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HSBC Short Duration Fund - Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹3,885 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 ₹27.5342 as of 5 Jun, 2026. HSBC Short Duration Fund - Growth has delivered 20.91% 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 ₹3,885 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 0.17% returns.

HSBC Short Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.170.14192.10
6M1.211.62192.10
1Y3.784.99192.10
3Y6.5314.94219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-05-15
View allocation % by

1. REC Limited5.64%
2. SIDBI5.30%
3. Bharti Telecom Limited4.67%
4. 6.36% GOI 16-Feb-20314.49%
5. Treps2.96%
6. Shivshakti Securitisation Trust2.67%
7. Bajaj Housing Finance Ltd2.61%
8. 6.48% GOI 06Oct20352.07%
9. Indian Railway Finance Corporation Ltd1.36%
10. Radhakrishna Securitisation Trust1.14%
11. 7.02% GOI 18-Jun-20310.93%
12. India Universal Trust AL20.82%
13. Jamnagar Utilities & Power Pvt Ltd0.68%
14. India Universal Trust AL10.68%
15. Jio Credit Limited0.64%
16. Siddhivinayak Securitisation Trust0.64%
17. Net Current Assets-0.17%

1. NABARD8.57%
2. Canara Bank2.80%
3. EXIM Bank1.87%
4. Punjab National Bank1.22%
5. Bank of Baroda1.21%
6. Union Bank of India0.61%

1. Kotak Mahindra Prime Limited2.05%
2. 7.7% Maharashtra SDL - 25-May-20322.02%
3. 7.49% Maharashtra SDL - 12-Apr-20301.44%
4. 7.16% Karnataka SDL - 08-Jan-20301.32%
5. 6.78% Maharashtra SDL - 25-May-20311.30%
6. 6.80% Maharashtra SGS - 16-Jun-20311.03%
7. 7.61% Gujarat SDL - 03-Aug-20320.66%

1. Sundaram Finance Limited4.35%
2. Bajaj Finance Limited3.31%

1. HDFC Bank Limited2.44%
2. ICICI Bank Limited1.83%
3. Axis Bank Limited1.23%
4. Kotak Mahindra Bank Limited1.23%
5. National Housing Bank0.64%

1. Embassy Office Parks REIT3.99%
2. Mindspace Business Parks REIT1.54%

1. Power Finance Corporation Limited4.55%

1. Reliance Industries Limited2.34%
2. Indian Oil Corporation Limited2.03%

1. NTPC Limited2.70%

1. National Highways Authority of India2.04%

1. Hindustan Zinc Limited1.94%

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 ₹3,885 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
BNP Paribas Short Term Fund Growth1247.54 CR1.06
Baroda BNP Paribas Short Duration Fund Growth2259.67 CR1.04
HSBC Short Duration Fund - Growth43885.11 CR0.75
IDBI Short Term Bond Fund Growth025.49 CR0.75
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBNP Paribas Short Term Fund Growth4.630120.7366
This FundBaroda BNP Paribas Short Duration Fund Growth3.547920.8011
This FundHSBC Short Duration Fund - Growth3.783220.9077
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 : 0.17%
  • 6 Months : 1.21%
  • 1 Year : 3.78%
  • 3 Years : 6.53%
Returns of HSBC Short Duration Fund - Growth are updated daily based on NAV of ₹ 27.5342 as on Jun 03,2026. Since inception, the return has been 20.91%.

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 ₹3,885 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.