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  • HSBC Low Duration Fund IDCW (RIDCW-Q)

Formerly HSBC Low Duration Dl DR

HSBC Mutual Funds

HSBC Low Duration Fund IDCW (RIDCW-Q)

DebtLow Duration

10.0519

NAV (Nov 25)

2.6%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

To seek to provide liquidity and reasonable returns by investing primarily in a mix of debt and money market instruments such that theMacaulay duration of the portfolio is between 6 months to 12 months. However there can be no assurance or guarantee that the investment objective of thescheme would be achieved

Expense Ratio
0.62
Launched (18y ago)
Oct 17, 2006
AUM in Crores
192.947
ISIN
INF336L01AG3
Lock-in
No Lock-in
Benchmark
CRISIL Low Duration Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.1
Standard Deviation (5yr)
6.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.174
Sharpe Ratio (5yr)
-0.433
YTM
7.07
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Low Duration Fund IDCW (RIDCW-Q)70%7,62,701 30,0891.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,612 cr

₹ 5,017 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,132 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.2%

23.4%

5.5%

5.9%

28.4%

17.8%

22%

16.4%

4.9%

5.2%

HSBC Low Duration Fund IDCW (RIDCW-Q) Review

HSBC Low Duration Fund IDCW (RIDCW-Q) is a Low Duration Debt fund and has delivered an annualised return of 4.3% over a period of 17 years. The fund was previously known as HSBC Low Duration Dl DR. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.

Nav of HSBC Low Duration Fund IDCW (RIDCW-Q) as of 11/25/2022 is ₹10.05 with the total AUM as of 6/24/2024 is ₹192.947. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Low Duration Fund IDCW (RIDCW-Q) was launched on Oct 17, 2006. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for HSBC Low Duration Fund IDCW (RIDCW-Q) 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 Low Duration Fund IDCW (RIDCW-Q) 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 CRISIL Low Duration Fund TR INR.

HSBC Low Duration Fund IDCW (RIDCW-Q) is rated as a 0 fund in Debt and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Low Duration Fund IDCW (RIDCW-Q).

Frequently Asked Questions

What is HSBC Low Duration Fund IDCW (RIDCW-Q)?

HSBC Low Duration Fund IDCW (RIDCW-Q) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Low Duration Fund IDCW (RIDCW-Q)?

You can invest in HSBC Low Duration Fund IDCW (RIDCW-Q) 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 Low Duration Fund IDCW (RIDCW-Q)?

The minimum sip amount for HSBC Low Duration Fund IDCW (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Low Duration Fund IDCW (RIDCW-Q) good to invest in?

As per Scripbox experts, HSBC Low Duration Fund IDCW (RIDCW-Q) is a Not Reviewed Yet fund. You can investHSBC Low Duration Fund IDCW (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Low Duration Fund IDCW (RIDCW-Q)?

The expense ratio of the HSBC Low Duration Fund IDCW (RIDCW-Q) is 0.62% for regular plan.