Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹50000000

AUM (Fund size)

56 Cr

Lock In Period

N/A

Expense Ratio

1.02

Benchmark

CRISIL Low Duration Debt Index

Exit Load

Nil

Summary

Latest details for HSBC Low Duration Fund - Institutional Plus Plan Growth include a NAV as of Apr 25,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The HSBC Low Duration Fund - Institutional Plus Plan Growth AUM is ₹56 Cr, with a lock-in of N/A years, expense ratio of 1.02%, and benchmark CRISIL Low Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.86% and a category best of 259.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.86259.97
6M0.000.82281.41
1Y0.003.10309.46
3Y0.008.99219.54

Portfolio Analysis

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About Fund

HSBC Low Duration Fund - Institutional Plus Plan Growth managed by HSBC Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹56 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt Index while maintaining an expense ratio of 1.02. Under the expert guidance of Kapil Punjabi ,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

Kapil Punjabi

Mr. Kapil holds B.M.S. and M.M.S. from Mumbai University. He has a work experience of over 4 years. Prior to joining Edelweiss Asset Management Ltd., he has worked with Edelweiss Securities Ltd., for two years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Ltd., he has worked with an overseas research entity where he was responsible for research and creating trading strategies in the US and European Bond Futures and Interest Rate Futures from India.

Peer Comparison

Fund Name1Y3Y
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

FAQs

HSBC Low Duration Fund - Institutional Plus Plan 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 - Institutional Plus Plan Growth is 1.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Low Duration Fund - Institutional Plus Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of HSBC Low Duration Fund - Institutional Plus Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HSBC Low Duration Fund - Institutional Plus Plan 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 - Institutional Plus Plan Growth is ₹56 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Low Duration Fund - Institutional Plus Plan 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