HSBC Mutual Fund · Direct Growth · SEBI Category: Value/Contra
HSBC Value Fund benefits from HSBC Asset Management's global value investing expertise applied to Indian markets. The fund uses systematic valuation screens — price-to-earnings, price-to-book, dividend yield — combined with fundamental quality filters to identify genuinely undervalued businesses. HSBC's global research network provides international perspective on sector valuations that domestic-only research teams may miss.
The fund's approach is more systematic and quantitative compared to discretionary value managers like ICICI Pru Value Discovery. This systematic approach removes emotional bias from the value identification process — stocks are selected based on objective valuation criteria rather than subjective manager conviction. This makes the portfolio more rules-based and potentially more replicable across market cycles.
Gautam Bhupal is Fund Manager at HSBC Mutual Fund and manages HSBC Value Fund applying a systematic, research-driven value investing framework. He brings global HSBC investment group's value investing methodology to Indian equity markets — using quantitative valuation screens combined with fundamental research to identify stocks trading below intrinsic value across market caps.
For current co-manager details and full biography, refer to the latest HSBC Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Calculated from 865 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
When NAV is above 200 DMA the fund is in an uptrend. When below, it signals caution. Calculated from NAV data in DB.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how HSBC Value Fund ranks against other Value/Contra funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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