Home Funds HSBC Corporate Bond Fund - Direct Growth

HSBC Corporate Bond Fund - Direct Growth

HSBC · Corporate Bond
Moderate
₹82.50
Current NAV
25 Jun 2026
10.9%
1Y Return
13.9%
3Y CAGR
11.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.89%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.49).
  • Well-diversified portfolio aligned with the Corporate Bond 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
5.49
Alpha
1.28
Sortino
Fund Details
Fund House HSBC
Category Corporate Bond
AUM ₹3540 Cr
Expense Ratio 0.89%
Min SIP ₹500
Min Lumpsum ₹1000
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