HSBC Flexi Debt Fund Growth-0.18%

3
8.01%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Flexi Debt Fund Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.74%
NAV27.85 (06 Aug 2020)
Fund Started08 Oct 2007
Fund Size89 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Flexi Debt Fund Growth
8.0%
6.5%
7.5%
8.3%
Category Average
9.8%
6.0%
7.7%
-
Rank within category
14
14
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec37.8%
    GOISovereignGOI Sec13.9%
    GOISovereignCGL12.3%
    GOISovereignGOI Sec12.1%
    REC Ltd.FinancialDebenture9.2%
    Reliance Industries Ltd.EnergyDebenture5.9%
    Larsen & Toubro Ltd.ConstructionDebenture5.8%

    Fund Managers

    addSanjay Shah
    Education
    Mr. Shah is a Chartered Accountant and PGDM.
    Experience
    Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
    Funds Managed
    addKapil Punjabi
    Education
    Mr. Kapil Punjabi is MMS from Mumbai University.
    Experience
    Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
    Funds Managed

    HSBC Flexi Debt Fund Growth Details

    HSBC Flexi Debt Fund Growth is a Debt Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 08 Oct 2007. Sanjay Shah is the Current Fund Manager of HSBC Flexi Debt Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹89 Cr and the Latest NAV as of 06 Aug 2020 is ₹27.85.

    The HSBC Flexi Debt Fund Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

    Investment Objective

    To deliver returns in the form of interest income and capital gains, along with high liquidity, commensurate with the current view on the markets and the interest rate cycle, through active investment in debt and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    27 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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