Fund Details
HSBC Short Duration Fund Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.29% |
| NAV | ₹30.92 (20 Jan 2021) |
|---|---|
| Fund Started | 10 Dec 2002 |
| Fund Size | ₹278 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 5.9% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 5.8% |
| HDB Financial Services Ltd. | Financial | Debenture | 5.8% |
| Larsen & Toubro Ltd. | Construction | NCD | 5.8% |
| GOI | Sovereign | GOI Sec | 5.8% |
| Grasim Industries Ltd. | Construction | Debenture | 5.7% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 5.7% |
| LIC Housing Finance Ltd. | Financial | Debenture | 5.6% |
| Indian Oil Corpn. Ltd. | Energy | NCD | 5.5% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 5.5% |
Fund Managers
HSBC Short Duration Fund Growth Details
HSBC Short Duration Fund Growth is a Debt Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 10 Dec 2002. Sanjay Shah, Kapil Punjabi is the Current Fund Manager of HSBC Short Duration Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹278 Cr and the Latest NAV as of 20 Jan 2021 is ₹30.92.
The HSBC Short Duration Fund Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
