Comprehensive Overview of HSBC Mutual Funds: Exploring SIP Returns
Investors looking to maximize their savings often consider Systematic Investment Plans (SIPs) with mutual funds. This article provides insights into various HSBC Mutual Funds and their performance over the past three and five years.
Key HSBC Mutual Fund Options
Here, we break down the recent performance metrics for popular HSBC mutual funds, focusing particularly on ₹1000 SIP investments.
HSBC Consumption Fund – Direct Plan (Growth)
- 3-Year Value: ₹4,175.80 (47.30% Gain)
- 5-Year Value: ₹4,175.80 (47.30% Gain)
HSBC Infrastructure Fund – Direct Plan (Growth)
- 3-Year Value: ₹26,994.20 (38.94% Gain)
- 5-Year Value: ₹104,636.30 (37.21% Gain)
HSBC Value Fund – Direct Plan (Growth)
- 3-Year Value: ₹24,817.00 (33.44% Gain)
- 5-Year Value: ₹91,932.70 (32.30% Gain)
HSBC Business Cycles Fund – Direct Plan (Growth)
- 3-Year Value: ₹24,705.80 (33.16% Gain)
- 5-Year Value: ₹88,099.00 (30.71% Gain)
Additional Noteworthy Funds
HDFC Flexi Cap Fund – Direct Plan (Growth)
- 3-Year Value: ₹23,768.50 (30.68% Gain)
- 5-Year Value: ₹88,072.00 (30.69% Gain)
Axis Small Cap Fund – Regular Plan (Growth)
- 3-Year Value: ₹22,177.80 (26.34% Gain)
- 5-Year Value: ₹88,013.90 (30.67% Gain)
Axis Mid Cap Fund – Regular Plan (Growth)
- 3-Year Value: ₹22,016.30 (25.89% Gain)
- 5-Year Value: ₹77,873.20 (26.17% Gain)
Understanding Focused Funds
HSBC Focused Fund – Direct Plan (Growth)
- 3-Year Value: ₹21,376.40 (24.07% Gain)
- 5-Year Value: ₹46,363.30 (23.51% Gain)
Canara Robeco Focused Equity Fund – Direct Plan (Growth)
- 3-Year Value: ₹1,983.10 (26.25% Gain)
- 5-Year Value: ₹7,411.70 (22.30% Gain)
Mirae Asset Focused Fund – Direct Plan (Growth)
- 3-Year Value: ₹17,914.60 (13.59% Gain)
- 5-Year Value: ₹63,984.10 (19.16% Gain)
A Look at Regular Plans
Canara Robeco Focused Equity Fund – Regular Plan (Growth)
- 3-Year Value: ₹1,564.50 (16.46% Gain)
- 5-Year Value: ₹6,730.80 (18.51% Gain)
Mirae Asset Focused Fund – Regular Plan (Growth)
- 3-Year Value: ₹17,509.60 (12.28% Gain)
- 5-Year Value: ₹61,185.40 (17.60% Gain)
Money Market Funds
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Mirae Asset Money Market Fund – Direct Plan (Growth):
- 3-Year Value: ₹15,860.80 (6.73% Gain)
- 5-Year Value: ₹15,860.80 (6.73% Gain)
- Mirae Asset Money Market Fund – Regular Plan (Growth):
- 3-Year Value: ₹15,754.00 (6.36% Gain)
- 5-Year Value: ₹15,754.00 (6.36% Gain)
Conclusion
Investing in HSBC Mutual Funds can provide substantial returns over time, especially through systematic investment plans. Whether focusing on infrastructure, consumption, or specialty funds, each option offers unique growth potential. For more insights on investment strategies and tips, check out our detailed blog here.
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