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HSBC Fixed Term Series - 133 Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Fixed Term Series - 133 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹118 Cr

Lock In Period

N/A

Expense Ratio

0.3

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

HSBC Fixed Term Series - 133 Growth NAV is ₹12.2944 as of 22 May, 2026. HSBC Fixed Term Series - 133 Growth has delivered 23.02% returns since its launch. The minimum SIP investment amount in HSBC Fixed Term Series - 133 Growth is ₹0. The AUM of HSBC Fixed Term Series - 133 Growth is ₹118 Cr. The expense ratio of the fund is 0.3%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, HSBC Fixed Term Series - 133 Growth has delivered 0.31% returns.

HSBC Fixed Term Series - 133 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.31-1.034.54
6M2.521.2012.55
1Y7.323.7416.20
3Y7.1510.9736.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-04-15
View allocation % by

1. Reverse Repos44.98%
2. Treps19.51%
3. Net Current Assets (including cash & bank balances)0.61%

1. JM Financial Products Ltd.7.89%
2. IIFL Home Finance Ltd.5.46%
3. Export Import Bank of India4.64%

1. Nabha Power Ltd.8.46%

1. Larsen & Toubro Ltd.8.45%

About Fund HSBC Fixed Term Series - 133 Growth

HSBC Fixed Term Series - 133 Growth managed by HSBC Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹118 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.3. Under the expert guidance of Kapil Punjabi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kapil Punjabi

Mr. Kapil holds B.M.S. and M.M.S. from Mumbai University. He has a work experience of over 4 years. Prior to joining Edelweiss Asset Management Ltd., he has worked with Edelweiss Securities Ltd., for two years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Ltd., he has worked with an overseas research entity where he was responsible for research and creating trading strategies in the US and European Bond Futures and Interest Rate Futures from India.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Fixed Term Plan - Series TJ Growth027.49 CR0.15
SBI Fixed Maturity Plan (FMP) - Series 55 Growth0270.74 CR0.23
HSBC Fixed Term Series - 133 Growth0118.43 CR0.3
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series TJ Growth6.027523.0139
This FundSBI Fixed Maturity Plan (FMP) - Series 55 Growth5.906423.0187
This FundHSBC Fixed Term Series - 133 Growth7.318423.0203

HSBC Fixed Term Series - 133 Growth FAQs

HSBC Fixed Term Series - 133 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Fixed Term Series - 133 Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Fixed Term Series - 133 Growth’s fund performance is as follows:
  • 1 Month : 0.31%
  • 6 Months : 2.52%
  • 1 Year : 7.32%
  • 3 Years : 7.15%
Returns of HSBC Fixed Term Series - 133 Growth are updated daily based on NAV of ₹ 12.2944 as on May 03,2021. Since inception, the return has been 23.02%.

You can invest in HSBC Fixed Term Series - 133 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Fixed Term Series - 133 Growth is ₹118 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Fixed Term Series - 133 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.