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- HSBC Mutual Funds
- HSBC Low Duration Fund (Growth)
Formerly HSBC Ultra ST Bond Bd Gr
HSBC Low Duration Fund (Growth)
₹ 17.1429
NAV (Nov 25)
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.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
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.
Asset allocation and Holdings
Top Debt Holdings
Compare HSBC Low Duration Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.