HSBC Medium Duration Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Debt: Medium Duration
Launch Date: 02-02-2015
Asset Class:
Benchmark: NIFTY Medium Duration Debt Index A-III
TER: 1.1% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 649.17 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

20.554

7.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
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
10 Years 2 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 seek to generate income by investing primarily in debt and money market securities.There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.55
Sharpe Ratio -0.14
Alpha -0.18
Beta 0.79
Yield to Maturity 7.41
Average Maturity 6.13

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Medium Duration Fund - Regular Growth 02-02-2015 10.19 8.49 8.12 7.28 7.19
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 15.07 10.64 14.97 13.57 8.74
DSP Bond Fund - Growth 29-04-1997 10.51 8.46 8.13 6.25 6.46
Kotak Medium Term Fund - Growth 21-03-2014 10.25 8.77 7.76 7.09 7.18
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 10.19 8.6 8.3 7.3 7.75
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 10.0 8.34 8.2 7.45 7.58
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth 08-07-2003 9.64 7.72 7.43 5.47 6.81
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 9.63 8.05 7.85 6.99 7.34
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 9.6 7.89 7.57 7.98 3.41
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 9.56 8.07 8.0 6.79 8.1

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.06%

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