MF Gyan
otherLow risk8 years oldSteady vs its 3-year pace

HSBC Fixed Term Series 135 - Direct Plan Growth Option

A specialised fund. Check the scheme details for what it invests in. From HSBC Mutual Fund. It's been running since 13 Jul 2018.

Latest price per unit
₹11.1898
▲ 0.00% today
As of 30 Jul 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.04 L
▲ ₹4.2k gain · 4.2% / year
Invested 3 years ago
₹1.11 L
▲ ₹11.4k gain · 3.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.91 L
Gain / loss+₹11.4k
XIRR (annualised)4.03%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.92 L
Projected gain*+₹11.6k
*at this fund's historical rate of 4.03% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
4.21%median 4.49% (-0.27%)
Rank #226 of 501Beats 48% of peers
3-year return
3.66%median 6.00% (-2.34%)
Rank #127 of 501Beats 40% of peers
Bumpiness (3Y)
4.72%median 5.00% (-0.27%)
Rank #244 of 501Less risky than 51% of peers
Worst-ever drop
-7.29%median -6.85% (-0.44%)
Rank #243 of 501Less risky than 52% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

+3%
2018
-1%
2019
+7%
2020
+2%
2021
Best year
2020 · 7.15%
Worst year
2019 · -1.19%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
4.7%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-7.29%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HSBC Fixed Term Series 135 - Direct Plan Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year4.21%
CAGR — 3 years3.66%
CAGR — 5 years—
CAGR — since launch3.71%
Volatility — 1 year (annualised)0.24%
Volatility — 3 years (annualised)4.72%
Max drawdown — 1 year-0.04%
Max drawdown — 3 years-7.29%
Sharpe ratio — 1 year (rf=6%)-7.20
Sharpe ratio — 3 years (rf=6%)-0.48

Fund info

Fund house
HSBC Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
144117
First price on record
13 Jul 2018 · 736 daily prices

About HSBC Fixed Term Series 135 - Direct Plan Growth Option

HSBC Fixed Term Series 135 - Direct Plan Growth Option is a Income offered by HSBC Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of HSBC Fixed Term Series 135 - Direct Plan Growth Option is ₹11.1898 (as of 30 Jul 2021). Historically, it has delivered 4.21% over the last year, 3.66% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 4.7% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 7.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HSBC Fixed Term Series 135 - Direct Plan Growth Option?+

The latest NAV of HSBC Fixed Term Series 135 - Direct Plan Growth Option is ₹11.1898 as of 30 Jul 2021, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HSBC Fixed Term Series 135 - Direct Plan Growth Option?+

HSBC Fixed Term Series 135 - Direct Plan Growth Option has delivered 1-year return 4.21%, 3-year CAGR 3.66%, since-inception CAGR 3.71%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HSBC Fixed Term Series 135 - Direct Plan Growth Option belong to?+

HSBC Fixed Term Series 135 - Direct Plan Growth Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is HSBC Fixed Term Series 135 - Direct Plan Growth Option?+

Based on its 3-year annualised volatility of 4.7%, HSBC Fixed Term Series 135 - Direct Plan Growth Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HSBC Fixed Term Series 135 - Direct Plan Growth Option a direct plan?+

HSBC Fixed Term Series 135 - Direct Plan Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HSBC Fixed Term Series 135 - Direct Plan Growth Option?+

HSBC Fixed Term Series 135 - Direct Plan Growth Option has NAV history available from 13 Jul 2018 — approximately 8 years of track record and 736 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.