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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,486.45 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

26.9339

7.46%

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 6.77
Average Maturity 2.56

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 8.05 7.93 7.39 5.65 6.77
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.23 8.33 9.98 10.15 5.61
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.48 8.24 7.7 6.15 7.17
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.48 8.22 7.68 6.15 7.17
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.3 8.19 7.69 6.25 7.02
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.17 7.93 7.56 5.9 6.95
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.17 7.93 7.56 5.9 6.95
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 8.15 8.03 7.79 6.53 7.44
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.08 8.21 7.85 6.33 7.42
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 7.97 8.14 7.65 5.82 6.93

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.02%

Feedback
Notification