HSBC Mutual Funds is a leading investment firm in India. It is a part of part of HSBC Securities and Capital Markets (India) Private Limited. As a subsidiary of the 7th largest bank globally, it offers top-quality investment options and services to investors nationwide. HSBC Mutual Fund serves over 1 million customers through its 1000+ offices across India, managing a total corpus of Rs. 12,637.24 Crore as of 2022. They provide a range different scheme under three categories: equity, debt, and product add-on funds.
HSBC, short for the Hong Kong and Shanghai Banking Corporation, has a rich history dating back to 1886 and is one of the world's largest banks in terms of assets and revenues. Despite being a British-owned institution, it has a strong presence in South Asia, excelling in wealth and asset management, retail, and corporate banking.
In India, all their Mutual Funds operations are managed by their wholly-owned subsidiary, HSBC Asset Management (India) Private Limited, underscoring their commitment to the Indian market.
HSBC's Mutual Fund operations adhere to the Indian Trusts Act of 1882, with registration under the Securities and Exchange Board of India (Mutual Funds) following SEBI's guidelines, bearing the registration number MF/046/02/5, dated May 27, 2002.
You can start an SIP or make lumpsum investment in the mutual funds offered by HSBC Mutual Fund with Bajaj Finserv.
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Key information about HSBC Mutual Fund
Mutual fund name:
HSBC Mutual Fund
Founded in:
27 May 2002
AMC incorporation date:
12 December 2001
Sponsor name:
HSBC Securities and Capital Markets (India) Private Limited
Trustee organization:
Board of Trustees, HSBC Mutual Fund
How to invest in HSBC Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in HSBC Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
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Frequently Asked Questions
How to start HSBC Mutual Fund SIP online?
One can start investing in HSBC Mutual Fund online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate HSBC Mutual Fund SIP?
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
How to redeem HSBC Mutual Fund?
If you have invested in a HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in HSBC Mutual Fund?
If you have invested in a HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an HSBC Mutual Fund online?
If you have invested in any HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
Are HSBC Mutual Fund's schemes tax-free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered HSBC Mutual Fund.
How can I get the HSBC Mutual Fund statement?
If you have invested in any HSBC Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
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