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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹75 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for HSBC Fixed Term Series - 137 Growth include a ₹1000.3147 NAV as of Dec 28,2025 and returns since inception of 23.75%. Minimum investments start at SIP ₹0. The HSBC Fixed Term Series - 137 Growth AUM is ₹75 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.29% returns, against a category average of -1.53% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.29-1.534.54
6M1.790.3212.55
1Y4.042.8616.20
3Y7.369.3836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-04-15
View allocation % by

1. Treps87.86%
2. Net Current Assets (including cash & bank balances)0.45%

1. Bank of Baroda11.69%

About Fund

HSBC Fixed Term Series - 137 Growth managed by HSBC Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹75 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.35. 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
This FundKotak FMP Series - 226 Growth0261.88 CR0.25
This FundICICI Prudential FMP S 81 - 1100 Days Plan O Growth037.83 CR0.15
This FundHSBC Fixed Term Series - 137 Growth074.83 CR0.35
Fund Name1Y3Y
This FundKotak FMP Series - 226 Growth3.929623.7476
This FundICICI Prudential FMP S 81 - 1100 Days Plan O Growth9.286423.7492
This FundHSBC Fixed Term Series - 137 Growth4.035823.7516

FAQs

HSBC Fixed Term Series - 137 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 - 137 Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Fixed Term Series - 137 Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 1.79%
  • 1 Year : 4.04%
  • 3 Years : 7.36%
Returns of HSBC Fixed Term Series - 137 Growth are updated daily based on NAV of ₹ 1000.3147 as on Dec 28,2025. Since inception, the return has been 23.75%.

You can invest in HSBC Fixed Term Series - 137 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 - 137 Growth is ₹75 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Fixed Term Series - 137 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500