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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
6075.23
HSBC Dynamic Bond Fund (G)
Debt: Dynamic Bond
174.1
HSBC Banking and PSU Debt Fund (G)
Debt: Banking and PSU
4498.05
HSBC Ultra Short Duration Fund (G)
Debt: Ultra Short Duration
2178.06
HSBC Short Duration Fund (G)
Debt: Short Duration
3331.22
HSBC Corporate Bond Fund - (Growth)
Debt: Corporate Bond
6075.23
HSBC Gilt Fund (G)
Debt: Gilt
213.8
HSBC Banking and PSU Debt Fund (IDCW-D)
Debt: Banking and PSU
4498.05
HSBC Ultra Short Duration Fund (IDCW-D) RI
Debt: Ultra Short Duration
2178.06
HSBC Ultra Short Duration Fund (IDCW-W) RI
Debt: Ultra Short Duration
2178.06
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
7.38% GSEC 20/06/20279.03%
7.06% Govt of India (10/04/2028)3.41%
Indian Oil Corporation Limited2.84%
NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA2.51%
GSEC 08/01/2028 7.17%2.43%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Corporate Bond Fund - Bonus Plan
0.93%
2.23%
3.56%
7.67%
5.47%
7.74%
5.81%
HSBC Dynamic Bond Fund (G)
1.44%
2.99%
4.02%
7.98%
4.86%
6.3%
5.74%
HSBC Banking and PSU Debt Fund (G)
0.71%
1.91%
3.28%
7.24%
4.35%
6.18%
4.87%
HSBC Ultra Short Duration Fund (G)
0.69%
1.77%
3.45%
7.19%
5.25%
N/A
5.17%
HSBC Short Duration Fund (G)
0.66%
2.03%
3.36%
7.12%
4.71%
6.2%
7.37%
HSBC Corporate Bond Fund - (Growth)
0.93%
2.23%
3.56%
7.67%
5.47%
7.74%
7.28%
HSBC Gilt Fund (G)
1.6%
3.31%
4.02%
7.51%
4.33%
5.93%
7.79%
HSBC Banking and PSU Debt Fund (IDCW-D)
0.72%
1.94%
3.48%
7.17%
4.22%
6.07%
7.21%
HSBC Ultra Short Duration Fund (IDCW-D) RI
0.65%
1.83%
3.49%
7.24%
5.25%
N/A
5.17%
HSBC Ultra Short Duration Fund (IDCW-W) RI
0.52%
1.6%
4.13%
7.98%
5.51%
N/A
5.35%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History