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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,038 Cr

Lock In Period

N/A

Expense Ratio

0.91

Benchmark

NIFTY Low Duration Debt Index A-I

Exit Load

Nil

Summary

Latest details for HSBC Low Duration Fund - Growth include a ₹30.0115 NAV as of Apr 10,2026 and returns since inception of 24.48%. Minimum investments start at SIP ₹1000. The HSBC Low Duration Fund - Growth AUM is ₹1,038 Cr, with a lock-in of N/A years, expense ratio of 0.91%, and benchmark NIFTY Low Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.62% returns, against a category average of -0.78% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.62-0.78259.36
6M2.721.08280.40
1Y7.555.73309.28
3Y7.5713.2546.82

Portfolio Analysis

  • Equity:
  • Debt: 99.74%
  • Others
As on: 2026-03-15
View allocation % by

1. REC Limited8.51%
2. SIDBI8.14%
3. Treps4.51%
4. 7.38% GOI MAT 20-Jun-20273.49%
5. GOI Floating Rate FRB 22-Sep-20333.10%
6. 360 ONE Prime Limited2.58%
7. Liquid Gold Series 182.41%
8. Bharti Telecom Limited2.31%
9. MAS Financial Services Limited1.54%
10. GOI FRB 04OCT20281.50%
11. Liquid Gold Series 141.28%
12. Aditya Birla Real Estate Limited1.01%
13. 7.06% GOI - 10-Apr-20281.01%
14. PAY_5.625% &REC_OIS_20/02/280.02%
15. Net Current Assets-0.18%

1. HDFC Bank Limited4.78%
2. AU Small Finance Bank Limited4.57%
3. National Housing Bank4.10%
4. IndusInd Bank Limited3.74%
5. RBL Bank Limited2.38%
6. Axis Bank Limited1.40%

1. NABARD8.35%
2. Union Bank of India4.65%
3. EXIM Bank0.49%

1. LIC Housing Finance Limited6.54%

1. Piramal Finance Ltd3.01%
2. Indostar Capital Finance Limited1.51%

1. Mindspace Business Parks REIT3.89%
2. Embassy Office Parks REIT0.58%

1. Vedanta Limited2.59%

1. Power Finance Corporation Limited2.47%

1. Hinduja Leyland Finance Ltd.1.03%
2. Motilal Oswal Finvest Ltd.0.51%

1. 364 Days Treasury Bill 04-Jun-20261.43%

1. Indigrid Infrastructure Trust0.49%

About Fund

HSBC Low Duration Fund - Growth managed by HSBC Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹1,038 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.91. 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 NameRatingsAUMExpense Ratio
This FundAxis Treasury Advantage Fund - Retail Plan Growth35455.4 CR0.57
This FundUTI Low Duration Fund Growth42344.41 CR0.4
This FundHSBC Low Duration Fund - Growth51038.17 CR0.91
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundAxis Treasury Advantage Fund - Retail Plan Growth6.452423.2674
This FundUTI Low Duration Fund Growth6.496523.4712
This FundHSBC Low Duration Fund - Growth7.549624.4775
This FundFranklin India Low DurationFund Growth37.141246.82

FAQs

HSBC Low 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 Low Duration Fund - Growth is 0.91. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Low Duration Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.62%
  • 6 Months : 2.72%
  • 1 Year : 7.55%
  • 3 Years : 7.57%
Returns of HSBC Low Duration Fund - Growth are updated daily based on NAV of ₹ 30.0115 as on Apr 10,2026. Since inception, the return has been 24.48%.

You can invest in HSBC Low 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 Low Duration Fund - Growth is ₹1,038 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Low 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