Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹155 Cr
Lock In Period
N/A
Expense Ratio
0.69
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for HSBC Short Duration Fund - OLD Growth include a ₹32.6785 NAV as of Nov 25,2022 and returns since inception of 11.31%. Minimum investments start at SIP ₹1000. The HSBC Short Duration Fund - OLD Growth AUM is ₹155 Cr, with a lock-in of N/A years, expense ratio of 0.69%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.68% returns, against a category average of 0.58% and a category best of 192.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.68 | 0.58 | 192.10 |
| 6M | 2.28 | 3.00 | 192.10 |
| 1Y | 2.46 | 8.06 | 192.10 |
| 3Y | 3.64 | 18.31 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-11-15
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About Fund
HSBC Short Duration Fund - OLD Growth managed by HSBC Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹155 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.69. Under the expert guidance of Ritesh Jain ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundJM Short Term Fund Growth | 0 | 29.87 CR | 0.6 |
| This FundEdelweiss Short Term Fund Growth | 0 | 7.75 CR | 0.79 |
| This FundHSBC Short Duration Fund - OLD Growth | 1 | 155.42 CR | 0.69 |
| This FundHDFC Short Term Debt Fund - Growth | 4 | 17289.31 CR | 0.7 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Short Term Fund Growth | 4.1786 | 10.5752 |
| This FundEdelweiss Short Term Fund Growth | 7.909 | 10.9166 |
| This FundHSBC Short Duration Fund - OLD Growth | 2.459 | 11.367 |
| This FundHDFC Short Term Debt Fund - Growth | 7.5524 | 25.1235 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
FAQs
HSBC Short Duration Fund - OLD 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 - OLD Growth is 0.69. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HSBC Short Duration Fund - OLD Growth’s fund performance is as follows:
- 1 Month : 0.68%
- 6 Months : 2.28%
- 1 Year : 2.46%
- 3 Years : 3.64%
You can invest in HSBC Short Duration Fund - OLD 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 - OLD Growth is ₹155 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HSBC Short Duration Fund - OLD 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