HSBC Medium Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HSBC Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹689 Cr

Lock In Period

N/A

Expense Ratio

1.12

Exit Load

Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

HSBC Medium Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.080.15297.89
6M2.623.42316.34
1Y5.355.36339.71
3Y7.1213.9737.02

Portfolio Analysis

  • Equity:
  • Debt: 99.65%
  • Others
As on: 2026-08-15
View allocation % by

1. 6.94% GOI 11-May-203617.96%
2. REC Limited7.27%
3. SIDBI5.98%
4. Delhi International Airport Limited4.52%
5. Aditya Birla Digital Fashion Venture Ltd3.94%
6. Aditya Birla Renewables Limited3.92%
7. JTPM Metal Traders3.92%
8. JSW Kalinga Steel Ltd3.77%
9. 6.36% GOI 16-Feb-20313.74%
10. Indian Railway Finance Corporation Ltd3.74%
11. 7.24% GOI 18-Aug-20553.71%
12. 360 ONE Prime Limited3.70%
13. Housing and Urban Development Corp. Ltd.3.63%
14. Siddhivinayak Securitisation Trust3.61%
15. MAS Financial Services Limited2.94%
16. Dhruva XXIV1.65%
17. Cube Highway Trust1.46%
18. ARIEL TRUST 20261.39%
19. 6.48% GOI 06Oct20351.10%
20. Treps1.04%
21. Vajra 011 Trust0.83%
22. Net Current Assets-0.07%

1. NABARD3.66%

1. UltraTech Cement Limited3.64%

1. Motilal Oswal Finvest Ltd.3.16%

1. LIC Housing Finance Limited2.32%

1. Indostar Capital Finance Limited2.24%

1. Embassy Office Parks REIT0.88%
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About Fund HSBC Medium Term Fund Growth

HSBC Medium Term Fund Growth managed by HSBC Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹689 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 NameRatingsAUMExpense Ratio
ICICI Prudential Medium Term Bond Fund - Plan B Growth06,049 CR1.81
DSP Bond Fund Growth1253 CR0.79
HSBC Medium Term Fund Growth2688 CR1.12
Aditya Birla Sun Life Medium Term Fund Growth53,323 CR1.55
Aditya Birla Sun Life Medium Term Fund - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Medium Term Bond Fund - Plan B Growth9.212321.9591
This FundDSP Bond Fund Growth5.081922.5297
This FundHSBC Medium Term Fund Growth5.346622.9183
This FundAditya Birla Sun Life Medium Term Fund Growth8.743932.629
This FundAditya Birla Sun Life Medium Term Fund - Institutional Plan Growth10.566337.0187

HSBC Medium Term Fund Growth FAQs

HSBC Medium Term 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 Medium Term Fund Growth is 1.12. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.08%
  • 6 Months : 2.62%
  • 1 Year : 5.35%
  • 3 Years : 7.12%
Returns of HSBC Medium Term Fund Growth are updated daily based on NAV of ₹ 21.7311 as on Sep 04,2026. Since inception, the return has been 22.92%.

You can invest in HSBC Medium Term 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 Medium Term Fund Growth is ₹689 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.