Kapil Punjabi

₹47,724 Cr

AUM

Schemes

About Kapil Punjabi

Experienced Fixed Income Portfolio Manager in the Indian financial market with near 18 years of overall experience and over 14 years as a Mutual Fund Fixed Income Portfolio Manager. Proficient in managing products across various durations and skilled in investment analysis, risk management and portfolio optimization. Passionate about achieving excellence, staying ahead of market trends, and maintaining a disciplined approach to investment management. Experienced Fixed Income Portfolio Manager in the Indian financial market with near 18 years of overall experience and over 14 years as a Mutual Fund Fixed Income Portfolio Manager. Proficient in managing products across various durations and skilled in investment analysis, risk management and portfolio optimization. Passionate about achieving excellence, staying ahead of market trends, and maintaining a disciplined approach to investment management.

Funds managed by Kapil Punjabi

All Funds

Hybrid

Debt

Equity

Name	Expense Ratio	Exit Load	Fund size	1Y
HSBC Multi Asset Allocation Fund Direct Growth Very High Risk	0.52%	1.00%	₹2057.71 Cr	-
HSBC Balanced Advantage Fund Direct Growth Moderately High risk	0.77%	1.00%	₹1509.80 Cr	22.9%
HSBC Credit Risk Fund Direct Growth Moderately High risk	0.86%	3.00%	₹577.83 Cr	8.1%
HSBC Equity Savings Fund Direct Growth Moderately High risk	0.61%	0.50%	₹477.96 Cr	24.7%
HSBC Corporate Bond Fund Direct Growth Low to Moderate Risk	0.3%	-	₹6562.21 Cr	8.9%
HSBC Money Market Fund Direct Growth Low to Moderate Risk	0.2%	-	₹1884.40 Cr	7.7%
HSBC Medium Duration Direct Growth Moderate Risk	0.4%	-	₹834.00 Cr	9.4%
HSBC Overnight Fund Direct Growth Low Risk	0.06%	-	₹3203.79 Cr	6.8%
HSBC Conservative Hybrid Fund Direct Growth Moderately High risk	1.34%	-	₹130.27 Cr	18.5%
HSBC Medium to Long Duration Fund Direct Growth Moderate Risk	0.67%	-	₹47.38 Cr	10.3%
HSBC Liquid Fund Direct Growth Low to Moderate Risk	0.12%	0.01%	₹20740.18 Cr	7.5%
HSBC Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.21%	-	₹3386.52 Cr	7.7%
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth Low to Moderate Risk	0.23%	-	₹1888.28 Cr	9.3%
HSBC Global Equity Climate Change Fund of Fund Direct Growth Very High Risk	1.44%	1.00%	₹83.14 Cr	29.5%
HSBC CRISIL IBX Gilt June 2027 Index Fund Direct Growth Low to Moderate Risk	0.17%	-	₹194.10 Cr	8.9%
HSBC Arbitrage Fund Direct Growth Low Risk	0.27%	0.25%	₹2458.04 Cr	8.0%
HSBC Multi Cap Fund Direct Growth Very High Risk	0.59%	1.00%	₹4239.39 Cr	46.4%

Experience

Senior Vice President & Fund Manager - Fixed Income

HSBC Mutual Fund

Fund Manager - Fixed Income

Taurus Mutual Fund

Fund Manager - Fixed Income

Edelweiss Mutual Fund

Investment Manager - Equities and Fixed Income for an Offshore Fund

Edelweiss Capital

Proprietary Trader - US/European Fixed Income Markets

TransMarket Group (India) Research Pvt Ltd

Education

Mumbai University, MMS, Finance.

Mumbai University, BMS, Finance.

Other Managers by this AMC

Jalpan Shah

Anish Goenka

Praveen Ayathan

Neelotpal Sahai

Venugopal Manghat

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