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HSBC Short Duration Fund - Regular Growth

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Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 0.75% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,927.84 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

26.4903

-0.02 (-0.083%)

CAGR Since Inception

7.5%

NIFTY Short Duration Debt Index A-II 8.31%

PERFORMANCE of HSBC Short Duration Fund - Regular Growth

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Short Duration Fund - Regular Growth 9.17 7.32 5.73 6.91 7.5
Benchmark - - - - -
Debt: Short Duration 9.06 7.48 6.33 6.87 7.02

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 - Shriram Ramanathan, FM 2 - Mohd Asif Rizwi

Investment Objective

To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

RETURNS CALCULATOR for HSBC Short Duration Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC Short Duration Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Short Duration Fund - Regular Growth 1.18 -0.63 3.74 2.23 6.62 3.45
Debt: Short Duration - - - - - -

PEER COMPARISION of HSBC Short Duration Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Short Duration Fund - Regular Growth 01-01-2013 9.17 7.82 7.32 5.73 6.91
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.22 8.05 9.88 10.22 5.83
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.49 8.12 7.64 6.47 7.16
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.44 8.06 7.65 6.38 7.31
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.44 8.04 7.63 6.37 7.31
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.34 8.28 7.89 6.71 7.55
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.32 8.01 7.74 6.06 7.07
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.19 7.9 7.45 6.0 7.09
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.19 7.9 7.45 6.01 7.09
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 9.14 7.86 7.58 6.07 7.09

PORTFOLIO ANALYSIS of HSBC Short Duration Fund - Regular Growth

Asset Allocation (%)