HSBC Regular Savings Fund Direct Plan
Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.
Suitability
Regular income over medium term.
• Investors understand that their principal will be at moderately high risk
Fund Info
Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 118.75
Expense Ratio
2.05%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 11054
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 118.75 |
| Expense Ratio | 2.05% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 11054 |
| Min Subscription | ₹ 10000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Reliance Industries Limited
Bond - Corporate Bond
8
India Infradebt Limited
Bond - Corporate Bond
8
LIC Housing Finance Limited
Bond - Corporate Bond
8
8.24% Govt Stock 2027
Bond - Gov't Treasury
7
08.35 GJ SDL 2029
Bond - Gov't Treasury
5
08.18 TN SDL 2028
Bond - Gov't Treasury
5
Cash
Cash
4
Housing And Urban Development Corporation Ltd.
Bond - Corporate Bond
4
Housing Development Finance Corporation Limited
Bond - Corporate Bond
3
National Bank For Agriculture And Rural Development
Bond - Corporate Bond
3
Asset Allocation(%)
Bond - Corporate Bond
50
Equity
24
Bond - Gov't Treasury
20
Cash
4
Cash - CD Time Deposit
1
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
50
Bond - Gov't Treasury
20
Banks - Regional - Asia
8
Cash
4
Building Materials
3
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.
Launch Date
27 May 2002
Sponsor
NA
Email
hsbcmf@hsbc.co.in
Phone
1800 200 2434
Address
16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001
HSBC Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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