HSBC Flexi Debt Fund Regular Plan Growth
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|Fund Type||Dynamic Bond|
More about this fund
|7.27% Govt Stock 2026||23.9%|
|6.79% Govt Stock 2027||23.2%|
|5.77% GOI 2030||21.81%|
|6.19% Govt Stock 2034||14.56%|
|Indian Railway Finance Corporation Limited||7.68%|
About HSBC Flexi Debt Fund
The Scheme is an open ended dynamic debt scheme investing across duration with an investment objective to deliver returns in the form of capital gains and interest income, along with high liquidity, commensurate with the current view on markets interest rate cycle, through active investment in debt and money market instruments.
Pros & Cons of HSBC Flexi Debt Fund
HSBC Flexi Debt Fund offers following features :-
- Investors are saved from the predicament on whether they should invest in long bond or short bond oriented schemes. The fund manager manages the portfolio allocation based on the interest rate cycle.
- The Scheme is likely to maintain appropriate duration from both G-Sec, SDL and corporate bonds. With overnight of 6.5%, bonds offer value at current levels.
- The Scheme has underperformed in 1 year, 3 year and 5 year horizon compared to both the category average and benchmark.
Fund Information and Statistics of HSBC Flexi Debt Fund
Inception / Launch date
The Scheme was launched on 5 October 2007. The Scheme is benchmarked against CRISIL Composite Bond Fund Index.
Being a debt fund, the scheme is moderately risky and suitable if the investment horizon is 3 years or more.
The Scheme is open for repurchase/redemptions on all business days. Redemption proceeds are despatched within 10 business days from the date of the receipt of valid redemption request at the official points of acceptance of transactions of the registrar and the AMC. The NAV is declared on all business days and published in two newspapers.
The Scheme is currently being managed by Mr. Sanjay Shah who is managing the scheme since January 2009. Mr. Shah is a Chartered Accountant and PGDM.
Entry / Exit load
There is no entry load or exit load charged by the fund house for subscriptions and redemptions, respectively in to the Scheme.
Tax benefits of investing in HSBC Flexi Debt Fund
Long Term Capital Gains (LTCG) taxed @20% after indexation if units are held for more than 36 months. Short term capital gains (STCG) are added to the income and taxed as per the income tax slab. It is advisable to hold the investment for more than 36 months to avail tax benefits. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (DDT) is deducted by the fund house at source.
About HSBC Mutual Fund
HSBC Asset Management (India) Pvt Ltd, investment manager to HSBC Mutual Fund, is one of the leading asset management company in the country which offers a flexible product range to create wealth in the long term for individual and institutional customers. Mr Sridhar Chandrasekharan is the Global CEO of the Investment Manager of the fund house.
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