HSBC Fixed Term Series - 140 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HSBC Fixed Term Series - 140 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

48 Cr

Lock In Period

N/A

Expense Ratio

0.36

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

HSBC Fixed Term Series - 140 Growth NAV is ₹12.5132 as of 16 May, 2026. HSBC Fixed Term Series - 140 Growth has delivered 22.96% returns since its launch. The minimum SIP investment amount in HSBC Fixed Term Series - 140 Growth is ₹0. The AUM of HSBC Fixed Term Series - 140 Growth is ₹48 Cr. The expense ratio of the fund is 0.36%, 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 - 140 Growth has delivered 0.33% returns.

HSBC Fixed Term Series - 140 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.33-1.634.54
6M1.840.3112.55
1Y3.802.5316.20
3Y7.138.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-06-15
View allocation % by

1. Net Current Assets (including cash & bank balances)100.00%

About Fund HSBC Fixed Term Series - 140 Growth

HSBC Fixed Term Series - 140 Growth managed by HSBC Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹48 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.36. 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 Name1Y3Y
This FundUTI Fixed Term Income Fund Series XXVI - Plan I Growth7.510122.9601
This FundHSBC Fixed Term Series - 140 Growth3.804422.9617

HSBC Fixed Term Series - 140 Growth FAQs

HSBC Fixed Term Series - 140 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 - 140 Growth is 0.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Fixed Term Series - 140 Growth’s fund performance is as follows:
  • 1 Month : 0.33%
  • 6 Months : 1.84%
  • 1 Year : 3.80%
  • 3 Years : 7.13%
Returns of HSBC Fixed Term Series - 140 Growth are updated daily based on NAV of ₹ 12.5132 as on Jun 15,2022. Since inception, the return has been 22.96%.

You can invest in HSBC Fixed Term Series - 140 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 - 140 Growth is ₹48 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Fixed Term Series - 140 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.