- Mutual Funds
- HSBC Mutual Funds
- HSBC Short Duration fund (Growth)
Formerly HSBC Income S/T Plan Growth
HSBC Short Duration fund (Growth)
₹ 32.6785
NAV (Nov 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.6785
NAV (Nov 25)
Fund Returns
Last 1Y | 2.5% |
Last 3Y | 3.6% |
Last 5Y | 3.1% |
Last 10Y | 5.5% |
Since Inception | 6.1% |
6 Month CAGR | 2.3% |
Scheme Information
To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 0.79 |
Launched (21y ago) | Dec 10, 2002 |
AUM in Crores | 159.894 |
ISIN | INF336L01917 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Fund TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.2 |
Standard Deviation (5yr) | 6.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.046 |
Sharpe Ratio (5yr) | -0.255 |
YTM | 7.36 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Short Duration fund (Growth) | 7,88,725 | 56,113 | 3.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 51,579 cr | ||
₹ 14,509 cr | ||
₹ 8,475 cr | ||
₹ 14,524 cr | ||
₹ 17,853 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.3% | ||
32.7% | 14.8% | ||
3.1% | 5.7% | ||
26.3% | 13.4% | ||
4.9% | % |
HSBC Short Duration fund (G) Review
HSBC Short Duration fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.1% over a period of 20 years. The fund was previously known as HSBC Income S/T Plan Growth. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Short Duration fund (G) as of 11/25/2022 is ₹32.68 with the total AUM as of 5/27/2023 is ₹159.894. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Short Duration fund (G) was launched on Dec 10, 2002. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for HSBC Short 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 Short 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 Short Duration Fund TR INR.
HSBC Short Duration fund (G) is rated as a 0 fund in Debt and delivered 2.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Short Duration fund (G).
Frequently Asked Questions
What is HSBC Short Duration fund (G)?
How to invest in HSBC Short Duration fund (G)?
You can invest in HSBC Short 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 Short Duration fund (G)?
The minimum sip amount for HSBC Short Duration fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Short Duration fund (G) good to invest in?
As per Scripbox experts, HSBC Short Duration fund (G) is a Not Reviewed Yet fund. You can investHSBC Short 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 Short Duration fund (G)?
The expense ratio of the HSBC Short Duration fund (G) is 0.79% for regular plan.