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HSBC Mutual Fund - Fund Manager

Jalpan Shah

Jalpan Shah

Qualification: B.E. (Mechanical) and holds a PGDM. B.E. (Mechanical) and holds a PGDM . Experience:Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 2007 to Nov 2012), Lotus India Asset Management Company Private Limited (Sep 2007 to Nov 2007) as a Research Analyst, UTI Asset Management Company Private Limited (July 2006 to Aug 2007) as a Research Analyst/as a sales & Marketing Manager (May 2004 to June 2006).

Fund Name
Classification
Fund AUM (Cr.)
HSBC Corporate Bond Fund - Bonus Plan
Debt: Corporate Bond
6087.46
HSBC Dynamic Bond Fund (G)
Debt: Dynamic Bond
183.71
HSBC Banking and PSU Debt Fund (G)
Debt: Banking and PSU
4497.14
HSBC Ultra Short Duration Fund (G)
Debt: Ultra Short Duration
2133.54
HSBC Short Duration Fund (G)
Debt: Short Duration
3405.77
HSBC Corporate Bond Fund - (Growth)
Debt: Corporate Bond
6087.46
HSBC Gilt Fund (G)
Debt: Gilt
213.85
HSBC Banking and PSU Debt Fund (IDCW-D)
Debt: Banking and PSU
4497.14
HSBC Ultra Short Duration Fund (IDCW-D) RI
Debt: Ultra Short Duration
2133.54
HSBC Ultra Short Duration Fund (IDCW-W) RI
Debt: Ultra Short Duration
2133.54
Top Holdings - ConsoloidatedWts(%)
7.38% Government of India (20/06/2027)9.12%
7.06% Government of India (10/04/2028)3.56%
Indian Oil Corporation Limited2.81%
NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT2.64%
GSEC 08/01/2028 7.17%2.49%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Corporate Bond Fund - Bonus Plan
0.75%
2.05%
2.87%
6.69%
4.4%
7.51%
5.79%
HSBC Dynamic Bond Fund (G)
0.57%
2.34%
2.89%
6.51%
3.65%
6.12%
5.69%
HSBC Banking and PSU Debt Fund (G)
0.64%
1.85%
2.97%
6.48%
3.9%
6.16%
4.86%
HSBC Ultra Short Duration Fund (G)
0.65%
1.71%
3.36%
7.06%
5.09%
N/A
5.11%
HSBC Short Duration Fund (G)
0.64%
2.01%
3.11%
6.63%
4.33%
6.21%
7.38%
HSBC Corporate Bond Fund - (Growth)
0.75%
2.05%
2.87%
6.69%
4.4%
7.51%
7.28%
HSBC Gilt Fund (G)
0.52%
2.59%
2.62%
5.59%
2.94%
5.78%
7.75%
HSBC Banking and PSU Debt Fund (IDCW-D)
0.87%
1.87%
3.18%
6.42%
3.77%
6.06%
7.21%
HSBC Ultra Short Duration Fund (IDCW-D) RI
0.66%
1.74%
3.4%
7.13%
5.11%
N/A
5.11%
HSBC Ultra Short Duration Fund (IDCW-W) RI
0.66%
1.72%
4.28%
8.02%
5.41%
N/A
5.34%
Fund Performance