How to check the XIRR of HSBC Corporate Bond Fund - Direct Growth?

You can track the exact XIRR and portfolio overlapping of HSBC Corporate Bond Fund - Direct Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HSBC Corporate Bond Fund - Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare HSBC Corporate Bond Fund - Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

HSBC Corporate Bond Fund - Direct Growth

HSBC Mutual Fund

Expense Ratio: 0.3

Risk: Moderate

Debt Scheme - Corporate Bond Fund

Plan: Direct

Benchmark: NIFTY Corporate Bond Index A-II

Inception: 10-02-1997

Exit Load: Nil

Fund Size:₹6,253.54 Cr

Performance

Fund4.33%

Cat. Avg.4.17%

Fund6.41%

Cat. Avg.6.31%

Fund7.29%

Cat. Avg.7.13%

FundN/A

Cat. Avg.6.24%

10Y

FundN/A

Cat. Avg.7.01%

Fund7.04%

Cat. Avg.9.23%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

No available Data

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Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

No available Data

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	3MTB+2.1% Tata Capital Ltd 210229	OTHER	Other		Long

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61186	+2.0%	+4.1%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+5.3%	+5.3%
3Y	07 Nov, 23	1.80 L.	1.97 L.	+9.7%	+6.3%
SI	07 Dec, 22	2.35 L.	2.67 L.	+13.6%	+6.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+4.3%	+4.3%
2Y	16 Oct, 24	1 L.	1.13 L.	+13.2%	+6.4%
3Y	16 Oct, 23	1 L.	1.23 L.	+23.5%	+7.3%
SI	28 Nov, 22	1 L.	1.30 L.	+30.3%	+7.0%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.