HSBC Mutual Fund has announced significant changes to the asset allocation of several of its funds, effective from August 26, 2026. According to the fund house announcement, the changes involve increasing equity and equity-related instruments allocation from 65-100% to 80-100% across multiple funds. This represents a 15 percentage point increase in the maximum equity exposure allowed in these funds.
Simultaneously, the fund house has reduced the allocation to debt and money market instruments from 0-35% to 0-20%. As reported by HSBC Mutual Fund, this represents a 15 percentage point decrease in the maximum debt exposure permitted in these funds. The changes also maintain the units issued by InvITs allocation at 0-10% and introduce commodities allocation of 0-20% for select funds.
The asset allocation changes will be implemented across multiple funds under HSBC Mutual Fund's portfolio. According to the fund house announcement, the changes are effective from August 26, 2026, providing investors with advance notice of the strategic rebalancing. The modifications reflect the fund house's strategic shift toward higher equity exposure while reducing debt and money market holdings across its fund offerings.
