Kapil Punjabi
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| HSBC Medium to Long Term Fund HSBC · Medium to Long Term | fund manager | by Jun 2021† | Sep 2021 | ≥ 4 | 2.1% | 1.9% | +0.20 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | fund manager | by Jun 2021† | Sep 2021 | ≥ 4 | 5.8% | 4.8% | +0.91 pp | under 3 yrs |
| HSBC Global Emerging Markets Fund HSBC · FoF Overseas | debt portion | by Jun 2021† | Aug 2021 | ≥ 3 | 0.0% | 4.8% | −4.74 pp | under 3 yrs |
| HSBC Ultra Short Term Fund HSBC · Ultra Short Term | fund manager | by Jun 2021† | Sep 2021 | ≥ 4 | 1.3% | 1.2% | +0.03 pp | under 3 yrs |
| HSBC Corporate Bond Fund HSBC · Corporate Bond | fund manager | by Jun 2021† | Oct 2022 | ≥ 17 | — | — | — | under 3 yrs |
| HSBC Short Term Fund HSBC · Short Term | fund manager | by Jun 2021† | Oct 2022 | ≥ 17 | — | — | — | under 3 yrs |
| HSBC Brazil Fund HSBC · FoF Overseas | debt portion | Sep 2021* | Sep 2021 | 1 | −12.6% | −2.6% | −9.96 pp | under 3 yrs |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | debt portion | Sep 2021* | Sep 2021 | 1 | 0.9% | −2.6% | +3.57 pp | under 3 yrs |
| HSBC Liquid Fund HSBC · Liquid | fund manager | by Oct 2021† | Feb 2022 | ≥ 5 | 1.5% | 1.4% | +0.01 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | debt portion | Oct 2021* | Feb 2022 | 5 | — | — | — | under 3 yrs |
| HSBC Ultra Short to Short Term Fund HSBC · Ultra Short to Short Term | fund manager | Oct 2021* | Feb 2022 | 5 | — | — | — | under 3 yrs |
| HSBC Medium to Long Term Fund HSBC · Medium to Long Term | fund manager | Mar 2022* | Oct 2022 | 8 | −0.2% | 1.2% | −1.39 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | fund manager | Mar 2022* | Oct 2022 | 8 | 1.6% | 3.7% | −2.05 pp | under 3 yrs |
| HSBC Brazil Fund HSBC · FoF Overseas | debt portion | Mar 2022* | Oct 2022 | 8 | 10.1% | −8.9% | +19.04 pp | under 3 yrs |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | debt portion | Mar 2022* | Oct 2022 | 8 | −20.6% | −8.9% | −11.65 pp | under 3 yrs |
| HSBC Ultra Short Term Fund HSBC · Ultra Short Term | fund manager | Mar 2022* | Oct 2022 | 8 | 3.0% | 3.0% | 0.00 pp | under 3 yrs |
| HSBC Medium to Long Term Fund HSBC · Medium to Long Term | debt portion | Feb 2024* | Dec 2024 | 11 | 8.0% | 8.1% | −0.01 pp | under 3 yrs |
| HSBC Liquid Fund HSBC · Liquid | debt portion | Feb 2024* | Dec 2024 | 11 | 6.8% | 6.8% | +0.01 pp | under 3 yrs |
| HSBC Overnight Fund HSBC · Overnight | debt portion | Feb 2024* | Dec 2024 | 11 | 6.1% | 6.1% | +0.01 pp | under 3 yrs |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund HSBC · Debt Funds | debt portion | Feb 2024* | Dec 2024 | 11 | 7.4% | 7.5% | −0.04 pp | under 3 yrs |
| HSBC Credit Risk Fund HSBC · Credit Risk | debt portion | Feb 2024* | Dec 2024 | 11 | 7.4% | 7.9% | −0.47 pp | under 3 yrs |
| HSBC Money Market Fund HSBC · Money Market | debt portion | Feb 2024* | Dec 2024 | 11 | 7.1% | 7.1% | −0.01 pp | under 3 yrs |
| HSBC Medium Term Fund HSBC · Medium Term | debt portion | Feb 2024* | Dec 2024 | 11 | 8.2% | 7.9% | +0.30 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | debt portion | Feb 2024* | Dec 2024 | 11 | 23.6% | 20.6% | +3.08 pp | under 3 yrs |
| HSBC CRISIL IBX Gilt June 2027 Index Fund HSBC · Debt Funds | debt portion | Feb 2024* | Dec 2024 | 11 | 7.1% | 7.5% | −0.41 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | debt portion | Apr 2024* | Dec 2024 | 9 | 13.0% | 8.4% | +4.59 pp | under 3 yrs |
| HSBC Ultra Short Term Fund HSBC · Ultra Short Term | debt portion | Apr 2024* | Dec 2024 | 9 | 5.6% | 5.7% | −0.03 pp | under 3 yrs |
| HSBC Corporate Bond Fund HSBC · Corporate Bond | debt portion | Apr 2024* | Dec 2024 | 9 | 6.0% | 6.2% | −0.12 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | debt portion | Apr 2024* | Dec 2024 | 9 | 19.8% | 9.9% | +9.90 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | debt portion | Apr 2024* | Dec 2024 | 9 | 12.4% | 9.7% | +2.71 pp | under 3 yrs |
| HSBC Arbitrage Fund HSBC · Arbitrage | debt portion | Apr 2024* | Dec 2024 | 9 | 5.8% | 5.8% | −0.07 pp | under 3 yrs |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | debt portion | Apr 2024* | Dec 2024 | 9 | 21.0% | 10.7% | +10.32 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
22 of these stints are a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.