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  • HSBC Short Duration Fund (Growth)

Formerly L&T Short Term Bond Gr

HSBC Mutual Funds

HSBC Short Duration Fund (Growth)

DebtShort Term

22.001

NAV (Dec 06)

5.1%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short 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.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by 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

Good

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

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

22.001

NAV (Dec 6)

Fund Returns

Last 1Y

2.5%

Last 3Y

5.1%

Last 5Y

6.1%

Last 10Y

7.2%

Since Inception

7.5%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

To generate regular returns and capital appreciation by investing in debt,government and money market securities.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

0.75

Launched (11y ago)

Dec 27, 2011

AUM in Crores

3438.464

ISIN

INF917K01CL8

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

10000

Standard Deviation (3yr)

1.7

Standard Deviation (5yr)

1.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.413

Sharpe Ratio (5yr)

0.596

YTM

7.42

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 2022-12-06

Top Debt Holdings

05.27 gj sdl 2024

11.6%
11.6%

7.35% govt stock 2024

7.7%
7.7%

07.89 gj sdl 2025

5.8%
5.8%

indian railway finance corporation limited

5.1%
5.1%

national bank for agriculture and rural development

5%
5%
See all holdings

Compare HSBC Short Duration 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 68,639 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

    6.3%

    7.3%

    3.9%

    5.6%

    7%

    8.5%

    6.4%

    7.4%

    5.5%

    6.2%

    HSBC Short Duration Fund (G) Review

    HSBC Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.5% over a period of 10 years. The fund was previously known as L&T Short Term Bond Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Jalpan Shah, Shriram Ramanathan.

    Nav of HSBC Short Duration Fund (G) as of 12/6/2022 is ₹22.00 with the total AUM as of 12/7/2022 is ₹3438.464. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Short Duration Fund (G) was launched on Dec 27, 2011. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for HSBC Short Duration Fund (G) is ₹0 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 ₹10000. Check your estimated returns on mutual funds by using sip calculator.

    HSBC Short 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 Short Duration Debt TR INR.

    HSBC Short Duration Fund (G) is rated as a 3 fund in Debt and delivered 2.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Short Duration Fund (G).

    Frequently Asked Questions

    What is HSBC Short Duration Fund (G)?

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

    How to invest in HSBC Short Duration Fund (G)?

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

    The minimum sip amount for HSBC Short Duration Fund (G) is ₹0. You can invest in multiples of ₹10000.

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

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

    The expense ratio of the HSBC Short Duration Fund (G) is 0.75% for regular plan.