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HSBC Flexi Debt Fund - Growth Direct

Category: Debt: Dynamic Bond
Launch Date: 01-01-2013
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Fund Index
Expense Ratio: 0.98% As on (31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Dynamic Bond) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 154.44 Cr As on (30-11-2018)
Turn over: -
NAV as on


CAGR Since Inception


PERFORMANCE of HSBC Flexi Debt Fund - Growth Direct

Scheme Performance (%)

Data as on - 14-12-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Shah

Mr. Shah is a Chartered Accountant and PGDM. 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.

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.

RETURNS CALCULATOR for HSBC Flexi Debt Fund - Growth Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HSBC Flexi Debt Fund - Growth Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Flexi Debt Fund - Growth Direct 4.15 1.64 -4.09 1.5 7.09 9.92
Debt: Dynamic Bond

PEER COMPARISION of HSBC Flexi Debt Fund - Growth Direct

Data as on - 14-12-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of HSBC Flexi Debt Fund - Growth Direct

Asset Allocation (%)

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