HSBC Low Duration Fund Direct Growth

Debt
Low Duration
Low to Moderate Risk
6.49%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Nov 2024₹28.36
Min. SIP amount₹1,000
Rating4
Fund size₹437.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%6.5%6.6%7.4%
Category average7.4%5.9%6.0%NA
Rank with in category1097NA
Understand terms

Peer Comparison

Holdings (21)

NameSectorInstrumentAssets
EnergyBonds6.36%
FinancialNCD6.13%
REC Ltd.
FinancialDebenture6.08%
EnergyNCD6.00%
National Bank For Agriculture & Rural Development
FinancialDebenture5.99%
National Housing Bank
FinancialDebenture5.97%
FinancialNCD5.96%
FinancialDebenture5.75%
Canara Bank
FinancialCD5.60%
Axis Bank Ltd.
FinancialCD5.58%
Punjab National Bank
FinancialCD5.57%
Bank Of Baroda
FinancialCD5.56%
ICICI Bank Ltd.
FinancialCD5.39%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture4.26%
Shriram Finance Ltd
FinancialDebenture3.69%
GOI
SovereignGOI FRB3.53%
Phoenix ARC Pvt Ltd.
DiversifiedFixed Deposits2.77%
Bank Of Baroda
FinancialCD2.45%
SovereignGOI Sec2.39%
GOI
SovereignGOI Sec2.38%
SovereignGOI Sec1.19%
See All

Expense ratio, exit load and tax

Expense ratio: 0.24%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Shriram Ramanathan
Jan 2013 - Present
View details

Education
Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
Also manages these schemes

Asif Rizwi
Jan 2024 - Present
View details

Education
Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience
Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

HSBC Low Duration Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ