HSBC Corporate Bond Fund - DirectPlan has delivered 38.91% absolute return over the last 5 years.
The average return for Corporate Bond funds is 36.95% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is INDIAN OIL CORP LTD with a portfolio weight of 5.21% .
The fund currently owns more than 84 stocks.
The top 10 holdings account for 30.62% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.64% | 4.58% |
| 2 Year Return | 23.84% | 11.32% |
| 3 Year Return | 33.24% | 18.93% |
| 4 Year Return | 41.76% | 27.44% |
| 5 Year Return | 76.39% | 36.95% |
| 6 Year Return | 87.96% | 47.70% |
| 7 Year Return | 121.03% | 60.80% |
| Expense Ratio | 0.26% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Refineries |
5.21%
|
|
| 2 | Power - Transmission/Equipment |
4.55%
|
|
| 3 | Finance - Banks - Public Sector |
2.96%
|
|
| 4 | Power - Generation/Distribution |
2.81%
|
|
| 5 |
2.76%
|
||
| 6 | Power - Generation/Distribution |
2.73%
|
|
| 7 |
2.61%
|
||
| 8 | Finance - Term Lending Institutions |
2.55%
|
|
| 9 |
2.29%
|
||
| 10 | Miscellaneous |
2.15%
|
|
| 11 |
2.09%
|
||
| 12 |
2.02%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
HSBC Corporate Bond Fund - DirectPlan is managed by HSBC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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