- Mutual Funds
- HSBC Mutual Funds
- HSBC Ultra Short Duration Fund (Growth)
HSBC Ultra Short Duration Fund (Growth)
₹ 1102.4429
NAV (Jun 24)
However, Scripbox does not recommend investing in ultra short mutual funds.
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
1,728 Cr. Medium within the category
Impact of Interest Rate Changes
Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
Scripbox Recommended Ultra Short Funds
Want the ultra short term debt funds that are right for your short term investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1102.4429
NAV (Jun 24)
Fund Returns
Last 1Y | 3.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4.1% |
6 Month CAGR | 1.6% |
Scheme Information
To provide liquidity and generate reasonable returns with low volatility through investment in a portfolio comprising of debt & money market instruments. However,there is no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.48 |
Launched (2y ago) | Jan 30, 2020 |
AUM in Crores | 1727.480 |
ISIN | INF336L01OW1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Ultra Short Duration Fund TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
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
icici securities limited
8.6%canara bank
8.6%bank of baroda
8.3%treps
7.8%kotak securities limited
5.8%Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 44,308 cr | |||
₹ 14,441 cr | |||
₹ 18,739 cr | |||
₹ 12,059 cr | |||
₹ 44,308 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 14,163 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.6% | 3.6% | ||
- | 2.8% | ||
12% | % | ||
- | 18.9% | ||
- | -16.1% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHSBC Ultra Short Duration Fund (G) Review
HSBC Ultra Short Duration Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 4.1% over a period of 2 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Kapil Punjabi.
Nav of HSBC Ultra Short Duration Fund (G) as of 6/24/2022 is ₹1102.44 with the total AUM as of 6/27/2022 is ₹1727.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Ultra Short Duration Fund (G) was launched on Jan 30, 2020. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for HSBC Ultra 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 Ultra 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 Ultra Short Duration Fund TR INR.
HSBC Ultra Short Duration Fund (G) is rated as a 2 fund in Debt and delivered 3.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Ultra Short Duration Fund (G).
Frequently Asked Questions
What is HSBC Ultra Short Duration Fund (G)?
How to invest in HSBC Ultra Short Duration Fund (G)?
You can invest in HSBC Ultra 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 Ultra Short Duration Fund (G)?
The minimum sip amount for HSBC Ultra Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Ultra Short Duration Fund (G) good to invest in?
As per Scripbox experts, HSBC Ultra Short Duration Fund (G) is a Neutral fund. You can investHSBC Ultra 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 Ultra Short Duration Fund (G)?
The expense ratio of the HSBC Ultra Short Duration Fund (G) is 0.48% for regular plan.