HSBC Financial Services Fund
NAV : ₹ 11.799 as of 17 December, 2025
Overview
₹ 803.39 Cr
Fund size
₹ 500
Min SIP
₹ 5000
Lumpsum
06 February 2025
Launch date
Growth
Fund plan
Regular
Scheme type
Top Holdings
HDFC Bank Ltd. | 7.08% |
ICICI Bank Ltd. | 5.98% |
Nippon Life India Asset Management Ltd. | 5.61% |
State Bank of India | 5.11% |
Shriram Finance Ltd | 4.69% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.32%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
0
View Scheme Document
Peer Analysis
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Compare Funds
Compare with other funds
HSBC Financial Services Fund Managers
List of HSBC Mutual Fund's top performing schemes
23.82% | |
23.10% | |
21.13% | |
20.15% | |
19.63% | |
19.45% | |
17.47% | |
17.46% | |
17.17% | |
15.76% |
Fund House

HSBC Mutual Fund
Total AUM: 139317.89Cr
HSBC Mutual Fund, a fund house with a 21-year history in India, offers a diverse range of investment options spanning equity, debt and hybrid categories. It operates under HSBC Asset Management, a global asset manager overseeing $641 billion in assets across 23 countries as of March 2023. The fund house is sponsored by HSBC Securities and Capital Markets (India) Private Limited (HSCI). Leveraging its international presence, the AMC is committed to delivering sustainable investment solutions. As of November 2025, the AMC manages assets worth Rs.139,317 crores in India.
Learn more about HSBC Mutual Fund
Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for HSBC Financial Services Fund
Start SIP with just Rs.100
Start SIP with just Rs.100