- Mutual Funds
- HSBC Mutual Funds
- HSBC Short Duration Fund (Growth)
Formerly L&T Short Term Bond Gr
HSBC Short Duration Fund (Growth)
₹ 22.388
NAV (Mar 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.388
NAV (Mar 29)
Fund Returns
Last 1Y | 3.4% |
Last 3Y | 4.8% |
Last 5Y | 6.2% |
Last 10Y | 7.1% |
Since Inception | 7.4% |
6 Month CAGR | 3.1% |
Scheme Information
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 (12y ago) | Dec 27, 2011 |
AUM in Crores | 3608.311 |
ISIN | INF917K01CL8 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.7 |
Standard Deviation (5yr) | 1.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.227 |
Sharpe Ratio (5yr) | 0.643 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Short Duration Fund (Growth) | 850,655 | 118,043 | 6.2% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.38% govt stock 2027
15.5%05.27 gj sdl 2024
10.9%7.35% govt stock 2024
7.2%treps
6%07.89 gj sdl 2025
5.6%Compare HSBC Short Duration Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,144 cr | ||
₹ 13,831 cr | ||
₹ 18,485 cr | ||
₹ 12,884 cr | ||
₹ 49,144 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 87,382 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.3% | 7.3% | ||
8.5% | 8.4% | ||
6.6% | 7.1% | ||
3.5% | 5.5% | ||
5.3% | % |
HSBC Short Duration Fund (G) Review
HSBC Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.4% over a period of 11 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 manager’s name is null.
Nav of HSBC Short Duration Fund (G) as of 3/29/2023 is ₹22.39 with the total AUM as of 3/30/2023 is ₹3608.311. 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 ₹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 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 3.4% 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)?
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 ₹1000. You can invest in multiples of ₹5000.
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.