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HSBC Short Duration Fund - Growth Return

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

Showing Funds Performance since Sep 07, 2020

HSBC Short Duration Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹4,210 Cr

Lock In Period

N/A

Expense Ratio

0.75

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

HSBC Short Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.871.14192.10
6M2.922.32192.10
1Y5.214.72192.10
3Y7.0815.98219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.69%
  • Others
As on: 2026-06-15
View allocation % by

1. SIDBI4.70%
2. Bharti Telecom Limited3.74%
3. REC Limited3.37%
4. 6.36% GOI 16-Feb-20313.32%
5. Shivshakti Securitisation Trust2.51%
6. Bajaj Housing Finance Ltd2.35%
7. Indian Railway Finance Corporation Ltd1.89%
8. 6.94% GOI 11-May-20361.81%
9. 6.68% GOI 07Jul20401.64%
10. 6.54% Tamil Nadu SDL - 25-Feb-20291.21%
11. Radhakrishna Securitisation Trust1.07%
12. India Universal Trust AL20.74%
13. 6.68% GOI 27-Jan-20330.68%
14. 7.26% GOI MAT 22-Aug-20320.63%
15. Jio Credit Limited0.60%
16. Mahindra & Mahindra Financial Serv Ltd.0.60%
17. Siddhivinayak Securitisation Trust0.60%
18. India Universal Trust AL10.56%
19. Treps0.52%
20. 6.77% Maharashtra SDL - 25-Feb-20300.36%
21. 6.48% GOI 06Oct20350.12%
22. Net Current Assets0.06%

1. NABARD8.67%
2. Bank of Baroda2.28%
3. Canara Bank2.27%
4. EXIM Bank1.13%
5. Punjab National Bank1.13%
6. Union Bank of India0.57%

1. Kotak Mahindra Prime Limited3.10%
2. 7.7% Maharashtra SDL - 25-May-20321.83%
3. 6.80% Maharashtra SGS - 16-Jun-20311.22%
4. Tata Capital Ltd1.20%
5. 6.78% Maharashtra SDL - 25-May-20311.18%
6. 7.02% Tamil Nadu SDL - 19-Sep-20291.16%
7. 7.49% Maharashtra SDL - 12-Apr-20300.98%
8. 7.16% Karnataka SDL - 08-Jan-20300.86%
9. 7.61% Gujarat SDL - 03-Aug-20320.62%

1. Axis Bank Limited2.29%
2. HDFC Bank Limited2.28%
3. ICICI Bank Limited1.71%
4. National Housing Bank1.22%
5. Kotak Mahindra Bank Limited1.14%

1. Sundaram Finance Limited4.05%
2. Bajaj Finance Limited1.92%
3. Bajaj Finance Ltd1.29%

1. Embassy Office Parks REIT3.73%
2. Mindspace Business Parks REIT1.44%

1. Power Finance Corporation Limited4.75%

1. Reliance Industries Limited2.19%
2. Indian Oil Corporation Limited1.91%

1. NTPC Limited2.54%

1. National Highways Authority of India1.92%

1. Hindustan Zinc Limited1.83%

1. Larsen & Toubro Limited1.34%

1. LIC Housing Finance Limited0.86%

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 ₹4,210 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
Invesco India Short Duration Fund Growth1742.07 CR1.07
Sundaram Short Duration Fund Growth0184.09 CR0.8
HSBC Short Duration Fund - Growth44210.35 CR0.75
ICICI Prudential Short Term Fund Growth419174.68 CR1.05
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundInvesco India Short Duration Fund Growth4.903822.4752
This FundSundaram Short Duration Fund Growth5.106922.5781
This FundHSBC Short Duration Fund - Growth5.205422.7877
This FundICICI Prudential Short Term Fund Growth5.970624.2142
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 : 0.87%
  • 6 Months : 2.92%
  • 1 Year : 5.21%
  • 3 Years : 7.08%
Returns of HSBC Short Duration Fund - Growth are updated daily based on NAV of ₹ 28.0274 as on Jul 13,2026. Since inception, the return has been 22.79%.

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 ₹4,210 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.