2%

HSBC hybrid funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

Fund	Category	1 year	3 years	5 years
HSBC Aggressive Hybrid Fund	Aggressive Hybrid	3.1%	13.1%	n/a
HSBC Arbitrage Fund	Arbitrage	6.6%	7.2%	n/a
HSBC Balanced Advantage Fund	Balanced Advantage	0.4%	9.3%	n/a
HSBC Conservative Hybrid Fund	Conservative Hybrid	1.1%	8.7%	7.3%
HSBC Equity Savings Fund	Equity Savings	6.1%	12.5%	n/a
HSBC Multi Asset Allocation Fund	Multi Asset Allocation	5.4%	n/a	n/a

HSBC index funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

Fund	Category	1 year	3 years	5 years
HSBC Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund	Index	5.1%	7.6%	n/a
HSBC Crisil IBX Gilt June 2027 Index Fund	Index	5.3%	7.5%	n/a
HSBC Nifty 50 Index Fund	Index	-9.8%	5.9%	n/a
HSBC Nifty Next 50 Index Fund	Index	-0.3%	15.6%	n/a

HSBC sector and theme funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

Fund	Category	1 year	3 years	5 years
HSBC Business Cycles Fund	Sectoral and Thematic	0.9%	15.8%	n/a
HSBC Consumption Fund	Sectoral and Thematic	-0.9%	14.6%	n/a
HSBC Financial Services fund	Sectoral and Thematic	4.6%	n/a	n/a
HSBC India Export Opportunities Fund	Sectoral and Thematic	17.6%	n/a	n/a
HSBC Infrastructure Fund	Sectoral and Thematic	6.8%	15.3%	n/a

Hold HSBC funds?

Check your whole portfolio

Funds from one house often share a research team and a style. Add everything you hold to see how much of the same shares your funds own, and what you pay in commissions.

Check your portfolio

Choosing a fund?

Talk it through first

Which fund suits you depends on your goals, your tax position and what else you own. An advisor will go through it with you on a free call.

Talk to an advisor

Questions

How many schemes does HSBC Mutual Fund have?

This page lists 39 HSBC schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 8 are diversified equity funds. Exchange traded funds and newer funds are not included.

Which HSBC mutual fund has given the highest return?

Over the five years to 09 Oct 2026, HSBC Asia Pacific (Ex Japan) Dividend Yield Fund returned the most among HSBC funds: 14.9% a year in its direct plan. Funds in different categories carry different risk, so this is not a like-for-like comparison, and past returns do not tell you which fund will lead next.

How are HSBC funds ranked here?

Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.