Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

50 Cr

Lock In Period

N/A

Expense Ratio

1.83

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Calculate Returns

You would have got

No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on: 2025-04-30
View allocation % by

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 ₹50 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.83. 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

No Data Found
No Data Found

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 1.83. 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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of HSBC Medium to Long Duration Fund Growth are updated daily based on NAV of ₹ 42.2364 as on May 13,2025. Since inception, the return has been 22.61%.

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 ₹50 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