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  • HSBC Fixed Term Series 135 fund (Growth)
HSBC Mutual Funds

HSBC Fixed Term Series 135 fund (Growth)

Short TermShort Term

11.0813

NAV (Jul 30)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.0813

NAV (Jul 30)

Fund Returns

Last 1Y
3.9%
Last 3Y
3.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
3.4%
6 Month CAGR
1.7%

Scheme Information

Investment Objective

The Plan will invest predominantly in debt and money market instruments where interest rate risk is relatively low to medium. The funds will be invested in a portfolio of debt and money market instruments maturing on or before the maturity date of the Plan. HFTS is a portfolio of securities with known maturity seeking to generate returns. As part of the portfolio strategy,there would be no security in the portfolio maturing at a date later than the maturity date. Due to this strategy,the average maturity of the Plan under HFTS will always be equal to or lower than the tenure of the Plan. The Plan would invest only in such securities which mature on or before the date of the maturity of the Plan. However,the Fund Manager would aim to reinvest the proceeds from securities maturing closer to the maturity of the Plan.

Expense Ratio
0
Launched (6y ago)
Jul 12, 2018
AUM in Crores
185.552
ISIN
INF336L01NB7
Lock-in
No Lock-in
Benchmark
CRISIL Composite Bond Fund TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
4.2
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Fixed Term Series 135 fund (Growth)70%7,92,538 59,9263.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2021-07-30

Top Stock Holdings

See all holdings

Comparison with Short Term Funds

Fund NameFund Size
amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,551 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR
HSBC Corporate Bond Fund (G)
HSBC Corporate Bond Fund (G)

5.1%

7.3%

26.7%

16.8%

20.3%

15.4%

2.2%

5.3%

5.1%

%

HSBC Fixed Term Series 135 fund (G) Review

HSBC Fixed Term Series 135 fund (G) is a Short Term Short Term fund and has delivered an annualised return of 3.4% over a period of 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.

Nav of HSBC Fixed Term Series 135 fund (G) as of 7/30/2021 is ₹11.08 with the total AUM as of 3/29/2024 is ₹185.552. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Fixed Term Series 135 fund (G) was launched on Jul 12, 2018. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for HSBC Fixed Term Series 135 fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is HSBC Fixed Term Series 135 fund (G)?

HSBC Fixed Term Series 135 fund (G) is a Short Term Short Term scheme predominantly investing across Short Term instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Fixed Term Series 135 fund (G)?

You can invest in HSBC Fixed Term Series 135 fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Fixed Term Series 135 fund (G)?

The minimum sip amount for HSBC Fixed Term Series 135 fund (G) is ₹0. You can invest in multiples of ₹5000.

Is HSBC Fixed Term Series 135 fund (G) good to invest in?

As per Scripbox experts, HSBC Fixed Term Series 135 fund (G) is a Not Reviewed Yet fund. You can investHSBC Fixed Term Series 135 fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Fixed Term Series 135 fund (G)?

The expense ratio of the HSBC Fixed Term Series 135 fund (G) is % for regular plan.