HSBC Short Term Fund - Growth Return

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

Showing Funds Performance since Sep 07, 2020

HSBC Short Term Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹3,845 Cr

Lock In Period

N/A

Expense Ratio

0.7

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

HSBC Short Term Fund - Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.07-1.35192.10
6M2.903.79192.10
1Y4.704.30192.10
3Y6.7613.74219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-08-31
View allocation % by

1. SIDBI5.69%
2. Bharti Telecom Limited4.12%
3. Bajaj Housing Finance Ltd3.94%
4. REC Limited3.49%
5. 6.94% GOI 11-May-20363.30%
6. Shivshakti Securitisation Trust2.67%
7. Indian Railway Finance Corporation Ltd2.34%
8. 6.68% GOI 27-Jan-20332.20%
9. Treps2.14%
10. Net Current Assets1.61%
11. 6.54% Tamil Nadu SDL - 25-Feb-20291.28%
12. Radhakrishna Securitisation Trust1.14%
13. 6.36% GOI 16-Feb-20311.03%
14. 7.63% Maharashtra SDL - 27-Aug-20390.78%
15. India Universal Trust AL20.71%
16. Jio Credit Limited0.66%
17. Mahindra & Mahindra Financial Serv Ltd.0.66%
18. Siddhivinayak Securitisation Trust0.64%
19. 7.06% GOI 27-Jul-20410.52%
20. India Universal Trust AL10.37%
21. PAY_OIS% &REC_6.64%_15/05/290.01%
22. PAY_6.4475% &REC_OIS_25/08/310.01%
23. PAY_6.4325% &REC_OIS_31/08/310.00%
24. PAY_6.3450% &REC_OIS_02/06/28-0.01%
25. PAY_6.5225% &REC_OIS_22/05/28-0.02%

1. NABARD7.48%
2. Punjab National Bank3.76%
3. Bank of Baroda2.51%
4. Indian Bank2.38%
5. EXIM Bank1.25%
6. Canara Bank1.24%
7. Union Bank of India0.62%

1. Kotak Mahindra Prime Limited2.59%
2. 6.8% Tamil Nadu SDL - 02-Jul-20351.49%
3. 7.72% Maharashtra SDL - 23-Mar-20321.36%
4. 7.16% Karnataka SDL - 08-Jan-20301.31%
5. Tata Capital Ltd1.31%
6. 7.02% Gujarat SDL - 11-Feb-20311.29%
7. 7.49% Maharashtra SDL - 12-Apr-20301.08%

1. Embassy Office Parks REIT4.02%
2. Mindspace Business Parks REIT2.85%

1. Bajaj Finance Limited4.15%
2. Sundaram Finance Limited1.95%

1. National Housing Bank1.82%
2. Kotak Mahindra Bank Limited1.26%

1. NTPC Limited2.73%

1. Power Finance Corporation Limited2.52%

1. Reliance Industries Limited2.41%

1. Hindustan Zinc Limited2.00%

1. Larsen & Toubro Limited1.46%

1. National Highways Authority of India1.30%

1. UltraTech Cement Limited1.29%

1. LIC Housing Finance Limited0.95%
No Data Found
No Data Found

About Fund HSBC Short Term Fund - Growth

HSBC Short Term Fund - Growth managed by HSBC Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹3,845 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index while maintaining an expense ratio of 0.7. 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
SBI Short Term Fund - Retail Plan Growth013,434 CR0.87
UTI Short Term Fund Growth31,798 CR0.84
HSBC Short Term Fund - Growth43,844 CR0.7
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundSBI Short Term Fund - Retail Plan Growth4.478321.52
This FundUTI Short Term Fund Growth4.633221.6227
This FundHSBC Short Term Fund - Growth4.69621.6696
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

HSBC Short Term Fund - Growth FAQs

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

HSBC Short Term Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.07%
  • 6 Months : 2.90%
  • 1 Year : 4.70%
  • 3 Years : 6.76%
Returns of HSBC Short Term Fund - Growth are updated daily based on NAV of ₹ 28.1271 as on Sep 28,2026. Since inception, the return has been 21.67%.

You can invest in HSBC Short Term 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 Term Fund - Growth is ₹3,845 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Short Term Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC