• Home
  • Mutual Funds
  • HSBC Floating Rate Fund - Long Term Plan Growth

HSBC Floating Rate Fund - Long Term Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HSBC Floating Rate Fund - Long Term Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹10000

AUM (Fund size)

₹27 Cr

Lock In Period

N/A

Expense Ratio

0.57

Exit Load

Nil

Benchmark

Crisil Liquid Fund Index

Summary

HSBC Floating Rate Fund - Long Term Plan Growth NAV is ₹0 as of 16 May, 2026. HSBC Floating Rate Fund - Long Term Plan Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in HSBC Floating Rate Fund - Long Term Plan Growth is ₹500. The AUM of HSBC Floating Rate Fund - Long Term Plan Growth is ₹27 Cr. The expense ratio of the fund is 0.57%, and its benchmark is Crisil Liquid Fund Index. The current exit load of the fund is Nil. In the last 1M months, HSBC Floating Rate Fund - Long Term Plan Growth has delivered 0.00% returns.

HSBC Floating Rate Fund - Long Term Plan Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.731.92
6M0.001.475.65
1Y0.005.2018.19
3Y0.0015.5531.28

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
View allocation % by

About Fund HSBC Floating Rate Fund - Long Term Plan Growth

HSBC Floating Rate Fund - Long Term Plan Growth managed by HSBC Mutual Fund,is a Debt - Floatersscheme with Assets Under Management of ₹27 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 0.57. 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
Franklin India Money Market Fund - Institutional Plan Growth0310.01 CR0.84
Fund Name1Y3Y
This FundFranklin India Money Market Fund - Institutional Plan Growth

HSBC Floating Rate Fund - Long Term Plan Growth FAQs

HSBC Floating Rate Fund - Long Term Plan 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 Floating Rate Fund - Long Term Plan Growth is 0.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Floating Rate Fund - Long Term Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of HSBC Floating Rate Fund - Long Term Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HSBC Floating Rate Fund - Long Term Plan 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 Floating Rate Fund - Long Term Plan Growth is ₹27 crore. It changes based on market performance, inflows, and outflows.

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