HSBC Short Duration Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY Short Duration Debt Index A-II
TER: 0.74% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,869.82 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

27.5342

7.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.49
Average Maturity 2.5

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Short Duration Fund - Regular Growth 01-01-2013 3.78 6.63 6.52 5.47 6.51
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 4.67 6.89 7.01 6.29 7.19
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 4.41 7.0 6.86 5.98 6.91
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 4.41 7.0 6.88 5.99 6.92
HDFC Short Term Debt Fund - Growth Option 05-06-2010 4.2 6.88 6.99 6.07 7.14
Bandhan Short Duration Fund - Regular Plan - Growth 14-12-2000 4.07 6.84 6.75 5.74 6.67
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 4.01 6.66 6.6 7.17 6.01
Mahindra Manulife Short Duration Fund - Regular Plan - Growth 23-02-2021 3.97 6.43 6.43 5.45 -
Nippon India Short Duration Fund-Growth Plan 01-12-2002 3.93 6.85 6.79 5.86 6.72
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 3.93 6.5 6.65 6.83 6.01

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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