HSBC Mutual Fund

As of 31 Oct 2025, fund size of HSBC Equity Savings Fund is 221.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.70% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

HSBC Equity Savings Fund has given 13.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.92%

At present HSBC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Balanced Advantage Fund is 1,398.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HSBC Balanced Advantage Fund has given 11.30% annualized return for the last 3 years. The funds SIP returns during the same period is 9.78%

At present HSBC Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Conservative Hybrid Fund is 111.55 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Conservative Hybrid Fund has given 9.26% annualized return for the last 3 years. The funds SIP returns during the same period is 8.25%

At present HSBC Conservative Hybrid Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is 1,896.75 Cr.

The average category Returns for Sectoral funds under Equity class are 15.22% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund has given 7.72% annualized return for the last 3 years. The funds SIP returns during the same period is 7.97%

At present HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Banking And PSU Debt Fund is 4,498.05 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.24% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

HSBC Banking And PSU Debt Fund has given 7.17% annualized return for the last 3 years. The funds SIP returns during the same period is 7.49%

At present HSBC Banking And PSU Debt Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Ultra Short Duration Fund is 2,178.06 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.84% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

HSBC Ultra Short Duration Fund has given 7.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.12%

At present HSBC Ultra Short Duration Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Arbitrage Fund is 2,063.17 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.95% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HSBC Arbitrage Fund has given 6.95% annualized return for the last 3 years. The funds SIP returns during the same period is 6.63%

At present HSBC Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Overnight Fund is 3,313.24 Cr.

The average category Returns for Overnight funds under Debt class are 6.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

HSBC Overnight Fund has given 6.33% annualized return for the last 3 years. The funds SIP returns during the same period is 6.16%

At present HSBC Overnight Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC CRISIL IBX Gilt June 2027 Index Fund is 242.42 Cr.

The average category Returns for Sectoral funds under Equity class are 15.22% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC CRISIL IBX Gilt June 2027 Index Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Equity Savings Fund is 221.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.70% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

HSBC Equity Savings Fund has given 13.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.92%

At present HSBC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Balanced Advantage Fund is 1,398.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HSBC Balanced Advantage Fund has given 11.30% annualized return for the last 3 years. The funds SIP returns during the same period is 9.78%

At present HSBC Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Conservative Hybrid Fund is 111.55 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HSBC Conservative Hybrid Fund has given 9.26% annualized return for the last 3 years. The funds SIP returns during the same period is 8.25%

At present HSBC Conservative Hybrid Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is 1,896.75 Cr.

The average category Returns for Sectoral funds under Equity class are 15.22% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund has given 7.72% annualized return for the last 3 years. The funds SIP returns during the same period is 7.97%

At present HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Banking And PSU Debt Fund is 4,498.05 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.24% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

HSBC Banking And PSU Debt Fund has given 7.17% annualized return for the last 3 years. The funds SIP returns during the same period is 7.49%

At present HSBC Banking And PSU Debt Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Ultra Short Duration Fund is 2,178.06 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.84% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

HSBC Ultra Short Duration Fund has given 7.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.12%

At present HSBC Ultra Short Duration Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Arbitrage Fund is 2,063.17 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.95% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HSBC Arbitrage Fund has given 6.95% annualized return for the last 3 years. The funds SIP returns during the same period is 6.63%

At present HSBC Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC Overnight Fund is 3,313.24 Cr.

The average category Returns for Overnight funds under Debt class are 6.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

HSBC Overnight Fund has given 6.33% annualized return for the last 3 years. The funds SIP returns during the same period is 6.16%

At present HSBC Overnight Fund has not been rated by us.

Not Rated

As of 31 Oct 2025, fund size of HSBC CRISIL IBX Gilt June 2027 Index Fund is 242.42 Cr.

The average category Returns for Sectoral funds under Equity class are 15.22% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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At present HSBC CRISIL IBX Gilt June 2027 Index Fund has not been rated by us.

Not Rated