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: 1.08% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 654.65 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

20.6168

7.12%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHSBC Medium Duration Fund - Regular GrowthNifty 4-8 yr G-Sec IndexDebt: Medium DurationGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
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
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 3.79

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 8.8 8.24 7.77 6.64 6.98
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 13.37 10.6 9.51 12.24 8.63
Nippon India Medium Duration Fund - Growth Option 01-06-2014 10.79 9.05 8.29 8.67 3.54
DSP Bond Fund - Growth 29-04-1997 9.15 8.3 7.73 5.92 6.35
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 9.02 8.54 8.01 6.91 7.68

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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