Click here for top ranked funds in medium to long duration mutual funds.
However, Scripbox does not recommend investing in medium to long duration mutual funds.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
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Scheme Information
Investment Objective
To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulayduration of the portfolio is between 4 years to 7 years. However,there can be no guarantee that the investment objective of the scheme wouldbe achieved.
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.
HSBC Asset Management(India)Private Ltd manages assets worth 10,110 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Choose a plan
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Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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About HSBC Debt Fund (DR-Q)
About HSBC Debt Fund (DR-Q)
HSBC Debt Fund (DR-Q) is a medium to long duration debt fund and has delivered an annualised return of 5.5% over a period of 19 years .The fund was previously known as HSBC Income Investment Plan DR.The fund is managed by HSBC Asset Management(India)Private Ltd.The fund manager’s name is Kapil Punjabi.
HSBC Debt Fund (DR-Q) Investment Objective
To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulayduration of the portfolio is between 4 years to 7 years. However,there can be no guarantee that the investment objective of the scheme wouldbe achieved. However, there is no assurance that the objective of the scheme will be realized.
HSBC Debt Fund (DR-Q) NAV,AUM,Risk
The HSBC Debt Fund (DR-Q) fund was launched on Dec 10, 2002. The NAV (Net Asset Value) of this medium to long duration debt as of 2021-02-24 is ₹ 11.1899. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 36.783. The category risk of the HSBC Debt Fund (DR-Q) fund is Moderate Risk.
The fund charges 2.07 % as expense ratio.
HSBC Debt Fund (DR-Q) Holdings
The fund’s highest allocation is towards debt and has invested 93.5% in this asset class. The top three holdings of the fund are 6.19% govt stock 2034,7.17% govt stock 2028 and 6.79% govt stock 2027
HSBC Debt Fund (DR-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
HSBC Debt Fund (DR-Q) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Composite Bond Fund TR INR.
HSBC Debt Fund (DR-Q) Review
HSBC Debt Fund (DR-Q) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Debt Fund (DR-Q) has a score of 1 out of 5.
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
