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  • HSBC Low Duration Fund (PIDCW-M)

Formerly L&T Low Duration IDCW-P

HSBC Mutual Funds

HSBC Low Duration Fund (PIDCW-M)

DebtLow Duration

10.372

NAV (Jun 13)

3.3%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in low duration mutual funds.

Low duration 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Invest in this fund
Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.372

NAV (Jun 13)

Fund Returns

Last 1Y
7.3%
Last 3Y
5.4%
Last 5Y
5.7%
Last 10Y
6.6%
Since Inception
7.2%
6 Month CAGR
3.8%

Scheme Information

Investment Objective

To provide liquidity and reasonable returns by investing primarily in a mix of short term debt and money market instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
0.64
Launched (14y ago)
Dec 04, 2010
AUM in Crores
421.900
ISIN
INF677K01460
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.8
Standard Deviation (5yr)
2.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-2.304
Sharpe Ratio (5yr)
-0.64
YTM
7.84
Fund Managers

Shriram Ramanathan

Fund Manager

Mahesh Chhabria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Low Duration Fund (PIDCW-M)70%8,10,001 77,3894.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-13

Top Debt Holdings

power grid corporation of india limited

6.4%
6.4%

small industries development bank of india

6.3%
6.3%

power finance corporation ltd.

6.2%
6.2%

bharti telecom limited

6.2%
6.2%

8.34% govt stock 2033

6.1%
6.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 4,554 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,186 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

30.6%

23.1%

5.5%

5.9%

27.5%

17.7%

21.1%

16.3%

4.9%

5.2%

HSBC Low Duration Fund (PIDCW-M) Review

HSBC Low Duration Fund (PIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5.2% over a period of 13 years. The fund was previously known as L&T Low Duration IDCW-P. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Mahesh Chhabria, Shriram Ramanathan.

Nav of HSBC Low Duration Fund (PIDCW-M) as of 6/13/2024 is ₹10.37 with the total AUM as of 6/14/2024 is ₹421.9. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Low Duration Fund (PIDCW-M) was launched on Dec 04, 2010. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for HSBC Low Duration Fund (PIDCW-M) 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 Low Duration Fund (PIDCW-M) 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 NIFTY Low Duration Debt Index TR INR.

HSBC Low Duration Fund (PIDCW-M) is rated as a 1 fund in Debt and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Low Duration Fund (PIDCW-M).

Frequently Asked Questions

What is HSBC Low Duration Fund (PIDCW-M)?

HSBC Low Duration Fund (PIDCW-M) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Low Duration Fund (PIDCW-M)?

You can invest in HSBC Low Duration Fund (PIDCW-M) 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 Low Duration Fund (PIDCW-M)?

The minimum sip amount for HSBC Low Duration Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Low Duration Fund (PIDCW-M) good to invest in?

As per Scripbox experts, HSBC Low Duration Fund (PIDCW-M) is a Not Recommended fund. You can investHSBC Low Duration Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Low Duration Fund (PIDCW-M)?

The expense ratio of the HSBC Low Duration Fund (PIDCW-M) is 0.64% for regular plan.