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HSBC Short Duration Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Short Duration Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹3,870 Cr

Lock In Period

N/A

Expense Ratio

0.75

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

Summary

HSBC Short Duration Fund - Growth NAV is ₹27.5271 as of 16 May, 2026. HSBC Short Duration Fund - Growth has delivered 21.49% returns since its launch. The minimum SIP investment amount in HSBC Short Duration Fund - Growth is ₹1000. The AUM of HSBC Short Duration Fund - Growth is ₹3,870 Cr. The expense ratio of the fund is 0.75%, and its benchmark is NIFTY Short Duration Debt Index. The current exit load of the fund is Nil. In the last 1M months, HSBC Short Duration Fund - Growth has delivered 0.15% returns.

HSBC Short Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.150.75192.10
6M1.441.46192.10
1Y4.725.20192.10
3Y6.7015.64219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-15
View allocation % by

1. SIDBI7.78%
2. REC Limited5.31%
3. Bharti Telecom Limited4.75%
4. 6.48% GOI 06Oct20354.45%
5. Shivshakti Securitisation Trust2.72%
6. Treps2.38%
7. Bajaj Housing Finance Ltd1.38%
8. Radhakrishna Securitisation Trust1.16%
9. 7.02% GOI 18-Jun-20310.95%
10. India Universal Trust AL20.86%
11. India Universal Trust AL10.78%
12. Jamnagar Utilities & Power Pvt Ltd0.69%
13. Jio Credit Limited0.65%
14. Siddhivinayak Securitisation Trust0.65%
15. 7.40% Gujarat SDL - 25-Feb-20360.65%
16. 7.40% Gujarat SDL - 04-Mar-20360.65%
17. 7.26% GOI MAT 22-Aug-20320.54%
18. Corp Debt Mkt Devlop Fund (SBI AIF Fund)0.34%
19. PAY_6.3875% &REC_OIS_15/04/310.00%
20. Net Current Assets-2.12%

1. NABARD9.25%
2. EXIM Bank1.89%
3. Canara Bank1.23%
4. Punjab National Bank1.23%
5. Bank of Baroda1.23%

1. Kotak Mahindra Prime Limited2.08%
2. 7.49% Maharashtra SDL - 12-Apr-20301.46%
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. 7.61% Gujarat SDL - 03-Aug-20320.67%
7. 7.61% Tamil Nadu SDL - 28-Aug-20320.67%
8. 7.49% Karnataka SDL - 04-Feb-20350.66%
9. 7.18% Tamil Nadu SDL - 12-Mar-20350.64%

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

1. Bajaj Finance Limited4.18%
2. Sundaram Finance Limited3.64%

1. Power Finance Corporation Limited4.62%
2. Indian Railway Finance Corporation Ltd2.69%

1. Embassy Office Parks REIT4.05%
2. Mindspace Business Parks REIT1.56%

1. Reliance Industries Limited2.38%
2. Indian Oil Corporation Limited2.06%

1. NTPC Limited2.74%

1. National Highways Authority of India2.08%

1. Hindustan Zinc Limited1.97%

1. LIC Housing Finance Limited0.27%

About Fund HSBC Short Duration Fund - Growth

HSBC Short Duration Fund - Growth managed by HSBC Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹3,870 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
UTI Short Duration Fund - Retail Plan Growth02756.09 CR0.82
Baroda BNP Paribas Short Duration Fund Growth2259.65 CR1.08
HSBC Short Duration Fund - Growth43869.82 CR0.75
IDBI Short Term Bond Fund Growth025.49 CR0.75
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundUTI Short Duration Fund - Retail Plan Growth4.690421.1689
This FundBaroda BNP Paribas Short Duration Fund Growth4.454221.4256
This FundHSBC Short Duration Fund - Growth4.715621.4852
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

HSBC Short Duration Fund - Growth 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 : 0.15%
  • 6 Months : 1.44%
  • 1 Year : 4.72%
  • 3 Years : 6.70%
Returns of HSBC Short Duration Fund - Growth are updated daily based on NAV of ₹ 27.5271 as on May 14,2026. Since inception, the return has been 21.49%.

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 ₹3,870 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.