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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,688.2 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

25.8506

7.43%

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

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 7.37
Average Maturity 3.62

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 8.03 7.51 6.1 5.86 6.81
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.33 7.84 14.15 7.94 5.74
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.39 8.12 6.83 6.74 7.47
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.3 7.76 6.37 6.14 6.97
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.27 7.84 6.62 6.43 7.19
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.27 7.82 6.6 6.42 7.18
Nippon India Short Term Fund-Growth Plan 01-12-2002 8.26 7.92 6.43 6.42 7.02
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.16 7.8 6.74 7.02 7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.13 7.71 4.4 7.59 6.26
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.13 7.71 6.52 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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