Formerly L&T Resurgent India Bond Ann IDCW-R
Medium term 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.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Rolling Returns metric has been Good
NAV (Oct 3)
6 Month CAGR
To seek to generate income by investing primarily in debt and money market securities.There is no assurance that the investment objective of the scheme will be realized.
Launched (8y ago)
Apr 28, 2015
AUM in Crores
Nifty Medium Duration Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Medium Duration Fund (RIDCW-A)||8,32,037||99,425||5.3%|
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.
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HSBC Asset Management(India)Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Medium Duration Fund (RIDCW-A) is a Medium Term Debt fund and has delivered an annualised return of 5.7% over a period of 8 years. The fund was previously known as L&T Resurgent India Bond Ann IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Kapil Punjabi, Shriram Ramanathan.
Nav of HSBC Medium Duration Fund (RIDCW-A) as of 10/3/2023 is ₹11.14 with the total AUM as of 10/4/2023 is ₹685.384. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Medium Duration Fund (RIDCW-A) was launched on Apr 28, 2015. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HSBC Medium Duration Fund (RIDCW-A) 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 Medium Duration Fund (RIDCW-A) 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 Medium Duration Debt TR INR.
HSBC Medium Duration Fund (RIDCW-A) is rated as a 3 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Medium Duration Fund (RIDCW-A).
What is HSBC Medium Duration Fund (RIDCW-A)?
How to invest in HSBC Medium Duration Fund (RIDCW-A)?
You can invest in HSBC Medium Duration Fund (RIDCW-A) 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 Medium Duration Fund (RIDCW-A)?
The minimum sip amount for HSBC Medium Duration Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Medium Duration Fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Medium Duration Fund (RIDCW-A) is a Neutral fund. You can investHSBC Medium Duration Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Medium Duration Fund (RIDCW-A)?
The expense ratio of the HSBC Medium Duration Fund (RIDCW-A) is 1.1% for regular plan.