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  • HSBC Mutual Funds
  • HSBC Medium Duration Bond Fund (Growth)

Formerly L&T Resurgent India Bond Reg Gr

HSBC Mutual Funds

HSBC Medium Duration Bond Fund (Growth)

DebtMedium Term

16.7553

NAV (Nov 25)

5.6%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Rolling Returns

Satisfactory

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

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

16.7553

NAV (Nov 25)

Fund Returns

Last 1Y

2.3%

Last 3Y

5.6%

Last 5Y

5.6%

Last 10Y

NA

Since Inception

6.8%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

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.

Expense Ratio

1.45

Launched (7y ago)

Feb 02, 2015

AUM in Crores

674.478

ISIN

INF917K01TH0

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

2.9

Standard Deviation (5yr)

2.8

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.444

Sharpe Ratio (5yr)

0.105

YTM

8.06

Fund Managers

Shriram Ramanathan

Fund Manager

Jalpan Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-11-25

Top Debt Holdings

7.38% govt stock 2027

20.8%
20.8%

(a) tri party repo dealing system (treps)/reverse repo

9%
9%

7.54% govt stock 2036

7.8%
7.8%

embassy office parks reit

7.4%
7.4%

the tata power company limited

4.6%
4.6%
See all holdings

Compare HSBC Medium Duration Bond Fund (Growth)

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

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,403 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

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

    6%

    7.3%

    4%

    5.6%

    6.7%

    8.5%

    5.3%

    6.2%

    3.8%

    5%

    HSBC Medium Duration Bond Fund (G) Review

    HSBC Medium Duration Bond Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 6.8% over a period of 7 years. The fund was previously known as L&T Resurgent India Bond Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Jalpan Shah, Shriram Ramanathan.

    Nav of HSBC Medium Duration Bond Fund (G) as of 11/25/2022 is ₹16.76 with the total AUM as of 11/28/2022 is ₹674.478. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Medium Duration Bond Fund (G) was launched on Feb 02, 2015. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for HSBC Medium Duration Bond 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 Medium Duration Bond 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 Medium Duration Debt TR INR.

    HSBC Medium Duration Bond Fund (G) is rated as a 3 fund in Debt and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Medium Duration Bond Fund (G).

    Frequently Asked Questions

    What is HSBC Medium Duration Bond Fund (G)?

    HSBC Medium Duration Bond Fund (G) is a Medium Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Medium Duration Bond Fund (G)?

    You can invest in HSBC Medium Duration Bond 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 Medium Duration Bond Fund (G)?

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

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

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

    The expense ratio of the HSBC Medium Duration Bond Fund (G) is 1.45% for regular plan.