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HSBC Banking and PSU Debt Fund - Regular Growth

HSBC · Banking & PSU
Moderate
₹25.57
Current NAV
25 Jun 2026
20.9%
1Y Return
13.9%
3Y CAGR
21.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹12,540 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.99
Sharpe Ratio
0.89
Beta
1.49
Alpha
1.28
Sortino
Fund Details
Fund House HSBC
Category Banking & PSU
AUM ₹12540 Cr
Expense Ratio 1.69%
Min SIP ₹500
Min Lumpsum ₹1000
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