Overview (as on 15 Jun 2021)



1y returns


Fund AUM

₹174 Cr

Expense Ratio


Fund Performance


Monthly SIP

I would like to invest

For Time Period
5 years
Total investment

Asset Allocation

Sector Allocation
Cash Equivalent
Debt Credit Ratings

Key Metrics

Modified Duration 

0.0 yr

Average Maturity 

1.49 yr

Yield to Maturity 



Fund Details

Investment Objectives
The Plan will invest predominantly in debt and money market instruments where interest rate risk is relatively low to medium. The funds will be invested in a portfolio of debt and money market instruments maturing on or before the maturity date of the Plan. HFTS is a portfolio of securities with known maturity seeking to generate returns. As part of the portfolio strategy, there would be no security in the portfolio maturing at a date later than the maturity date. Due to this strategy, the average maturity of the Plan under HFTS will always be equal to or lower than the tenure of the Plan. The Plan would invest only in such securities which mature on or before the date of the maturity of the Plan. However, the Fund Manager would aim to reinvest the proceeds from securities maturing closer to the maturity of the Plan.
Scheme Name
HSBC Fixed Term Series 134 Regular Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
08 June, 2018
Fund Manager
Kapil Punjabi
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Peer Funds

Low to Moderate Risk

Low to Moderate Risk

Fund Manager

Kapil Punjabi
Kapil Punjabi


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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