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HSBC Debt Fund Direct

The Scheme aims to provide investors with income, with appropriate liquidity, and therefore will invest in a mix of debt and money market instruments, over varying maturities. The AMC’s view of interest rate trends will be reflected in the type and the maturity dates of instruments in which funds are invested. In pursuing such a policy, it should be recognized that the best overall returns are achieved by anticipating or reacting to interest rate changes rather than aiming for the highest possible interest rates at all times. The best resultant overall return is therefore achieved through both capital appreciation and income, which may result in somewhat lower yields than might otherwise normally appear obtainable from the relevant securities. The Scheme aims to provide investors with actively managed portfolios of interest bearing transferable debt and money market instruments.

Suitability

Regular income over long term.

• Investment in diversified portfolio of fixed income securities

Fund Info

Scheme Type

Open-ended

Scheme Category

Medium to Long Duration

Benchmark Type

Crisil Composite Bond Index

Scheme AUM (in Crs.)

₹ 39.91

Expense Ratio

1.28%

Scheme Class

Debt

AMC AUM (in Crs.)

₹ 11054

Min Subscription

₹ 10000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

7.26% Govt Stock 2029

Bond - Gov't Treasury

Housing And Urban Development Corporation Ltd.

Bond - Corporate Bond

LIC Housing Finance Limited

Bond - Corporate Bond

Reliance Industries Limited

Bond - Corporate Bond

Power Finance Corporation Ltd.

Bond - Corporate Bond

08.18 TN SDL 2028

Bond - Gov't Treasury

National Highways Authority Of India

Bond - Corporate Bond

7.17% Govt Stock 2028

Bond - Gov't Treasury

Export-Import Bank Of India

Cash - CD Time Deposit

08.35 GJ SDL 2029

Bond - Gov't Treasury

Asset Allocation(%)

Bond - Corporate Bond

Bond - Gov't Treasury

Cash - CD Time Deposit

Cash

Sector Allocation(%)

Sector

Percent

Bond - Corporate Bond

Bond - Gov't Treasury

Cash - CD Time Deposit

Cash

HSBC Mutual Fund

AUM

₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

hsbcmf@hsbc.co.in

Phone

1800 200 2434

Address

16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001

HSBC Mutual Fund

AUMLaunch DatePhoneEmailAddress11,05427 May 20021800 200 2434hsbcmf@hsbc.co.in16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

HSBC Mutual Fund

HSBC Mutual Fund

Investment Duration