India

Mutual Fund product details

Investment needs of an individual vary over time and depend on his/her investment objectives and financial goals. Defining your investment objectives and identifying financial goals is the key to financial security and wealth.

Once investment objectives have been identified, you now need to plan meticulously to achieve them. Investment experts around the world advise instruments like equity funds and stocks for long-term (more than 5 years), income funds for medium-term and liquid funds for short-term needs.

Investment matrix


The investment matrix above depicts a broad variety of available investment options in mutual funds. These are categorised by risk/return levels. Those at the top provide for a greater opportunity for long-term capital growth with a higher risk level while those at the bottom take care of current income and conservation of capital with a lower risk level. HSBC Mutual Fund offers products at both ends to cater to your individual needs.

Equity products
Mutual FundHSBC Equity Fund Mutual FundHSBC Unique Opportunities Fund
Mutual FundHSBC India Opportunities Fund Mutual FundHSBC Dynamic Fund
Mutual FundHSBC Midcap Equity Fund Mutual FundHSBC Emerging Markets Fund
Mutual FundHSBC Progressive Themes Fund Mutual FundHSBC Small Cap Fund
Mutual FundHSBC Tax Saver Equity Fund Mutual FundHSBC Brazil Fund
Debt products
Mutual FundHSBC MIP Mutual FundHSBC Cash Fund
Mutual FundHSBC Gilt Fund Mutual FundHSBC Fixed Term Series
Mutual FundHSBC Income Fund Mutual FundHSBC Ultra Short Term Bond Fund
Mutual FundHSBC Floating Rate Fund Mutual FundHSBC Flexi Debt Fund
Product add-on
Mutual FundHSBC Systematic Investment Plan (HSBC SIP)
Mutual FundHSBC Systematic Transfer Plan (HSBC STP)

Mutual funds are a tax efficient investment vehicle. Tax benefits are available for investments made in both equity and debt mutual funds. Additionally, there are other benefits to investing in mutual funds. To know more about these benefits, follow the links below.