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HSBC Credit Risk Fund - Direct Annual IDCW

HSBC · Corporate Bond
Moderate
₹13.69
Current NAV
23 Oct 2026
-2.9%
1Y Return
2.4%
3Y CAGR
11.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.73%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.13).
  • Very large asset base (AUM: ₹21,180 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.13
Sharpe Ratio
0.73
Beta
4.13
Alpha
1.28
Sortino
Fund Details
Fund House HSBC
Category Corporate Bond
AUM ₹21180 Cr
Expense Ratio 0.73%
Min SIP ₹500
Min Lumpsum ₹1000
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