HSBC Short Duration Fund - Institutional Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HSBC Short Duration Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000000

AUM (Fund size)

₹1,655 Cr

Lock In Period

N/A

Expense Ratio

0.7

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

HSBC Short Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.08259.97
6M0.002.46281.41
1Y0.004.65309.46
3Y0.0012.39219.54

Portfolio Analysis

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About Fund HSBC Short Duration Fund - Institutional Plan Growth

HSBC Short Duration Fund - Institutional Plan Growth managed by HSBC Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹1,655 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.7. Under the expert guidance of Sanjay 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

Sanjay Shah

Mr. Sanjay is a Chartered Accountant and holds a PGDM. He has been associated with HSBC since December 2008, before which he worked with FIL Fund Management Pvt. Ltd. as Credit Analyst and Lehman Brothers Structured Financial Services Pvt. Ltd. as Vice President - Convertible Products, Rabo India Finance Private Limited as Senior Manager - Credit Risk, ICICI Bank Limited as Manager - Credit Risk, SBI Funds Management Private Limited as Chief Manager - Debt Funds.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Low Duration Fund Growth0508 CR0.96
Franklin India Short Term Income Plan - Segregated Portfolio 2 Growth00 CR0.04
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundEdelweiss Low Duration Fund Growth5.48840
This FundFranklin India Short Term Income Plan - Segregated Portfolio 2 Growth309.45680
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

HSBC Short Duration Fund - Institutional Plan Growth FAQs

HSBC Short Duration Fund - Institutional Plan 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 - Institutional Plan Growth is 0.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Short Duration Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of HSBC Short Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HSBC Short Duration Fund - Institutional Plan 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 - Institutional Plan Growth is ₹1,655 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Short Duration Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.