Formerly HSBC Ultra ST Bond Bd Gr
₹ 16.1154
NAV (Mar 02)
Neutral
However, Scripbox does not recommend investing in low duration mutual funds.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
126 Cr. Small within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds
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Scheme Information
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
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.02 %
Expense Ratio
Oct 17, 2006
Launched (15y ago)
₹ 126
AUM in Crores
INF336L01AH1
ISIN
No Lock-in
Lock-in
Crisil Low Duration Debt Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 10,806 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.
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.5%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
N/A
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.5%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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HSBC Low Duration Fund (G) is a low duration debt fund and has delivered an annualised return of % 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.
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.
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 2021-03-02 is ₹ 16.1154. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 125.782. The category risk of the HSBC Low Duration Fund (G) fund is Low to Moderate Risk. The fund charges 1.02 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 73.6% in this asset class. The top three holdings of the fund are housing development finance corporation limited,reliance industries limited and national bank for agriculture and rural development
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.
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) 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 5 out of 5 as compared to other debt funds.