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: 0.75% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,880.75 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
26.4177
0.03 (0.0977%)
7.52%
Benchmark: 8.31%
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
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.18 |
| Sharpe Ratio | -0.63 |
| Alpha | 3.74 |
| Beta | 2.23 |
| Yield to Maturity | 6.82 |
| Average Maturity | 3.47 |
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 | 9.5 | 7.87 | 7.25 | 5.83 | 6.93 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.49 | 8.11 | 9.77 | 10.28 | 5.81 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.77 | 8.17 | 7.55 | 6.57 | 7.16 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.69 | 8.06 | 7.57 | 6.5 | 7.31 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.69 | 8.05 | 7.56 | 6.5 | 7.31 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.68 | 8.04 | 7.56 | 6.19 | 7.09 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.63 | 8.33 | 7.79 | 6.82 | 7.57 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 9.53 | 7.96 | 7.41 | 6.13 | 7.09 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.53 | 7.96 | 7.41 | 6.13 | 7.09 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 9.48 | 8.02 | 7.59 | 7.15 | 7.48 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.05%
