Mahesh Chhabria
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 Ultra Short Term Fund HSBC · Ultra Short Term | fund manager | Nov 2022* | now | 45 | 7.3% p.a. | 7.3% p.a. | −0.02 pp | 0% of 9 |
| HSBC Banking and PSU Debt Fund HSBC · Banking and PSU Debt | fund manager | Nov 2022* | now | 45 | 7.1% p.a. | 7.2% p.a. | −0.12 pp | 0% of 9 |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | debt portion | Jul 2023* | now | 37 | 9.7% p.a. | 8.5% p.a. | +1.17 pp | 100% of 1 |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund HSBC · Debt Funds | fund manager | Jul 2023* | now | 37 | 7.4% p.a. | 7.5% p.a. | −0.01 pp | 0% of 1 |
| HSBC Equity Savings Fund HSBC · Equity Savings | debt portion | Jul 2023* | now | 37 | 13.8% p.a. | 10.6% p.a. | +3.19 pp | 100% of 1 |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | debt portion | Jul 2023* | now | 37 | 11.0% p.a. | 11.1% p.a. | −0.08 pp | 0% of 1 |
| HSBC Arbitrage Fund HSBC · Arbitrage | debt portion | Jul 2023* | now | 37 | 7.4% p.a. | 7.4% p.a. | 0.00 pp | 0% of 1 |
| HSBC CRISIL IBX Gilt June 2027 Index Fund HSBC · Debt Funds | fund manager | Jul 2023* | now | 37 | 7.3% p.a. | 7.5% p.a. | −0.15 pp | 0% of 1 |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | debt portion | Feb 2024* | now | 30 | 15.4% p.a. | 13.5% p.a. | +1.96 pp | under 3 yrs |
| HSBC Dynamic Term Fund HSBC · Dynamic Term | debt portion | Apr 2024* | now | 28 | 6.6% p.a. | 6.9% p.a. | −0.27 pp | under 3 yrs |
| HSBC Money Market Fund HSBC · Money Market | debt portion | Jan 2025* | now | 19 | 7.1% p.a. | 7.1% p.a. | −0.04 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | debt portion | Jan 2025* | now | 19 | 4.6% p.a. | 5.3% p.a. | −0.72 pp | under 3 yrs |
| HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan) HSBC · FoF Domestic | debt portion | Mar 2025* | now | 17 | 6.7% p.a. | 13.8% p.a. | −7.04 pp | under 3 yrs |
| HSBC Overnight Fund HSBC · Overnight | fund manager | Nov 2022* | Nov 2025 | 37 | 6.4% p.a. | 6.4% p.a. | +0.02 pp | 100% of 1 |
| HSBC Ultra Short to Short Term Fund HSBC · Ultra Short to Short Term | fund manager | Nov 2022* | Dec 2023 | 14 | 7.5% p.a. | 7.3% p.a. | +0.19 pp | under 3 yrs |
| HSBC Short Term Fund HSBC · Short Term | fund manager | Dec 2022* | Dec 2022 | 1 | 0.4% | 0.5% | −0.01 pp | under 3 yrs |
| HSBC Liquid Fund HSBC · Liquid | debt portion | Jan 2025* | Nov 2025 | 11 | 6.1% | 6.0% | +0.03 pp | under 3 yrs |
| HSBC Global Emerging Markets Fund HSBC · FoF Overseas | debt portion | May 2025* | May 2025 | 1 | 5.7% | 6.8% | −1.13 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. 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
11 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. Nothing on this page ranks anyone.