Overview (as on 20 Nov 2020)

NAV

₹12.4043

1y returns

9.495%

Fund AUM

₹152 Cr

Expense Ratio

--

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Corporate
54.87%
Government
25.50%
Cash Equivalent
19.62%
Debt Credit Ratings
AAA
50.97%
AA
41.58%
A
7.45%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Top 10 Holdings

Fund Details

Investment Objectives
"To seek generation of returns by investing in a portfolio of fixed income instruments which mature on or before the maturity date of the Plan. However, there is no assurance or guarantee that the investment objective of the Plan will be achieved. The Plan does not assure or guarantee any returns."
Scheme Name
HSBC Fixed Term Series 132 Direct Plan - Dividend Payout Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
15 March, 2018
Fund Manager
Kapil Punjabi
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
NA
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
HSBC Fixed Term Series 132 Direct Plan - Growth OptionNRDirect0.12%9.50%
HSBC Fixed Term Series 132 Regular Plan - Dividend Payout OptionNRRegular0.00%9.26%

Peer Funds

Moderate Risk

Moderate Risk

Fund Managers

Kapil Punjabi
Kapil Punjabi

Manager

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."
Kapil Punjabi
Kapil Punjabi

leader

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."
Kapil Punjabi
Kapil Punjabi

leader

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."
Kapil Punjabi
Kapil Punjabi

leader

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."

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