HSBC Low Duration Fund Growth+1.44%

2Groww
-3.49%
1 Year Return
Debt
Low Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Low Duration Fund Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio1.03%
NAV15.74 (27 Mar 2020)
Fund Started17 Oct 2006
Fund Size152 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Low Duration Fund Growth
-3.5%
3.1%
5.0%
6.2%
Category Average
2.0%
5.1%
6.3%
-
Rank within category
20
19
19
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -3.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    Cons
    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

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialDebenture10.1%
    Housing Development Finance Corpn. Ltd.FinancialNCD10.0%
    Bank Of BarodaFinancialCD9.7%
    National Bank For Agriculture & Rural DevelopmentFinancialCP9.6%
    Axis Bank Ltd.FinancialCD9.3%
    Indusind Bank Ltd.FinancialCD9.3%
    REC Ltd.FinancialBonds6.6%
    LIC Housing Finance Ltd.FinancialDebenture6.6%
    Orix Leasing & Financial Services India Ltd.FinancialNCD6.5%

    Fund Managers

    addKapil Punjabi
    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.
    Funds Managed

    Other Details

    HSBC Low Duration Fund Growth is a Debt Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 17 Oct 2006. Kapil Punjabi is the Current Fund Manager of HSBC Low Duration Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹152 Cr and the Latest NAV as of 27 Mar 2020 is ₹15.74.

    The HSBC Low Duration Fund Growth is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To provide liquidity and reasonable returns to the investor by investing primarily in a mix of short term debt and money market instruments.

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    27 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹5,000
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