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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹3,799 Cr

Lock In Period

N/A

Expense Ratio

0.75

Benchmark

NIFTY Short Duration Debt Index

Exit Load

Nil

Summary

Latest details for HSBC Short Duration Fund - Growth include a ₹27.546 NAV as of Apr 17,2026 and returns since inception of 22.32%. Minimum investments start at SIP ₹1000. The HSBC Short Duration Fund - Growth AUM is ₹3,799 Cr, with a lock-in of N/A years, expense ratio of 0.75%, and benchmark NIFTY Short Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.47% returns, against a category average of 1.48% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.471.48192.10
6M1.961.67192.10
1Y5.496.25192.10
3Y6.9516.56219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-03-31
View allocation % by

1. SIDBI7.79%
2. REC Limited5.30%
3. Bharti Telecom Limited4.74%
4. Shivshakti Securitisation Trust2.72%
5. Bajaj Housing Finance Ltd1.38%
6. Net Current Assets1.31%
7. 6.48% GOI 06Oct20351.23%
8. 7.02% GOI 18-Jun-20311.21%
9. Radhakrishna Securitisation Trust1.16%
10. India Universal Trust AL20.86%
11. 7.26% GOI MAT 22-Aug-20320.80%
12. India Universal Trust AL10.78%
13. Jamnagar Utilities & Power Pvt Ltd0.69%
14. Jio Credit Limited0.65%
15. Siddhivinayak Securitisation Trust0.65%
16. 7.40% Gujarat SDL - 25-Feb-20360.65%
17. 7.40% Gujarat SDL - 04-Mar-20360.65%
18. Treps0.36%
19. 7.47% Karnataka SDL - 25-Aug-20360.26%
20. PAY_5.5675% &REC_OIS_20/12/270.03%

1. NABARD9.38%
2. Canara Bank2.54%
3. EXIM Bank1.89%
4. Punjab National Bank1.23%
5. Bank of Baroda1.23%

1. Kotak Mahindra Prime Limited2.08%
2. 7.49% Maharashtra SDL - 12-Apr-20301.51%
3. 7.64% Tamil Nadu SDL - 03-Aug-20321.35%
4. 6.78% Maharashtra SDL - 25-May-20311.32%
5. 6.80% Maharashtra SGS - 16-Jun-20311.05%
6. 7.67% Karnataka SDL - 16-Nov-20320.69%
7. 7.61% Gujarat SDL - 03-Aug-20320.67%
8. 7.61% Tamil Nadu SDL - 28-Aug-20320.67%
9. 7.49% Karnataka SDL - 04-Feb-20350.66%
10. 7.50% Tamil Nadu SDL - 28-Jan-20360.66%
11. 7.09% Gujarat SDL - 23-Feb-20320.65%
12. 7.18% Tamil Nadu SDL - 12-Mar-20350.64%
13. 7.47% Gujarat SDL - 28-Jan-20360.15%

1. HDFC Bank Limited2.48%
2. ICICI Bank Limited1.86%
3. National Housing Bank1.64%
4. Kotak Mahindra Bank Limited1.25%
5. Axis Bank Limited1.24%

1. Power Finance Corporation Limited4.62%
2. Indian Railway Finance Corporation Ltd2.79%

1. Sundaram Finance Limited3.65%
2. Bajaj Finance Limited3.49%

1. Embassy Office Parks REIT4.05%
2. Mindspace Business Parks REIT1.57%

1. Reliance Industries Limited2.38%
2. Indian Oil Corporation Limited2.07%

1. NTPC Limited2.74%

1. Hindustan Zinc Limited1.97%

1. LIC Housing Finance Limited0.27%

About Fund

HSBC Short Duration Fund - Growth managed by HSBC Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹3,799 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index while maintaining an expense ratio of 0.75. Under the expert guidance of Jalpan Shah ,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

Jalpan Shah

Mr. Jalpan Shah holds B.E. (Mechanical), PGDM. His prior Assignments are FIL Fund Management Private Ltd. as Research Associate from December 2007 till November 2012. Lotus India Asset Management Co. Pvt. Ltd as Research Analyst from September 2007 to November 2007. UTI Asset Management Co. Pvt. Ltd. from May 2004 till August 2007.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Short Duration Fund - Retail Plan Growth02359.31 CR0.82
This FundKotak Bond Short Term Fund (G) - Growth315582.03 CR1.12
This FundHSBC Short Duration Fund - Growth33799.27 CR0.75
This FundICICI Prudential Short Term Fund Growth420688.43 CR1.06
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundUTI Short Duration Fund - Retail Plan Growth5.280722.0226
This FundKotak Bond Short Term Fund (G) - Growth5.026422.1238
This FundHSBC Short Duration Fund - Growth5.487122.3184
This FundICICI Prudential Short Term Fund Growth6.024724.1078
This FundFranklin India Short Term Income Plan Growth192.0971219.539

FAQs

HSBC Short 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 Short Duration Fund - Growth is 0.75. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Short Duration Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.47%
  • 6 Months : 1.96%
  • 1 Year : 5.49%
  • 3 Years : 6.95%
Returns of HSBC Short Duration Fund - Growth are updated daily based on NAV of ₹ 27.546 as on Apr 17,2026. Since inception, the return has been 22.32%.

You can invest in HSBC Short 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 Short Duration Fund - Growth is ₹3,799 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Short Duration Fund - 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