INDProtect

Overview (as on 05 Mar 2021)

NAV

₹10.9675

1y returns

5.67%

Fund AUM

₹173 Cr

Expense Ratio

0.41%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Government
43.27%
Corporate
41.88%
Cash Equivalent
14.85%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

NA

Average Maturity 

0.39 yr

Yield to Maturity 

NA

Holdings

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
Email
NA
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Peer Funds

Moderately Low risk

Moderately Low risk

Fund Manager

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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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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