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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 7.08 | 2.95 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 7.06 | 2.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Composite Debt Index |
Dynamic bond funds are the debt funds that can change allocation between long-term and short-term bonds on the basis of changing interest rates. The underlying securities can vary in terms of maturity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Dynamic Bond Fund | 9.99% | 6.38% | 8.09% |
ICICI Pru All Seasons Bond Fund | 9.30% | 7.35% | 9.72% |
Nippon India Dynamic Bond Fund | 9.80% | 6.08% | 7.84% |
SBI Dynamic Bond Fund | 9.89% | 7.36% | 8.30% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
26.28 %
Holdings
25.74 %
Holdings
16.79 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,27,944.89 Cr.
Mahesh Chhabria
AUM: ₹18,496.77 Cr.
|
Exp: 11yrs
Shriram Ramanathan
AUM: ₹38,517.44 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%