Mohd. Asif Rizwi
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 Short Term Fund HSBC · Short Term | debt portion | Jan 2024* | now | 31 | 7.6% p.a. | 7.7% p.a. | −0.09 pp | under 3 yrs |
| HSBC Ultra Short to Short Term Fund HSBC · Ultra Short to Short Term | debt portion | Jan 2024* | now | 31 | 8.1% p.a. | 7.4% p.a. | +0.61 pp | under 3 yrs |
| HSBC Gilt Fund HSBC · Gilt | debt portion | Apr 2024* | now | 28 | 5.5% p.a. | 6.1% p.a. | −0.56 pp | under 3 yrs |
| HSBC Banking and PSU Debt Fund HSBC · Banking and PSU Debt | debt portion | Apr 2024* | now | 28 | 7.2% p.a. | 7.2% p.a. | −0.04 pp | under 3 yrs |
| HSBC Aggressive Hybrid Fund HSBC · Aggressive Hybrid | debt portion | Apr 2024* | now | 28 | 11.0% p.a. | 8.8% p.a. | +2.18 pp | under 3 yrs |
| HSBC Medium to Long Term Fund HSBC · Medium to Long Term | debt portion | Jan 2025* | now | 19 | 5.6% p.a. | 6.0% p.a. | −0.43 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | debt portion | Jan 2025* | now | 19 | 4.7% p.a. | 5.6% p.a. | −0.96 pp | under 3 yrs |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund HSBC · Debt Funds | debt portion | Jan 2025* | now | 19 | 7.2% p.a. | 7.3% p.a. | −0.08 pp | under 3 yrs |
| HSBC Corporate Bond Fund HSBC · Corporate Bond | debt portion | Jan 2025* | now | 19 | 7.2% p.a. | 7.2% p.a. | +0.08 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | debt portion | Jan 2025* | now | 19 | 5.8% p.a. | 6.1% p.a. | −0.24 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | debt portion | Jan 2025* | now | 19 | 3.3% p.a. | 5.3% p.a. | −1.99 pp | under 3 yrs |
| HSBC Arbitrage Fund HSBC · Arbitrage | debt portion | Jan 2025* | now | 19 | 6.8% p.a. | 6.8% p.a. | −0.03 pp | under 3 yrs |
| HSBC CRISIL IBX Gilt June 2027 Index Fund HSBC · Debt Funds | debt portion | Jan 2025* | now | 19 | 7.1% p.a. | 7.3% p.a. | −0.19 pp | under 3 yrs |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | debt portion | Jan 2025* | now | 19 | 9.5% p.a. | 13.0% p.a. | −3.46 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 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
16 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.