Return
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- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹48 Cr
Lock In Period
N/A
Expense Ratio
1.17
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for HSBC Medium to Long Duration Fund Growth include a ₹42.567 NAV as of Mar 25,2026 and returns since inception of 18.02%. Minimum investments start at SIP ₹1000. The HSBC Medium to Long Duration Fund Growth AUM is ₹48 Cr, with a lock-in of N/A years, expense ratio of 1.17%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.45% returns, against a category average of -1.93% and a category best of 296.85%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.45 | -1.93 | 296.85 |
| 6M | 0.62 | 0.51 | 314.88 |
| 1Y | 3.27 | 4.50 | 338.55 |
| 3Y | 5.68 | 16.33 | 25.17 |
Portfolio Analysis
- Equity:
- Debt: 99.70%
- Others
As on: 2026-03-15
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About Fund
HSBC Medium to Long Duration Fund Growth managed by HSBC Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹48 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.17. Under the expert guidance of Shriram Ramanathan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundCanara Robeco Income Fund Growth | 0 | 115.36 CR | 1.91 |
| This FundBandhan Medium to Long Duration Fund Growth | 2 | 459.11 CR | 1.99 |
| This FundHSBC Medium to Long Duration Fund Growth | 0 | 47.57 CR | 1.17 |
| This FundICICI Prudential Bond Fund Growth | 4 | 2767.81 CR | 1.03 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 5 | 4084.99 CR | 1.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundCanara Robeco Income Fund Growth | 2.5075 | 16.9411 |
| This FundBandhan Medium to Long Duration Fund Growth | 2.7955 | 17.5925 |
| This FundHSBC Medium to Long Duration Fund Growth | 3.2667 | 18.023 |
| This FundICICI Prudential Bond Fund Growth | 4.1134 | 22.5823 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
FAQs
HSBC Medium to Long Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HSBC Medium to Long Duration Fund Growth is 1.17. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HSBC Medium to Long Duration Fund Growth’s fund performance is as follows:
- 1 Month : -0.45%
- 6 Months : 0.62%
- 1 Year : 3.27%
- 3 Years : 5.68%
You can invest in HSBC Medium to Long Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HSBC Medium to Long Duration Fund Growth is ₹48 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HSBC Medium to Long Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500