HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000000

AUM (Fund size)

22 Cr

Lock In Period

N/A

Expense Ratio

1.5

Exit Load

The exit load of 0.5% will be charged, if redeemed / switched out within 6 months from the date of investment.

Benchmark

Crisil Composite Bond Fund Index

Summary

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth NAV is ₹0 as of 16 May, 2026. HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth is ₹0. The AUM of HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth is ₹22 Cr. The expense ratio of the fund is 1.5%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is The exit load of 0.5% will be charged, if redeemed / switched out within 6 months from the date of investment.. In the last 1M months, HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth has delivered 0.00% returns.

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.883.10
6M0.000.8711.87
1Y0.002.4021.71
3Y0.0010.98142.24

Portfolio Analysis

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  • Debt:
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About Fund HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth

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

Fund NameRatingsAUMExpense Ratio
Nippon India Credit Risk Fund - Segregated Portfolio 2 Growth01343.43 CR1.46
Fund Name1Y3Y
This FundNippon India Credit Risk Fund - Segregated Portfolio 2 Growth

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth FAQs

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 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 Income Fund - Investment Plan - Institutional Plan OLD2 Growth is 1.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth’s fund performance is as follows:
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Returns of HSBC Income Fund - Investment Plan - Institutional Plan OLD2 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 Income Fund - Investment Plan - Institutional Plan OLD2 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 Income Fund - Investment Plan - Institutional Plan OLD2 Growth is ₹22 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Income Fund - Investment Plan - Institutional Plan OLD2 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.