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  • HSBC Low Duration Fund (Growth)

Formerly L&T Low Duration Gr

HSBC Mutual Funds

HSBC Low Duration Fund (Growth)

DebtLow Duration

23.7678

NAV (Jan 27)

4.7%
3 Year CAGR
Scripbox Opinion
Neutral
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.

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

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

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

23.7678

NAV (Jan 27)

Fund Returns

Last 1Y

4.1%

Last 3Y

4.7%

Last 5Y

5.2%

Last 10Y

7%

Since Inception

7.4%

6 Month CAGR

2.6%

Scheme Information

Investment Objective

To generate reasonable returns primarily through investments in fixed income securities and money market instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Expense Ratio

0.91

Launched (13y ago)

Dec 04, 2010

AUM in Crores

513.801

ISIN

INF677K01452

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

2.3

Standard Deviation (5yr)

2.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.203

Sharpe Ratio (5yr)

0.05

YTM

7.35

Fund Managers

Shriram Ramanathan

Fund Manager

Jalpan Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Low Duration Fund (Growth)70%830,002 97,3905.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Debt Holdings

rec limited

9.7%
9.7%

housing development finance corporation limited

5.5%
5.5%

muthoot finance limited

5.2%
5.2%

shriram finance limited

5.1%
5.1%

national bank for agriculture and rural development

5%
5%
See all holdings

Compare HSBC Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 88,124 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,130 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    6%

    8.4%

    4.8%

    7.2%

    5.2%

    6.2%

    6%

    %

    HSBC Low Duration Fund (G) Review

    HSBC Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.4% over a period of 12 years. The fund was previously known as L&T Low Duration Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Jalpan Shah, Shriram Ramanathan.

    Nav of HSBC Low Duration Fund (G) as of 1/27/2023 is ₹23.77 with the total AUM as of 1/28/2023 is ₹513.801. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Low Duration Fund (G) 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 (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 Low 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 NIFTY Low Duration Debt Index TR INR.

    HSBC Low Duration Fund (G) is rated as a 2 fund in Debt and delivered 4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Low Duration Fund (G).

    Frequently Asked Questions

    What is HSBC Low Duration Fund (G)?

    HSBC Low Duration Fund (G) 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 (G)?

    You can invest in HSBC Low 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 Low Duration Fund (G)?

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

    Is HSBC Low Duration Fund (G) good to invest in?

    As per Scripbox experts, HSBC Low Duration Fund (G) is a Neutral fund. You can investHSBC Low 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 Low Duration Fund (G)?

    The expense ratio of the HSBC Low Duration Fund (G) is 0.91% for regular plan.