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Debt Funds GROUP MEMBERS AMIT JOSHI ANIL KUMAR AVDHESH RAJPUT NIKHIL GUPTA NILESH KUMAR RAHUL SOODEY RISHAP KUNDRA TOPIC PRESENTATION
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Name of scheme HSBC Flexi Debt Fund Investment objective To deliver returns in the form of  interest income and capital gains, along with high liquidity, commensurate with the current view on the markets & interest rate cycle, through active investment  in debt & money market instruments Plan/options Regular & Institutional option Sub options Regular & Institutional :Fortnightly,Montly, Quarterly & half yearly dividend(payout /reinvestment) & growth sub option Dividends  Declaration of dividends & its frequency will inter alia depend upon the distributable surplus Minimum application amount Regular  : Rs  10000 per application Institutional : Rs  5,000,000 per application Minimum additional investment Rs 1000 & multiples of Re 1 for regular option, Rs 10000 & multiples of Rs 10000 thereafter  for institutional option. Minimum redemption amount Regular Rs 1000 & multiples of Re 1 there after. Bench mark index CRISIL  Composite Bond Fund Index Loads Entry Load : NIL Exit  load :0.75% in regular option Liquidity/ ongoing subscription Purchased /redeemed on every business day at NAV prices
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Mutual Funds Presentation

  • 1. Debt Funds GROUP MEMBERS AMIT JOSHI ANIL KUMAR AVDHESH RAJPUT NIKHIL GUPTA NILESH KUMAR RAHUL SOODEY RISHAP KUNDRA TOPIC PRESENTATION
  • 2.
  • 3.
  • 4.
  • 5.  
  • 6.
  • 7.
  • 8.  
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. Name of scheme HSBC Flexi Debt Fund Investment objective To deliver returns in the form of interest income and capital gains, along with high liquidity, commensurate with the current view on the markets & interest rate cycle, through active investment in debt & money market instruments Plan/options Regular & Institutional option Sub options Regular & Institutional :Fortnightly,Montly, Quarterly & half yearly dividend(payout /reinvestment) & growth sub option Dividends Declaration of dividends & its frequency will inter alia depend upon the distributable surplus Minimum application amount Regular : Rs 10000 per application Institutional : Rs 5,000,000 per application Minimum additional investment Rs 1000 & multiples of Re 1 for regular option, Rs 10000 & multiples of Rs 10000 thereafter for institutional option. Minimum redemption amount Regular Rs 1000 & multiples of Re 1 there after. Bench mark index CRISIL Composite Bond Fund Index Loads Entry Load : NIL Exit load :0.75% in regular option Liquidity/ ongoing subscription Purchased /redeemed on every business day at NAV prices
  • 17.