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  • HSBC Low Duration Fund (Growth)

Formerly HSBC Ultra ST Bond Bd Gr

HSBC Mutual Funds

HSBC Low Duration Fund (Growth)

DebtLow Duration

17.1429

NAV (Nov 25)

3.4%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in low duration mutual funds.

Low 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.1429

NAV (Nov 25)

Fund Returns

Last 1Y

3.6%

Last 3Y

3.4%

Last 5Y

2.8%

Last 10Y

5.4%

Since Inception

3.4%

6 Month CAGR

2.5%

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 (16y ago)

Oct 17, 2006

AUM in Crores

192.947

ISIN

INF336L01AH1

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

7

Standard Deviation (5yr)

6.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-0.088

Sharpe Ratio (5yr)

-0.296

YTM

7.07

Fund Managers

Kapil Punjabi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Compare HSBC Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    5.3%

    6.2%

    3.8%

    5%

    HSBC Low Duration Fund (G) Review

    HSBC Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 3.4% over a period of 16 years. The fund was previously known as HSBC Ultra ST Bond Bd Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Kapil Punjabi.

    Nav of HSBC Low Duration Fund (G) as of 11/25/2022 is ₹17.14 with the total AUM as of 12/5/2022 is ₹192.947. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Low Duration Fund (G) 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 (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 Low 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 CRISIL Low Duration Fund TR INR.

    HSBC Low Duration Fund (G) is rated as a 1 fund in Debt and delivered 3.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Low Duration Fund (G).

    Frequently Asked Questions

    What is HSBC Low Duration Fund (G)?

    HSBC Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Low Duration Fund (G)?

    You can invest in HSBC Low 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 Low Duration Fund (G)?

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

    Is HSBC Low Duration Fund (G) good to invest in?

    As per Scripbox experts, HSBC Low Duration Fund (G) is a Not Recommended fund. You can investHSBC Low 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 Low Duration Fund (G)?

    The expense ratio of the HSBC Low Duration Fund (G) is 0.62% for regular plan.