HSBC Short Term Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index A-II |
| TER: 0.7% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,184.84 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
28.1799
0.01 (0.0422%)
7.3%
Benchmark: 8.03%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 7.33 |
| Average Maturity | 3.17 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Short Term Fund - Regular Growth | 01-01-2013 | 5.38 | 6.74 | 6.94 | 5.69 | 6.48 |
| Bandhan Short Term Fund - Regular Plan - Growth | 14-12-2000 | 6.15 | 7.04 | 7.29 | 5.98 | 6.67 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.97 | 7.08 | 7.28 | 6.5 | 7.08 |
| Axis Short Term Fund - Retail Plan - Growth Option | 05-03-2010 | 5.74 | 7.14 | 7.26 | 6.18 | 6.87 |
| Axis Short Term Fund - Regular Plan - Growth Option | 22-01-2010 | 5.74 | 7.14 | 7.27 | 6.18 | 6.87 |
| HDFC Short Term Fund - Regular Plan - Growth Option | 05-06-2010 | 5.67 | 6.94 | 7.27 | 6.23 | 7.1 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 5.62 | 6.87 | 7.09 | 6.18 | 6.86 |
| Nippon India Short Term Fund -Growth Plan | 01-12-2002 | 5.6 | 6.96 | 7.16 | 6.04 | 6.65 |
| Sundaram Short Duration Fund Growth Plan | 01-01-2013 | 5.45 | 6.75 | 6.93 | 7.39 | 5.94 |
| UTI Short Term Fund - Regular Plan - Growth Option | 28-08-2007 | 5.31 | 6.61 | 6.97 | 6.98 | 5.91 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
