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: 0.74% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,869.82 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

27.5288

7.29%

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 -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.49
Average Maturity 2.5

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 4.72 6.91 6.69 5.52 6.55
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 5.36 7.17 7.14 6.34 7.22
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 5.21 7.29 7.01 6.02 6.94
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 5.21 7.29 7.02 6.03 6.95
HDFC Short Term Debt Fund - Growth Option 05-06-2010 5.09 7.18 7.14 6.14 7.18
Bandhan Short Duration Fund - Regular Plan - Growth 14-12-2000 4.96 7.14 6.92 5.76 6.7
Nippon India Short Duration Fund-Growth Plan 01-12-2002 4.85 7.13 6.97 5.94 6.76
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 4.8 6.98 6.86 6.07 7.03
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 4.74 6.95 6.77 5.79 6.68
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 4.74 6.95 6.77 5.79 6.68

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification