Ultra Short 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.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
0.48%
Expense Ratio
30th Jan, 2020
Launched (0y ago)
₹
639
AUM in Crores
INF336L01OW1
ISIN
No Lock-in
Lock-in
CRISIL Ultra Short Term Debt TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Kapil Punjabi
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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We look at consistent and long historical performance for our analysis
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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
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
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About HSBC Ultra Short Duration Fund (Growth)
About HSBC Ultra Short Duration Fund (Growth)
HSBC Ultra Short Duration Fund (Growth) is a Ultra Short Debt fund and has delivered an annualised return of 4.28% over a period of 0 years.
The fund is managed by HSBC Asset Management(India)Private Ltd.
The fund manager’s name is Kapil Punjabi.
HSBC Ultra Short Duration Fund (Growth) Investment Objective
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.
However, there is no assurance that the objective of the scheme will be realized.
HSBC Ultra Short Duration Fund (Growth) NAV, AUM and Risk
The fund was launched on 2020-01-30. The NAV of the fund as of 2020-10-29 is ₹ 1043.17. The total AUM of the fund as of 2020-10-29 is ₹ 639 Cr. The category risk of the fund is Moderately Low risk
The fund charges 0.48 % as expense ratio.
HSBC Ultra Short Duration Fund (Growth) Holdings
The fund’s highest allocation is towards others and has invested 74.93% in this asset class.
The top three holdings of the fund are cash, 182 dtb 19112020 and 364 dtb 04022021.
HSBC Ultra Short Duration Fund (Growth) 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 Ultra Short Duration Fund (Growth) 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 Ultra Short Term Debt TR INR.
