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HSBC Low Duration Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HSBC Low Duration Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,012 Cr

Lock In Period

N/A

Expense Ratio

0.91

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Summary

HSBC Low Duration Fund - Growth NAV is ₹30.3535 as of 19 Jun, 2026. HSBC Low Duration Fund - Growth has delivered 24.18% returns since its launch. The minimum SIP investment amount in HSBC Low Duration Fund - Growth is ₹1000. The AUM of HSBC Low Duration Fund - Growth is ₹1,012 Cr. The expense ratio of the fund is 0.91%, and its benchmark is NIFTY Low Duration Debt Index A-I. The current exit load of the fund is Nil. In the last 1M months, HSBC Low Duration Fund - Growth has delivered 0.79% returns.

HSBC Low Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.79-1.02259.36
6M2.951.46280.40
1Y5.833.83309.28
3Y7.4810.6446.82

Portfolio Analysis

  • Equity:
  • Debt: 99.73%
  • Others
As on: 2026-05-31
View allocation % by

1. SIDBI8.42%
2. REC Limited8.05%
3. GOI Floating Rate FRB 22-Sep-20334.16%
4. 7.38% GOI MAT 20-Jun-20273.62%
5. 360 ONE Prime Limited2.68%
6. Sundaram Home Finance Ltd2.61%
7. IIFL Finance Limited2.46%
8. Bharti Telecom Limited2.41%
9. 8.05% Tamilnadu SDL - 18-Apr-20282.02%
10. Liquid Gold Series 182.00%
11. Treps1.71%
12. MAS Financial Services Limited1.61%
13. Aditya Birla Real Estate Limited1.05%
14. Liquid Gold Series 141.01%
15. Net Current Assets0.01%

1. NABARD8.63%
2. Union Bank of India3.77%
3. Punjab National Bank2.37%
4. Bank of Baroda2.33%
5. EXIM Bank0.50%

1. AU Small Finance Bank Limited4.74%
2. HDFC Bank Limited2.34%
3. Axis Bank Limited1.46%
4. IndusInd Bank Limited1.41%

1. LIC Housing Finance Limited9.11%

1. Power Finance Corporation Limited7.85%

1. Indostar Capital Finance Limited1.58%
2. Piramal Finance Ltd1.54%

1. Vedanta Limited2.70%

1. Mindspace Business Parks REIT1.50%
2. Embassy Office Parks REIT0.59%

1. Hinduja Leyland Finance Ltd.0.99%
2. Motilal Oswal Finvest Ltd.0.52%

1. 364 Days Treasury Bill 04-Jun-20261.48%

1. Indigrid Infrastructure Trust0.50%

About Fund HSBC Low Duration Fund - Growth

HSBC Low Duration Fund - Growth managed by HSBC Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹1,012 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.

Fund Managers

Shriram Ramanathan

Mr. Shriram is a Chartered Financial Analyst and holds a Post Graduate Diploma in Business Management from XLRI Jamshedpur and an engineering degree from the University of Mumbai. He worked in FIL Fund Management Private Limited as Portfolio Manager - Fixed Income from December 2009 to June 2012. ING Investment Management Asia Pacific (Hong Kong) as Senior Investment Manager - Global Emerging Market Debt (Asia) from September 2005 to October 2009. ING Investment Management (India) Private Limited as Portfolio Manager - Fixed Income from June 2003 to September 2005. Zurich (India) Asset Management Company as Dealer / Research - Fixed Income from September 2001 to June 2003. ICICI Limited Mumbai as Treasury from June 2000 to September 2001. Larsen & Toubro Limited in Design Department, Switchgear Group from August 1997 to May 1998.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI Low Duration Fund Growth43151.17 CR0.42
ICICI Prudential Savings Fund Growth525884.88 CR0.56
HSBC Low Duration Fund - Growth51012.45 CR0.91
Franklin India Low DurationFund Growth051.1 CR0.71
Fund Name1Y3Y
This FundUTI Low Duration Fund Growth5.969823.0821
This FundICICI Prudential Savings Fund Growth6.162324.0931
This FundHSBC Low Duration Fund - Growth5.834524.1765
This FundFranklin India Low DurationFund Growth37.141246.82

HSBC Low Duration Fund - Growth 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 : 0.79%
  • 6 Months : 2.95%
  • 1 Year : 5.83%
  • 3 Years : 7.48%
Returns of HSBC Low Duration Fund - Growth are updated daily based on NAV of ₹ 30.3535 as on Jun 18,2026. Since inception, the return has been 24.18%.

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 ₹1,012 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.