HSBC Corporate Bond

Bonds

Debt

India High Yield Credit

Large Cap

Others

Emotionally driven

Investor Profile

1–3 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Hsbc Corporate Bond Fund Growth invests in corporate bonds, offering higher returns with moderate risk.

What This Strategy Does

HSBC Corporate Bond Gr is an India Fund Corporate Bond strategy which captures India's growing corporate debt market through a diversified portfolio of corporate and government bonds, deploying capital across the corporate sector to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-0.6% AnnuallyAlpha

+7.0% vs +9.2% benchmarkSince Inception

+6.8% vs +6.1% benchmark3Y Annualized

+5.7% vs +4.5% benchmark5Y Annualized

HSBC Corporate Bond

Benchmark Index

Benchmark Performance Comparison

Hsbc Corporate Bond Fund

FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation1.9%

Maximum Drawdown-0.4% | Mar 2026

Sharpe Ratio-0.15

Beta1.34

Upside Capture98%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides exposure to high-quality corporate bonds, offering stability through India's most resilient businesses. This approach captures the steady income streams and moderate growth of established companies, translating into predictable returns with lower volatility.

Portfolio Holdings Overview

SectoralAllocation

Financial Services100%

Top Stock Holdings

CompanySectorAllocation

Indian Oil Corporation LimitedUtilities5.23%

Power Grid Corporation Of India LimitedUtilities4.58%

National Bank For Agriculture And Rural DevelopmentUtilities2.90%

Ntpc LimitedUtilities2.84%

6.01% Govt Stock 2030Utilities2.76%

Ntpc LimitedUtilities2.75%

Small Industries Development Bank Of IndiaUtilities2.63%

Power Finance Corporation LimitedUtilities2.57%

7.04% Govt Stock 2029Utilities2.30%

National Highways Authority Of IndiaUtilities2.17%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Mohd Asif Rizwi

Lead Portfolio Manager

Mr. Mohd Asif Rizwi has experience of 3 years. Manages 137 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹6,262 Cr

Shriram Ramanathan

Co-Portfolio Manager

Mr. Shriram Ramanathan has experience of 28 years. Manages 97 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹6,262 Cr Holds a PGDBM degree.

CW Expert Take

HSBC AMC brings institutional discipline to fixed income investing. Their investment philosophy emphasizes rigorous credit analysis and risk management frameworks. The fund house leverages global research capabilities, with specialized debt teams focused on security selection and duration positioning. HSBC maintains a process-driven approach across their corporate bond and government securities strategies.

30 years

Combined Team Experience

₹ 12,523 Cr

Assets Under Management

Firm Overview

AMCHSBC Asset Management (India) Private Ltd

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)0.6%

Exit Load0.5%

Regulatory & Tax Information

INF917K01AH0

ISIN

DailyDealing Frequency

CRISIL Corporate Debt A-II TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)