Should I invest in HSBC Corporate Bond Fund - Bonus?

We don't give personal investment advice. HSBC Corporate Bond Fund -Regular Plan - Bonus is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

HSBC

HSBC Corporate Bond Fund -Regular Plan - Bonus

Latest NAV

₹28.9045

As of

3 Jun 2026

850 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.08%	+20.00%	-19.93	18 / 58	Q2
1W	+0.28%	+20.25%	-19.98	13 / 58	Q1
2W	+0.32%	+20.47%	-20.15	45 / 58	Q4
1M	+0.08%	+20.54%	-20.46	49 / 58	Q4
3M	+0.22%	+19.71%	-19.50	21 / 58	Q2
6M	+1.11%	+20.92%	-19.82	15 / 58	Q2
YTD	+0.94%	+19.75%	-18.81	18 / 58	Q2
1Y	+3.85%	+23.68%	-19.83	11 / 58	Q1
2Y	+6.80%	+9.01%	-2.21	9 / 58	Q1
3Y	+6.52%	+3.03%	+3.49	13 / 53	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.78%	+9.00%	-2.22	8 / 58	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.94%	-0.92%	+1.86	8 / 44
2025	+7.99%	+4.30%	+3.69	2 / 47
2024	+8.02%	+4.36%	+3.66	12 / 47
2023	+6.52%	+3.19%	+3.33	16 / 46
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.54%

31 windows

min 3.8% · max 10.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.17%

7 windows

min 6.5% · max 7.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.47%

3-year · annualised

Sharpe ratio

-0.10

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.72%

May 2026 → May 2026

% positive months

88.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Corporate Bond Fund

Scheme	Fund house	NAV	As of
SBI Corporate Bond Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹15.1779	3 Jun 2026
Invesco India Corporate Bond Fund - Regular Plan - Discretionary IDCW (Payout / Reinvestment)	Invesco	₹3,457.5247	3 Jun 2026
BANDHAN Corporate Bond Fund - Regular Annual IDCW	Bandhan	₹10.2952	3 Jun 2026
Aditya Birla Sun Life Corporate Bond Fund -REGULAR - IDCW	Aditya Birla Sun Life	₹11.6717	3 Jun 2026
Mirae Asset Corporate Bond Fund Regular IDCW	Mirae Asset	₹13.2127	3 Jun 2026
Kotak Corporate Bond Fund- Regular Plan-Monthly Dividend Option	Kotak	₹1,277.4541	3 Jun 2026
DSP Corporate Bond Fund - Regular - IDCW	DSP	₹11.3337	3 Jun 2026
HSBC Corporate Bond Fund - Regular Annual IDCW	HSBC	₹11.2637	3 Jun 2026
BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - ANNUAL IDCW OPTION	Baroda BNP Paribas	₹11.8892	3 Jun 2026
CANARA ROBECO CORPORATE BOND FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)	Canara Robeco	₹11.6577	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.9045
2 Jun 2026	₹28.9173
1 Jun 2026	₹28.8952
29 May 2026	₹28.8868
27 May 2026	₹28.8626
26 May 2026	₹28.8378
25 May 2026	₹28.8348
22 May 2026	₹28.7866
21 May 2026	₹28.7589
20 May 2026	₹28.8024

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HSBC Corporate Bond Fund -Regular Plan - Bonus is ₹28.9045. It's a Corporate Bond Fund from HSBC, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Corporate Bond Fund -Regular Plan - Bonus has NAV history starting from 28 Nov 2022, a track record of about 3 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HSBC Corporate Bond Fund -Regular Plan - Bonus is managed by HSBC. It's classified by AMFI under the 'Corporate Bond Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Corporate Bond Fund -Regular Plan - Bonus has delivered a absolute return of 3.85% — -19.83 pp behind the Corporate Bond Fund category average of 23.68%. The fund ranks #11 of 58 in its category — the top (Q1) quartile.

Over the trailing 3-year window, HSBC Corporate Bond Fund -Regular Plan - Bonus has delivered a CAGR of 6.52% — +3.49 pp ahead of the Corporate Bond Fund category average of 3.03%. The fund ranks #13 of 53 in its category — the top (Q1) quartile.

HSBC Corporate Bond Fund -Regular Plan - Bonus doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HSBC Corporate Bond Fund -Regular Plan - Bonus exactly 3 years ago would be worth approximately ₹120,875 today — a multiplier of 1.21×, based on the 3-year CAGR of 6.52%. The category average over the same window would have grown ₹1 lakh to ₹109,370.

A ₹10,000 monthly SIP in HSBC Corporate Bond Fund -Regular Plan - Bonus over the last 3 years — total invested ₹360,000 — would be worth ₹396,126 today. That's an XIRR (money-weighted annualised return) of 6.30%.

HSBC Corporate Bond Fund -Regular Plan - Bonus doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹396,126 — XIRR 6.30%.

On a 3-year basis, HSBC Corporate Bond Fund -Regular Plan - Bonus ranks #13 out of 53 funds in the Corporate Bond Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 3.03%; this fund delivered 6.52%.

The worst peak-to-trough decline HSBC Corporate Bond Fund -Regular Plan - Bonus has experienced over the last 3-year window is 0.72% — its NAV fell from a high on 07 May 2026 to a low on 21 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HSBC Corporate Bond Fund -Regular Plan - Bonus averaged 7.17% (best 7.58%, worst 6.52%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.10 — negative risk-adjusted performance.

In calendar year 2025, HSBC Corporate Bond Fund -Regular Plan - Bonus returned 7.99% — beating the Corporate Bond Fund category average of 4.30% by 3.69 pp. It ranked #2 of 47 in its category that year.

HSBC Corporate Bond Fund -Regular Plan - Bonus is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. HSBC Corporate Bond Fund -Regular Plan - Bonus is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.