How to check the XIRR of HSBC Corporate Bond Fund -Regular Plan - Bonus?

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

How to check portfolio overlap for HSBC Corporate Bond Fund -Regular Plan - Bonus?

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

HSBC Corporate Bond Fund -Regular Plan - Bonus

HSBC Mutual Fund

Expense Ratio: 0.6

Risk: Moderate

Debt Scheme - Corporate Bond Fund

Plan: Regular

Benchmark: NIFTY Corporate Bond Index A-II

Inception: 10-02-1997

Exit Load: Nil

Fund Size:₹6,253.54 Cr

Performance

Fund4.93%

Cat. Avg.4.82%

Fund7.14%

Cat. Avg.7.04%

Fund7.02%

Cat. Avg.7.03%

FundN/A

Cat. Avg.6.02%

10Y

FundN/A

Cat. Avg.6.89%

Fund7.02%

Cat. Avg.8.17%

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

Tap to expand

Market Cap

No available Data

Tap to expand

Top Sectors

No available Data

Tap to expand

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

Bandhan Liquid Fund - Unclaimed Redemption More Than 3 Years

Bandhan Mutual Fund

Expense Ratio: 0.23

NAV / Fund Size

₹1.00₹17,474.79 Cr

Incep: 01-01-1900

Liquid FundLow to Moderate RiskDebt

0.00%

Fund Details

Bandhan Liquid Fund - Unclaimed Redemption More Than 3 Years

NAV / Fund Size₹1.00₹17,474.79 Cr

Liquid FundLow to Moderate RiskDebt

0.00%

Bandhan Small Cap Fund - Regular Plan Growth

Bandhan Mutual Fund

Expense Ratio: 1.63

NAV / Fund Size

₹50.49₹18,930.01 Cr

Incep: 03-02-2020

Small Cap FundVery High RiskEquity

4.80%

9.52%

26.32%

18.98%

28.79%

Fund Details

Bandhan Small Cap Fund - Regular Plan Growth

NAV / Fund Size₹50.49₹18,930.01 Cr

Small Cap FundVery High RiskEquity

4.80%

9.52%

26.32%

18.98%

28.79%

HSBC Tax Saver Equity Fund - Growth

HSBC Mutual Fund

Expense Ratio: 2.5

NAV / Fund Size

₹89.85₹245.23 Cr

Incep: 20-11-2006

ELSSVery High RiskEquity

0.89%

12.19%

16.76%

15.26%

12.14%

Fund Details

HSBC Tax Saver Equity Fund - Growth

NAV / Fund Size₹89.85₹245.23 Cr

ELSSVery High RiskEquity

0.89%

12.19%

16.76%

15.26%

12.14%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61550	+2.6%	+5.3%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.2%	+6.2%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.5%	+6.8%
SI	07 Dec, 22	2.20 L.	2.49 L.	+13.2%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+4.9%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.7%	+7.1%
3Y	20 Jul, 23	1 L.	1.23 L.	+22.6%	+7.0%
SI	28 Nov, 22	1 L.	1.28 L.	+28.0%	+7.0%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.