How to Invest in HSBC Medium Duration Fund Regular Growth?

You can easily invest in HSBC Medium Duration Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Medium Duration Fund Regular Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Medium Duration Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Medium Duration Fund Regular Growth provide?

The HSBC Medium Duration Fund Regular Growth has been there from 02 Feb 2015 and the average annual returns provided by this fund is 3.46% since its inception.

How much expense ratio is charged by HSBC Medium Duration Fund Regular Growth?

The term Expense Ratio used for HSBC Medium Duration Fund Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Medium Duration Fund Regular Growth is 1.10% as of 25 Mar 2023...

What is the AUM of HSBC Medium Duration Fund Regular Growth?

The AUM, short for Assets Under Management of HSBC Medium Duration Fund Regular Growth is ₹643.42Cr as of 25 Mar 2023.

How to Redeem HSBC Medium Duration Fund Regular Growth?

If you want to sell your HSBC Medium Duration Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Medium Duration Fund Regular Growth?

You can select either SIP or Lumpsum investment of HSBC Medium Duration Fund Regular Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Medium Duration Fund Regular Growth?

The NAV of HSBC Medium Duration Fund Regular Growth is ₹17.09 as of 24 Mar 2023.

What is the PE and PB ratio of HSBC Medium Duration Fund Regular Growth?

The PE ratio ratio of HSBC Medium Duration Fund Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Medium Duration Fund Regular Growth - NAV, Mutual Fund Performance & Portfolio

HSBC Medium Duration Fund Regular Growth
Debt
Medium Duration
Moderate Risk
6.23%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Mar 2023₹17.09
Min. SIP amountNot Supported
Rating3
Fund size₹643.42Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.5%6.2%5.8%6.8%
Category average4.4%6.6%5.7%NA
Rank with in category977NA
Understand terms
Holdings (33)NameSectorInstrumentAssets
GOISovereignGOI Sec18.1%
GOISovereignGOI Sec16.1%
Tata Power Company Ltd.
EnergyDebenture4.9%
Embassy Office Parks REITConstructionDebenture4.6%
ONGC Petro Additions Ltd.EnergyNCD4.3%
NIIF Infrastructure Finance Ltd.
FinancialDebenture4.2%
Bharti Telecom Ltd.
CommunicationDebenture4.0%
IIFL Home Finance Ltd.
FinancialDebenture3.3%
ONGC Petro Additions Ltd.EnergyNCD3.2%
GOISovereignGOI Sec3.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
28 Feb 2023 - Present
1.10%
31 Jan 2023 - 28 Feb 2023
1.10%
31 Dec 2022 - 31 Jan 2023
1.45%
31 Dec 2022 - 31 Dec 2022
1.45%
30 Nov 2022 - 31 Dec 2022
1.45%
30 Nov 2022 - 30 Nov 2022
1.45%
31 Oct 2022 - 30 Nov 2022
1.45%
Expense ratio, exit load and taxExpense ratio: 1.10%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementShriram Ramanathan
Jan 2015 - 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
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Kapil Punjabi
Nov 2022 - Present
View details
Education
Mr. Kapil Punjabi is MMS from Mumbai University.
Experience
Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
Also manages these schemes
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HSBC Medium Duration Fund Regular IDCW Yearly
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹13,220.91Cr
Date of Incorporation27 May 2002
 HSBC Medium Duration Fund Regular Growth is a Debt Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Jalpan Shah is the Current Fund Manager of HSBC Medium Duration Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,221 Cr and the Latest NAV as of 24 Mar 2023 is ₹17.09.
The HSBC Medium Duration Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is set to ₹1,000.
;
Investment ObjectiveThe scheme seek to generate income by investing primarily in debt and money market securities.
;
Fund benchmarkNIFTY Medium Duration Debt Index B-III
Scheme Information Document(SID)
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
E-mail
[email protected]
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Medium Duration Fund Regular Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	3.5%	6.2%	5.8%	6.8%
Category average	4.4%	6.6%	5.7%	NA
Rank with in category	9	7	7	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	18.1%
GOI	Sovereign	GOI Sec	16.1%
Tata Power Company Ltd.	Energy	Debenture	4.9%
Embassy Office Parks REIT	Construction	Debenture	4.6%
ONGC Petro Additions Ltd.	Energy	NCD	4.3%
NIIF Infrastructure Finance Ltd.	Financial	Debenture	4.2%
Bharti Telecom Ltd.	Communication	Debenture	4.0%
IIFL Home Finance Ltd.	Financial	Debenture	3.3%
ONGC Petro Additions Ltd.	Energy	NCD	3.2%
GOI	Sovereign	GOI Sec	3.2%

Rank (total assets)	#21 in India
Total AUM	₹13,220.91Cr

Date of Incorporation	27 May 2002

Fund benchmark	NIFTY Medium Duration Debt Index B-III

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹643.42Cr

HSBC Medium Duration Fund Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (33)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.10%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Shriram RamanathanJan 2015 - PresentView details

Kapil PunjabiNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Shriram Ramanathan
Jan 2015 - Present
View details

Kapil Punjabi
Nov 2022 - Present
View details