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HSBC Ultra Short Duration Fund (Growth)

Debt

Ultra Short

₹ 1043.17

NAV (OCT 29)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in ultra short.

Click here to see our recommendations.

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.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

0 Years

The fund has insufficient history for analysis. We recommend funds with longer history.

Relative Size

639 Cr

Medium 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

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

Learn why choose a plan over a fund ->
  • Historical growth rate of 6.50% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
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Historical NAV

1043.17

NAV (OCT 29)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 6.25%
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Scheme Information

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.

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

No 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 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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

Last updated on 30th October 2020

Top Stock Holdings

Cash

13%

182 Dtb 19112020

9%

364 Dtb 04022021

8%

National Bank For Agriculture And Rural Development

8%

Tata Capital Housing Finance Limited

8%
See all holdings
allocation by market cap

Comparison with Debt Funds

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Indicative returns of 6.50% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 6.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

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.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

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Category View

We check if the sub-category of the fund is recommended by us

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Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

Debt Funds

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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.