HSBC Dynamic Bond Fund

he scheme seeks to generate returns in the form of interest income and capital gains, along with high liquidity, commensurate with the current view onthe markets and the interest rate cycle, through active investment in debt and money market instruments.

Growthvine rating: 2/5 — ranked #17 of 22 in category.

Fund basics

CategoryDebt: Corporate Bond
NAV₹30.76 (as of 2026-08-21)
AUM₹122 Cr
Expense ratio0.52%
RiskometerModerate
Fund managerShriram Ramanathan
Exit load0

Performance & risk

Sharpe ratio0.21
Standard deviation2.81%
Max drawdown-2.10%
Alpha0
Beta0

Over 5 years, captured 96.7% of NIFTY Corporate Bond Index's upside and 305.5% of its downside.

Market cap allocation

Concentration

Top holdings

Not disclosed.

Top sectors

Not disclosed.

Calendar-year track record

YearReturnQuartileCategory rank
2026 (partial)2.6%Q4 (Bottom)#20 of 22
20255.6%Q4 (Bottom)#22 of 22
20248.7%Q1 (Top)#1 of 22
20236.5%Q3#14 of 21