HSBC MF Announces change in category, type and fund managers under its schemes

Published on Nov 29, 2022 10:03

HSBC Mutual Fund has announced change in category, type and fund managers under the following schemes, with effect from 26 November 2022.

Fund Managers of schemes of HSBC MF:

Name of the Scheme	Scheme Category	Type of Scheme	Fund Managers
HSBC Focused Fund	Focused Fund	An open ended equity scheme investing in maximum 30 stocks across market caps.	Neelotpal Sahai and Ankur Arora
HSBC Flexi Cap Fund	Flexi Cap Fund	An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.	Vihang Shankar Naik and Venugopal Manghat
HSBC Ultra Short Duration Fund	Ultra Short Duration Fund	An Open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months to 6 months. A relatively low interest rate risk and moderate credit risk.	Mahesh Chhabria and Jalpan Shah
HSBC Overnight Fund	Overnight Fund	An open-ended debt scheme investing in overnight securities. A relatively low interest rate risk and relatively low credit risk.	Kapil Lal Punjabi and Mahesh Chhabria
HSBC Large and Mid Cap Fund	Large and Mid Cap Fund	An open ended equity scheme investing in both large cap and mid cap stocks.	Cheenu Gupta and Neelotpal Sahai
HSBC Large Cap Fund	Large Cap Fund	An open ended equity scheme predominantly investing in large cap stocks.	Neelotpal Sahai and Ankur Arora
HSBC Conservative Hybrid Fund	Conservative Hybrid Fund	An open ended hybrid scheme investing predominantly in debt instruments.	Ritesh Jain and Cheenu Gupta (Fund Manager Equity)
HSBC Liquid Fund	Liquid Fund	An open-ended liquid scheme. A relatively low interest rate risk and moderate credit risk.	Kapil Lal Punjabi and Shriram Ramanathan
HSBC Mid cap Fund	Mid cap Fund	An open ended equity scheme predominantly investing in mid cap stocks.	Vihang Shankar Naik and Cheenu Gupta
HSBC Aggressive Hybrid Fund	Aggressive Hybrid Fund	An open ended hybrid scheme investing predominantly in equity and equity related instruments.	Shriram Ramanathan and Cheenu Gupta (Fund Manager Equity)
HSBC Dynamic Bond Fund	Dynamic Bond Fund	An open ended dynamic debt scheme investing across duration. A relatively high interest rate risk and relatively low credit risk.	Jalpan Shah and Shriram Ramanathan
HSBC Infrastructure Fund	Thematic - Infrastructure Fund	An open-ended equity Scheme following Infrastructure theme.	Venugopal Manghat and Gautam Bhupal
HSBC Low Duration Fund	Low Duration Fund	An open ended low duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months. A relatively low interest rate risk and moderate credit risk.	Shriram Ramanathan and Mahesh Chhabria
HSBC Short Duration Fund	Short Duration Fund	An open-ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. A moderate interest rate risk and moderate credit risk.	Jalpan Shah and Shriram Ramanathan
HSBC Small Cap Fund	Small Cap Fund	An open ended equity scheme predominantly investing in small cap stocks.	Venugopal Manghat and Vihang Shankar Naik
HSBC Medium to Long Duration Fund	Medium to Long Duration Fund	An open-ended medium to long term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4 years to 7 years. A relatively high interest rate risk and moderate credit risk.	Jalpan Shah and Shriram Ramanathan
HSBC CRISIL IBX 50-50 Gilt Plus SDL Apr 2028 Index Fund	Index Fund	An open-ended Target Maturity Index Fund tracking CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028. Relatively high interest rate risk and relatively low credit risk	Ritesh Jain and Kapil Lal Punjabi
HSBC Global Equity Climate Change Fund of Fund	Fund of Funds (Overseas)	An open ended fund of fund scheme investing in HSBC Global Investment Funds - Global Equity Climate Change	B. Aswin Kumar
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund	Fund of Funds (Overseas)	An Open Ended Fund of Funds Scheme investing in HSBC Global Investments Fund - (HGIF) Asia Pacific Ex Japan Equity High Dividend Fund	B. Aswin Kumar
HSBC Brazil Fund	Fund of Funds (Overseas)	An Open-Ended Fund of Funds Scheme investing in HSBC Global Investments Fund - (HGIF) Brazil Equity Fund	B. Aswin Kumar
HSBC Global Emerging Markets Fund	Fund of Funds (Overseas)	An open ended fund of fund scheme investing in HSBC Global Investment Funds - Global Emerging Markets Equity Fund	B. Aswin Kumar
HSBC Managed Solutions India - Growth	Fund of Funds (Overseas/Domestic)	An Open Ended Fund of Funds Scheme investing in a basket of equity, debt, Gold and other Exchange Traded Funds	Gautam Bhupal
HSBC Managed Solutions India - Moderate	Fund of Funds (Overseas/Domestic)	An Open Ended Fund of Funds Scheme investing in a basket of equity, debt, Gold and other Exchange Traded Funds	Gautam Bhupal
HSBC Managed Solutions India - Conservative	Fund of Funds (Domestic)	An Open Ended Fund of Funds Scheme investing in a basket of equity, debt, Gold and other Exchange Traded Funds	Gautam Bhupal
HSBC Business Cycles Fund	Thematic Fund	An open-ended equity scheme following business cycles based investing theme	Ankur Arora and Venugopal Manghat
HSBC Banking and PSU Debt Fund	Banking and PSU Fund	An open-ended debt scheme primarily investing in debt instruments of banks, public sector undertakings, public financial institutions and municipal bonds. A relatively high interest rate risk and relatively low credit	Mahesh Chhabria and Jalpan Shah
HSBC Credit Risk Fund	Credit Risk Fund	An open-ended debt scheme predominantly investing in AA and below rated corporate bonds (excluding AA+ rated corporate bonds). A relatively high interest rate risk and relatively high credit risk	Shriram Ramanathan and Kapil Lal Punjabi
HSBC Gilt Fund	Gilt Fund	An open-ended debt scheme investing in government securities across maturity. A relatively high interest rate risk and relatively low credit risk	Jalpan Shah and Shriram Ramanathan
HSBC Money Market Fund	Money Market Fund	An open-ended debt scheme investing in money market instruments. A relatively low interest rate risk and moderate credit risk	Kapil Lal Punjabi and Shriram Ramanathan
HSBC Value Fund	Value Fund	An open ended equity scheme following a value investment strategy	Venugopal Manghat and Vihang Shankar Naik
HSBC Medium Duration Fund	Medium Duration Fund	An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 years to 4 years. A relatively high interest rate risk and moderate credit risk	Shriram Ramanathan and Kapil Lal Punjabi
HSBC Corporate Bond Fund	Corporate Bond Fund	An open-ended debt scheme predominantly investing in AA+ and above rated corporate bonds. A relatively high interest rate risk and relatively low credit risk	Jalpan Shah and Shriram Ramanathan
HSBC Arbitrage Fund	Arbitrage Fund	An open ended scheme investing in arbitrage opportunities	Ritesh Jain and Praveen Ayathan (Fund Manager Equity)
HSBC Balanced Advantage Fund	Balanced Advantage Fund	An open ended dynamic asset allocation fund	Ritesh Jain and Neelotpal Sahai (Fund Manager Equity)
HSBC Equity Savings Fund	Equity Savings Fund	An open ended scheme investing in equity, arbitrage and debt	Ritesh Jain and Cheenu Gupta (Fund Manager Equity)
HSBC ELSS Fund	ELSS Fund	An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit	Cheenu Gupta and Gautam Bhupal
HSBC Nifty 50 Index Fund	Index Fund	An open-ended Equity Scheme tracking NIFTY 50 Index.	Praveen Ayathan
HSBC Nifty Next 50 Index Fund	Index Fund	An open-ended Equity Scheme tracking Nifty Next 50 Index	Praveen Ayathan
HSBC Tax Saver Equity Fund	ELSS Fund	An open ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit	Gautam Bhupal and Cheenu Gupta