HSBC Mutual Fund: equity and index funds
15 schemes in 10 categories; 17 of 26 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
Sectoral/Thematic (10 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Consumption FundThematic: Consumption · 3.2 yrs | A+ | 2.5% | 15.7% | +2.9% | 0.88% | ₹1,769 cr |
| HSBC Consumption FundThematic: Consumption · 3.2 yrs | A+ | 1.2% | 14.2% | +1.3% | 2.20% | ₹1,769 cr |
| HSBC Business Cycles FundThematic: Business Cycle · 3.9 yrs | A | 0.4% | 15.3% | +3.3% | 2.32% | ₹1,200 cr |
| HSBC Business Cycles FundThematic: Business Cycle · 3.9 yrs | A | 1.6% | 16.7% | +4.6% | 1.12% | ₹1,200 cr |
| HSBC Infrastructure FundThematic: Infrastructure · 3.9 yrs | B | 4.5% | 15.8% | -0.1% | 1.10% | ₹2,416 cr |
| HSBC Infrastructure FundThematic: Infrastructure · 3.9 yrs | C | 3.4% | 14.6% | -1.2% | 2.12% | ₹2,416 cr |
| HSBC Financial Services fundThematic: Banking & Financials · 1.7 yrs | – | 5.9% | – | – | 0.93% | ₹941 cr |
| HSBC Financial Services fundThematic: Banking & Financials · 1.7 yrs | – | 4.3% | – | – | 2.39% | ₹941 cr |
| HSBC India Export Opportunities FundThematic: Other Themes · 2.1 yrs | – | 20.2% | – | – | 1.02% | ₹1,269 cr |
| HSBC India Export Opportunities FundThematic: Other Themes · 2.1 yrs | – | 18.6% | – | – | 2.36% | ₹1,269 cr |
Index Fund (4 plans)
| Fund | Rating | Expense ratio | Tracking difference, 1Y | Tracking error, 1Y | 1Y return | AUM |
|---|---|---|---|---|---|---|
| HSBC NIFTY 50 Index FundHSBC Mutual Fund | A | 0.39% | -0.24% | 0.09% | -3.4% | ₹389 cr |
| HSBC NIFTY 50 Index FundHSBC Mutual Fund | B | 0.22% | -0.13% | 0.09% | -3.3% | ₹389 cr |
| HSBC NIFTY NEXT 50 Index FundHSBC Mutual Fund | B | 0.80% | -1.03% | 0.44% | 2.2% | ₹177 cr |
| HSBC NIFTY NEXT 50 Index FundHSBC Mutual Fund | C | 0.45% | -0.64% | 0.44% | 2.6% | ₹177 cr |
ELSS (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC ELSS Tax saver FundELSS · 3.9 yrs | A+ | 2.2% | 15.9% | +3.9% | 1.98% | ₹4,126 cr |
| HSBC ELSS Tax saver FundELSS · 3.9 yrs | A+ | 3.0% | 16.8% | +4.8% | 1.20% | ₹4,126 cr |
Flexi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Flexi Cap FundFlexi Cap · 20.6 yrs | A+ | 4.1% | 15.8% | +3.8% | 2.07% | ₹5,806 cr |
| HSBC Flexi Cap FundFlexi Cap · 13.8 yrs | A | 5.0% | 16.7% | +4.7% | 1.28% | ₹5,806 cr |
Focused (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Focused FundFocused · 6.3 yrs | A | 6.8% | 15.0% | +3.0% | 1.06% | ₹1,787 cr |
| HSBC Focused FundFocused · 6.3 yrs | B | 5.5% | 13.7% | +1.7% | 2.24% | ₹1,787 cr |
Large & Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Large & Mid Cap FundLarge & Mid Cap · 7.6 yrs | A | 9.6% | 18.4% | +5.1% | 1.31% | ₹5,668 cr |
| HSBC Large & Mid Cap FundLarge & Mid Cap · 7.6 yrs | A | 8.4% | 17.1% | +3.9% | 2.40% | ₹5,668 cr |
Large Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Large Cap FundLarge Cap · 20.6 yrs | B | 0.1% | 10.9% | -0.1% | 2.30% | ₹1,826 cr |
| HSBC Large Cap FundLarge Cap · 13.8 yrs | B | 1.0% | 11.9% | +0.9% | 1.40% | ₹1,826 cr |
Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Midcap FundMid Cap · 3.9 yrs | A+ | 15.3% | 22.4% | +7.2% | 1.09% | ₹16,299 cr |
| HSBC Midcap FundMid Cap · 3.9 yrs | A | 14.1% | 21.2% | +5.9% | 2.15% | ₹16,299 cr |
Multi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Multi Cap FundMulti Cap · 3.8 yrs | A | 4.6% | 17.7% | +4.8% | 0.79% | ₹6,264 cr |
| HSBC Multi Cap FundMulti Cap · 3.8 yrs | B | 3.3% | 16.2% | +3.3% | 2.03% | ₹6,264 cr |
Value / Contra (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| HSBC Value FundValue / Contra · 3.9 yrs | A+ | -0.7% | 14.5% | +2.5% | 1.84% | ₹15,096 cr |
| HSBC Value FundValue / Contra · 3.9 yrs | A | 0.3% | 15.6% | +3.6% | 0.88% | ₹15,096 cr |
Common questions
How many equity funds does HSBC Mutual Fund have?
15 equity and index schemes (30 plans, Regular and Direct) across 10 categories, as of 5 Nov 2026.
How do HSBC Mutual Fund funds rate?
17 of 26 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.