Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.07 | 2.03 | 1.65 |
| 6M | 2.28 | 3.09 | 4.71 |
| 1Y | 5.42 | 6.95 | 8.84 |
| 3Y | 7.34 | 18.59 | 28.20 |
HSBC Low Duration Fund - Growth managed by HSBC Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹1,062 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis Treasury Advantage Fund Growth | 5 | 6079.81 CR | 0.71 |
| Axis Treasury Advantage Fund - Retail Plan Growth | 0 | 6079.81 CR | 0.57 |
| UTI Low Duration Fund Growth | 4 | 3180.66 CR | 0.42 |
| ICICI Prudential Savings Fund Growth | 5 | 27595.42 CR | 0.58 |
| HSBC Low Duration Fund - Growth | 5 | 1062.31 CR | 0.91 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Treasury Advantage Fund Growth | 5.5141 | 22.3314 |
| This FundAxis Treasury Advantage Fund - Retail Plan Growth | 5.5141 | 22.3324 |
| This FundUTI Low Duration Fund Growth | 5.5928 | 22.5715 |
| This FundICICI Prudential Savings Fund Growth | 5.7162 | 23.5246 |
| This FundHSBC Low Duration Fund - Growth | 5.4165 | 23.665 |