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)

₹4,197 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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.160.28192.10
6M2.483.02192.10
1Y5.285.53192.10
3Y6.8915.22219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.68%
  • Others
As on: 2026-08-15
View allocation % by

1. SIDBI5.88%
2. 6.94% GOI 11-May-20364.18%
3. REC Limited3.89%
4. Bharti Telecom Limited3.80%
5. Bajaj Housing Finance Ltd3.65%
6. Shivshakti Securitisation Trust2.48%
7. 6.68% GOI 27-Jan-20332.41%
8. 6.36% GOI 16-Feb-20312.21%
9. Indian Railway Finance Corporation Ltd2.17%
10. 6.68% GOI 07Jul20401.52%
11. 6.54% Tamil Nadu SDL - 25-Feb-20291.22%
12. Radhakrishna Securitisation Trust1.06%
13. Treps0.97%
14. India Universal Trust AL20.70%
15. 7.26% GOI MAT 22-Aug-20320.64%
16. Jio Credit Limited0.61%
17. Mahindra & Mahindra Financial Serv Ltd.0.61%
18. Siddhivinayak Securitisation Trust0.59%
19. India Universal Trust AL10.41%
20. Net Current Assets0.41%
21. 7.06% GOI 27-Jul-20410.39%
22. PAY_OIS% &REC_6.64%_15/05/290.01%
23. PAY_6.28% &REC_OIS_06/08/310.00%
24. PAY_6.3450% &REC_OIS_02/06/28-0.01%
25. PAY_6.5225% &REC_OIS_22/05/28-0.03%

1. NABARD8.96%
2. Bank of Baroda2.30%
3. Punjab National Bank1.15%
4. EXIM Bank1.15%
5. Canara Bank1.14%
6. Indian Bank1.12%

1. Kotak Mahindra Prime Limited4.28%
2. 6.8% Tamil Nadu SDL - 02-Jul-20351.39%
3. 7.72% Maharashtra SDL - 23-Mar-20321.26%
4. 7.16% Karnataka SDL - 08-Jan-20301.21%
5. Tata Capital Ltd1.21%
6. 6.80% Maharashtra SGS - 16-Jun-20311.20%
7. 7.02% Gujarat SDL - 11-Feb-20311.19%
8. 7.49% Maharashtra SDL - 12-Apr-20301.00%

1. Bajaj Finance Limited4.44%
2. Sundaram Finance Limited1.81%

1. Embassy Office Parks REIT3.71%
2. Mindspace Business Parks REIT1.44%

1. ICICI Bank Limited1.73%
2. National Housing Bank1.69%
3. Kotak Mahindra Bank Limited1.16%

1. Reliance Industries Limited2.22%
2. Indian Oil Corporation Limited1.21%

1. NTPC Limited2.52%

1. Power Finance Corporation Limited2.34%

1. Hindustan Zinc Limited1.85%

1. UltraTech Cement Limited1.80%

1. Larsen & Toubro Limited1.35%

1. National Highways Authority of India1.21%

1. LIC Housing Finance Limited0.87%
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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 ₹4,197 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
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth0903 CR0.46
Sundaram Short Term Fund Growth0181 CR0.8
HSBC Short Term Fund - Growth44,197 CR0.7
Bandhan Short Term Fund Growth59,431 CR0.84
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth4.98322.0886
This FundSundaram Short Term Fund Growth5.433922.1193
This FundHSBC Short Term Fund - Growth5.283622.1347
This FundBandhan Short Term Fund Growth6.13423.3551
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 : 0.16%
  • 6 Months : 2.48%
  • 1 Year : 5.28%
  • 3 Years : 6.89%
Returns of HSBC Short Term Fund - Growth are updated daily based on NAV of ₹ 28.168 as on Sep 03,2026. Since inception, the return has been 22.13%.

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 ₹4,197 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.