Medium to long duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Neutral
NAV (Dec 5)
6 Month CAGR
To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years. However,there can be no guarantee that the investment objective of the scheme would be achieved.
Launched (21y ago)
Dec 10, 2002
AUM in Crores
NIFTY Med to Long Dur Debt A-III TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Medium to Long Duration Fund (Growth)||8,32,037||99,425||5.3%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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|Fund Name||Fund Size||Rolling Returns|
₹ 40,756 cr
₹ 16,858 cr
₹ 11,326 cr
₹ 13,754 cr
₹ 10,873 cr
HSBC Asset Management(India)Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Medium to Long Duration Fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 6.5% over a period of 20 years. The fund was previously known as HSBC Debt Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Jalpan Shah, Kapil Punjabi, Shriram Ramanathan.
Nav of HSBC Medium to Long Duration Fund (G) as of 12/5/2023 is ₹37.24 with the total AUM as of 12/6/2023 is ₹44.131. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Medium to Long Duration Fund (G) was launched on Dec 10, 2002. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HSBC Medium to Long Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Medium to Long Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Med to Long Dur Debt A-III TR INR.
HSBC Medium to Long Duration Fund (G) is rated as a 3 fund in Debt and delivered 4.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Medium to Long Duration Fund (G).
What is HSBC Medium to Long Duration Fund (G)?
How to invest in HSBC Medium to Long Duration Fund (G)?
You can invest in HSBC Medium to Long Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Medium to Long Duration Fund (G)?
The minimum sip amount for HSBC Medium to Long Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Medium to Long Duration Fund (G) good to invest in?
As per Scripbox experts, HSBC Medium to Long Duration Fund (G) is a Neutral fund. You can investHSBC Medium to Long Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Medium to Long Duration Fund (G)?
The expense ratio of the HSBC Medium to Long Duration Fund (G) is 1.91% for regular plan.