Click here for top ranked funds in dynamic bond mutual funds.
However, Scripbox does not recommend investing in dynamic bond mutual funds.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
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Scheme Information
Investment Objective
Seeks to deliver returns in the form of interest income and capital gains,along with high liquidity,commensurate with the current view on the markets and the interest rate cycle,through active investment in debt and money market instruments.
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 11,404 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q)
About HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q)
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) is a dynamic bond debt fund and has delivered an annualised return of 6.8% over a period of 13 years .The fund was previously known as HSBC Flexi Debt Reg Qt DR.The fund is managed by HSBC Asset Management(India)Private Ltd.The fund manager’s name is Ritesh Jain.
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) Investment Objective
Seeks to deliver returns in the form of interest income and capital gains,along with high liquidity,commensurate with the current view on the markets and the interest rate cycle,through active investment in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) NAV,AUM,Risk
The HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) fund was launched on Apr 09, 2008. The NAV (Net Asset Value) of this dynamic bond debt as of 2021-07-28 is ₹ 16.6798. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 60.694. The category risk of the HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) fund is Moderate Risk.
The fund charges 1.73 % as expense ratio.
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) Holdings
The fund’s highest allocation is towards debt and has invested 83.3% in this asset class. The top three holdings of the fund are 6.68% govt stock 2031,6.64% govt stock 2035 and 6.79% govt stock 2027
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 ₹ 10000.
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-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 Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) Review
HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-Q) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Flexi Debt Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-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.
