Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹0 & Lump. ₹5000000
₹22 Cr
N/A
1.5
Crisil Composite Bond Fund Index
The exit load of 0.5% will be charged, if redeemed / switched out within 6 months from the date of investment.
Summary
Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.62 | 3.10 |
| 6M | 0.00 | 0.31 | 11.87 |
| 1Y | 0.00 | 2.54 | 21.71 |
| 3Y | 0.00 | 8.67 | 142.24 |
Portfolio Analysis
- Equity:
- Debt:
- Others
About Fund
HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth managed by HSBC Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹22 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.5. Under the expert guidance of Sanjay Shah ,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
Sanjay Shah
Mr. Sanjay is a Chartered Accountant and holds a PGDM. He has been associated with HSBC since December 2008, before which he worked with FIL Fund Management Pvt. Ltd. as Credit Analyst and Lehman Brothers Structured Financial Services Pvt. Ltd. as Vice President - Convertible Products, Rabo India Finance Private Limited as Senior Manager - Credit Risk, ICICI Bank Limited as Manager - Credit Risk, SBI Funds Management Private Limited as Chief Manager - Debt Funds.
Peer Comparison
FAQs
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %