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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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2022-04-15
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak FMP Series - 226 Growth | 0 | 261.88 CR | 0.25 |
| This FundICICI Prudential FMP S 81 - 1100 Days Plan O Growth | 0 | 37.83 CR | 0.15 |
| This FundHSBC Fixed Term Series - 137 Growth | 0 | 74.83 CR | 0.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak FMP Series - 226 Growth | 3.9296 | 23.7476 |
| This FundICICI Prudential FMP S 81 - 1100 Days Plan O Growth | 9.2864 | 23.7492 |
| This FundHSBC Fixed Term Series - 137 Growth | 4.0358 | 23.7516 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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