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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
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.
HSBC Asset Management(India)Private Ltd manages assets worth 11,404 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HSBC Low Duration Fund (G)
About HSBC Low Duration Fund (G)
HSBC Low Duration Fund (G) is a low duration debt fund and has delivered an annualised return of 3.4% over a period of 15 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.
HSBC Low Duration Fund (G) 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 However, there is no assurance that the objective of the scheme will be realized.
HSBC Low Duration Fund (G) NAV,AUM,Risk
The HSBC Low Duration Fund (G) fund was launched on Oct 17, 2006. The NAV (Net Asset Value) of this low duration debt as of 2021-07-29 is ₹ 16.4013. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 213.875. The category risk of the HSBC Low Duration Fund (G) fund is Low to Moderate Risk.
The fund charges 1.02 % as expense ratio.
HSBC Low Duration Fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 72.3% in this asset class. The top three holdings of the fund are 8.15% govt stock 2022,housing development finance corporation limited and reliance industries limited
HSBC Low Duration Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
HSBC Low Duration Fund (G) Investment volatility and Horizon
This fund 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 Debt Index TR INR.
HSBC Low Duration Fund (G) Review
HSBC Low Duration Fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Low Duration Fund (G) has a score of 2 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
