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: 0.72% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,644.02 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

26.7154

7.48%

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 6.69
Average Maturity 3.06

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 8.63 7.92 7.25 5.54 6.86
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.77 8.26 9.78 10.15 5.73
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.01 8.24 7.6 6.09 7.25
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.01 8.22 7.59 6.09 7.25
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.97 8.21 7.57 6.21 7.1
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.77 8.31 7.78 6.3 7.49
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.72 7.97 7.44 5.77 7.03
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.72 7.97 7.44 5.77 7.03
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.69 8.18 7.43 5.78 7.0
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 8.67 7.92 7.5 5.84 7.04

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.02%

Feedback
Notification