Home>Mutual Funds>HSBC Mutual Fund>HSBC Low Duration Fund Direct Growth

HSBC Low Duration Fund Direct Growth

Debt
Low Duration
Low to Moderate Risk
2.43%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹17.63
Min. SIP amount₹500
Rating2star
Fund size₹250.17 Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.1%2.4%4.3%6.4%
Category average5.6%4.8%5.7%NA
Rank with in category152120NA
Understand termsinfo

Holdings (17)

NameSectorInstrumentAssets
GOI
SovereignCGL10.2%
FinancialCD9.8%
Export-Import Bank Of India
FinancialBonds8.4%
GOI
SovereignGOI Sec8.2%
FMCGBonds8.2%
FinancialNCD6.2%
FinancialNCD6.2%
EnergyDebenture6.1%
L&T Infrastructure Finance Co. Ltd.
FinancialNCD6.1%
FinancialDebenture4.2%
See All

Pros and cons

info
Category: Debt Low Duration
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Pros

Exit load is zero
Lower expense ratio: 0.21%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 250Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.21%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Kapil Punjabi
Oct 2014 - Present
View details
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Fund house & investment objective

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Fund house contact details

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