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HSBC Credit Risk Fund - Direct Plan

To generate regular returns and capital appreciation by investing predominantly in AA and below rated corporate bonds, debt, government securities and money market instruments.There is no assurance that the investment objective of the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• An open-ended income scheme

• Generation of regular returns and capital appreciation over medium to long term

• Investment in debt instruments(including securitized debt), government and money market securities

Fund Info

Scheme Class	Debt
Scheme Category	Credit Risk
Expense Ratio	0.86%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 571
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

Exit load of 3.0%, if redeemed between (0-1) years. Exit load of 2.0%, if redeemed between (1-2) years. No Exit load, if redeemed after 2 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Baroda BNP Paribas Credit Risk Fund - Direct Plan	1000	5000	7.6%
PGIM India Credit Risk Fund - Direct Plan	1000	1000	0.01%
Kotak Credit Risk Fund - Direct Plan	1000	1000	5.9%
UTI Credit Risk Fund - Direct Plan	1000	1000	6.95%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.18% Govt Stock 2033	Bond - Gov't Treasury	12
7.32% Govt Stock 2030	Bond - Gov't Treasury	8
Godrej Housing Finance Limited	Bond - Corporate Bond	6
Godrej Industries Limited	Bond - Corporate Bond	5
Nuvoco Vistas Corporation Limited	Bond - Corporate Bond	5
Nirma Limited	Bond - Corporate Bond	5
Small Industries Development Bank Of India	Bond - Corporate Bond	5
7.1% Govt Stock 2029	Bond - Gov't Treasury	5
JSW Steel Limited	Bond - Corporate Bond	5
Vajra 011 Trust	Bond - Corporate Bond	4

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	70
Bond - Gov't Treasury	27
Cash - Repurchase Agreement	2
Cash - Commercial Paper	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	70
Bond - Gov't Treasury	27
Cash - Repurchase Agreement	2
Cash - Commercial Paper	1
Cash - Collateral	0

Fund Manager

Kapil Punjabi

1+ years of experience

Shriram Ramanathan

11+ years of experience

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.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m