HSBC Medium Duration Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HSBC Medium Duration Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹687 Cr
N/A
1.12
Nil
NIFTY Medium Duration Debt Index A-III
HSBC Medium Duration Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.46 | 0.62 | 298.31 |
| 6M | 2.94 | 2.82 | 316.78 |
| 1Y | 5.78 | 5.24 | 340.09 |
| 3Y | 7.30 | 15.52 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 99.65%
- Others
About Fund HSBC Medium Duration Fund Growth
HSBC Medium Duration Fund Growth managed by HSBC Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹687 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.12. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bandhan Medium Duration Fund Growth | 5 | 1,260 CR | 1.36 |
| DSP Bond Fund Growth | 1 | 254 CR | 0.79 |
| HSBC Medium Duration Fund Growth | 2 | 686 CR | 1.12 |
| Aditya Birla Sun Life Medium Term Plan Growth | 5 | 3,280 CR | 1.55 |
| Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 0 | 1,626 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Medium Duration Fund Growth | 5.8227 | 22.3017 |
| This FundDSP Bond Fund Growth | 5.3624 | 23.3021 |
| This FundHSBC Medium Duration Fund Growth | 5.7776 | 23.5483 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.9852 | 33.1763 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
HSBC Medium Duration Fund Growth FAQs
- 1 Month : 0.46%
- 6 Months : 2.94%
- 1 Year : 5.78%
- 3 Years : 7.30%
