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HSBC Low Duration Fund Growth

Debt
Low Duration
Low to Moderate Risk
3.82%
1Y return
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹16.41
Min. SIP Amount₹500
Rating2star
Fund Size₹215.88 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.8%1.8%3.6%5.8%
Category average5.6%4.8%5.7%NA
Rank with in category182120NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
GOI
SovereignCGL28.8%
Export-Import Bank Of India
FinancialBonds7.3%
Housing Development Finance Corpn. Ltd.FinancialNCD7.2%
Reliance Industries Ltd.EnergyDebenture7.1%
National Bank For Agriculture & Rural Development
FinancialDebenture7.1%
L&T Infrastructure Finance Co. Ltd.
FinancialNCD7.1%
REC Ltd.FinancialBonds7.0%
LIC Housing Finance Ltd.FinancialDebenture4.8%
Larsen & Toubro Ltd.ConstructionNCD4.8%
Bajaj Finance Ltd.FinancialDebenture4.6%
See All

Pros and cons

Category: Debt Low Duration

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.02%

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

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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