HSBC Short Duration Fund - OLD Growth Return

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

HSBC Short Duration Fund - OLD Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹155 Cr

Lock In Period

N/A

Expense Ratio

0.7

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

HSBC Short Duration Fund - OLD Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.680.80192.10
6M2.283.10192.10
1Y2.466.02192.10
3Y3.6416.06219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-11-15
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About Fund HSBC Short Duration Fund - OLD Growth

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 0.7. 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.

Fund Managers

Ritesh Jain

Since: Jun - 2008 Mr. Jain is a commerce graduate. Holds Diploma in Business Economics from Indore University and Capital Markets from I.C.F.A.I. <br> Has an experience of 5 years. Prior to joining Kotak AMC, had worked as foreign exchange officer at Corporation Bank, money market dealer in the treasury department of IDBI Bank and as foreign exchange treasury manager at Ranbaxy Laboratories Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
JM Short Term Fund Growth029 CR0.6
Edelweiss Short Term Fund Growth07 CR0.79
HSBC Short Duration Fund - OLD Growth0155 CR0.7
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth0899 CR0.46
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundJM Short Term Fund Growth4.178610.5752
This FundEdelweiss Short Term Fund Growth7.90910.9166
This FundHSBC Short Duration Fund - OLD Growth2.45911.367
This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth5.209124.2779
This FundFranklin India Short Term Income Plan Growth192.0971219.539

HSBC Short Duration Fund - OLD Growth 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 0.7. 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%
Returns of HSBC Short Duration Fund - OLD Growth are updated daily based on NAV of ₹ 32.6785 as on Nov 25,2022. Since inception, the return has been 11.31%.

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.