Fundalysisby DARKHORSESTOCKS

Fund manager · HSBC

Kapil Punjabi

Runs no scheme today.

  • Fund house

    HSBCThey run their schemes at HSBC.

  • AUM they run

    None today

  • Schemes

    0 now · 16 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Also as
Kapil Lal Punjabi (HSBC)

Schemes now0

None today; their last ended in Apr 2025.

AUM they run(Nov 2022 – Mar 2025)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Mar 202540,805+80.5%
Feb 202522,603−2.3%
Jan 202523,131−0.7%
Dec 202423,299−1.7%
Nov 202423,701−1.8%
Oct 202424,132+2.3%
Sept 202423,584−0.9%
Aug 202423,791+5.7%
Jul 202422,517+5.4%
Jun 202421,357+2.6%
May 202420,805+171.6%
Apr 20247,661+7.6%
AUM at month end, Mar 2025
₹40,805 Cr
+432.6% since Apr 2024
Fig. 1.The AUM of the schemes Kapil Punjabi ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Mar 2014 – now)

  1. Liquid Fund
  2. Overnight Fund
  3. CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund
  4. Credit Risk Fund
  5. Money Market Fund
  6. Medium Term Fund
  7. Multi Cap Fund
  8. CRISIL IBX Gilt June 2027 Index Fund
  9. Medium to Long Term Fund
  10. Corporate Bond Fund
  11. Balanced Advantage Fund
  12. Equity Savings Fund
HSBC201520172019202120232025
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Mar 2014 – now)

HSBC

since Mar 2014
  1. HSBC Multi Cap Fund
    Fund manager, debtJan 2023—Apr 20252y 4mMulti Cap
  2. HSBC Corporate Bond Fund
    Fund managerMay 2024—Apr 20251yCorporate Bond

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(16 schemes)

Growth · Direct plans

Return as manager
+7.83%
Beat peers
3 of 9
vs peers
−0.04 pt
Longest run
11.1 years
Beat benchmark
Upcoming
Each scheme Kapil Punjabi ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
HSBC Liquid Fund
Mar '14–Apr '25 · 11.1y
+6.62%+6.62%−0.01 pt––
HSBC Overnight Fund
May '19–Apr '25 · 5.9y
+5.07%+5.05%+0.02 pt––
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund
Apr '22–Apr '25 · 3.0y
+6.82%+10.15%−3.32 pt––
HSBC Medium Term Fund
Nov '22–Apr '25 · 2.3y
+8.56%+8.31%+0.25 pt––
HSBC Money Market Fund
Nov '22–Apr '25 · 2.3y
+7.60%+7.64%−0.04 pt––
HSBC Credit Risk Fund
Nov '22–Apr '25 · 2.3y
+8.32%+8.76%−0.43 pt––
HSBC Multi Cap Fund
Feb '23–Apr '25 · 2.2y
+27.76%+23.00%+4.75 pt––
HSBC CRISIL IBX Gilt June 2027 Index Fund
Mar '23–Apr '25 · 2.0y
+7.83%+15.84%−8.01 pt––
HSBC Medium to Long Term Fund
Jul '23–Apr '25 · 1.8y
+8.46%+8.65%−0.18 pt––
HSBC Equity Savings Fund
May '24–Apr '25 · 0.9y
+5.31%+6.47%−1.16 pt––
HSBC Multi Asset Allocation Fund
May '24–Apr '25 · 0.9y
+0.53%+8.35%−7.82 pt––
HSBC Balanced Advantage Fund
May '24–Apr '25 · 0.9y
+5.39%+5.63%−0.24 pt––
HSBC Ultra Short Term Fund
May '24–Apr '25 · 0.9y
+7.05%+7.07%−0.02 pt––
HSBC Corporate Bond Fund
May '24–Apr '25 · 0.9y
+8.35%+8.47%−0.11 pt––
HSBC Conservative Hybrid Fund
May '24–Feb '25 · 0.8y
+8.11%+7.10%+1.02 pt––
HSBC Arbitrage Fund
May '24–Apr '25 · 0.9y
+6.95%+7.09%−0.14 pt––
Fig. 1.Each scheme Kapil Punjabi ran, against its peers and benchmark over the same months. Source: AMFI.