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: 0.68% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,526.69 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

26.6957

7.45%

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 1.18
Sharpe Ratio -0.63
Alpha 3.74
Beta 2.23
Yield to Maturity 6.66
Average Maturity 3.0

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 8.11 7.73 7.07 5.61 6.8
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.33 8.11 9.64 10.2 5.67
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.5 8.05 7.41 6.12 7.2
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.5 8.03 7.4 6.11 7.2
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.37 7.97 7.35 6.23 7.04
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.23 8.09 7.6 6.36 7.44
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.14 7.74 7.27 5.88 6.97
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.14 7.74 7.27 5.88 6.97
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 8.1 7.67 7.27 5.83 6.98
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.09 7.82 7.31 6.47 7.36

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.02%

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