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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.
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.
HSBC Asset Management(India)Private Ltd manages assets worth 11,686 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.
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?
Recommended
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HSBC Ultra Short Duration Fund (G)
About HSBC Ultra Short Duration Fund (G)
HSBC Ultra Short Duration Fund (G) is a ultra short debt fund and has delivered an annualised return of 4.6% over a period of 1 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 (G) 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 (G) NAV,AUM,Risk
The HSBC Ultra Short Duration Fund (G) fund was launched on Jan 30, 2020. The NAV (Net Asset Value) of this ultra short debt as of 2021-08-03 is ₹ 1070.6991. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 1482.671. The category risk of the HSBC Ultra Short Duration Fund (G) fund is Low to Moderate Risk.
The fund charges 0.48 % as expense ratio.
HSBC Ultra Short Duration Fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 56.2% in this asset class. The top three holdings of the fund are reliance industries limited,182 dtb 25112021 and 182 dtb 02122021
HSBC Ultra Short Duration Fund (G) 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 (G) 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.
HSBC Ultra Short Duration Fund (G) Review
HSBC Ultra Short Duration Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Ultra Short Duration Fund (G) has a score of 3 out of 5.
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
