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HSBC Mutual Fund - Fund Manager

Kapil Punjabi

Kapil Punjabi

Qualification: B.M.S, M.M.S from Mumbai University. Experience:Over 14 years experience,prior to joining Edelwiess Asset Management Ltd, worked with Edeliwess Securities limited for two years and was responsible for investing in Indian Debt and Equity Markets for the asset management division. Prior to joining ESL 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.

Fund Name
Classification
Fund AUM (Cr.)
HSBC Credit Risk Fund - Regular (G)
Debt: Credit Risk
571.2
HSBC Equity Savings Fund (G)
Hybrid: Equity Savings
406.54
HSBC Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1493.75
HSBC Corporate Bond Fund - Bonus Plan
Debt: Corporate Bond
5965.7
HSBC Liquid Fund (G)
Debt: Liquid
17291.07
HSBC Conservative Hybrid Fund (G)
Hybrid: Conservative Hybrid
125.27
HSBC Medium to Long Duration Fund (G)
Debt: Medium to Long Duration
46.84
HSBC Liquid Fund - Reg (G)
Debt: Liquid
17291.07
HSBC Medium Duration Fund (G)
Debt: Medium Duration
812.21
HSBC Ultra Short Duration Fund (G)
Debt: Ultra Short Duration
2898.18
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Reverse Repos4.01%
Treps3.36%
91 DAYS T-BILL 07NOV242.20%
91 DAYS T-BILL 21NOV242.19%
HDFC Bank Limited2.00%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Credit Risk Fund - Regular (G)
0.54%
1.98%
3.66%
6.82%
5.73%
5.1%
6.89%
HSBC Equity Savings Fund (G)
2.43%
6.25%
12.83%
23.32%
12.25%
13.53%
9.48%
HSBC Balanced Advantage Fund (G)
3.24%
8.29%
9.75%
22.28%
11.21%
12.01%
11.22%
HSBC Corporate Bond Fund - Bonus Plan
0.71%
2.39%
3.97%
7.69%
5.21%
6.49%
5.86%
HSBC Liquid Fund (G)
0.58%
1.75%
3.65%
7.33%
5.98%
5.18%
4.54%
HSBC Conservative Hybrid Fund (G)
1.66%
4.62%
9.67%
16.69%
8.39%
9.32%
8.96%
HSBC Medium to Long Duration Fund (G)
0.62%
2.41%
3.88%
7.63%
4.05%
4.67%
6.49%
HSBC Liquid Fund - Reg (G)
0.58%
1.75%
3.65%
7.33%
5.65%
4.65%
5.99%
HSBC Medium Duration Fund (G)
0.62%
2.21%
3.99%
7.82%
5.4%
6.42%
6.95%
HSBC Ultra Short Duration Fund (G)
0.56%
1.79%
3.68%
7.24%
5.87%
N/A
5.42%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History