The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Asif Rizwi
Mr. Rizwi has done B.Tech and PGDM from IIM-C
Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
Indian Railway Finance Corporation Ltd. 7.83 21/03/2027
Financial
₹4.31
8.96
Indian Railway Finance Corporation Ltd. 7.37 31/07/2029
Financial
₹4.24
8.86
Power Finance Corporation Ltd. 7.42 15/04/2028
Financial
₹4.03
8.28
REC Ltd. 7.55 11/05/2030
Financial
₹4.17
8.22
LIC Housing Finance Ltd. 7.74 22/10/2027
Financial
₹3.24
6.82
Bajaj Finance Ltd. 7.23 28/06/2027
Financial
₹3.18
6.66
Power Finance Corporation Ltd. 7.38 15/01/2032
Financial
₹3.15
6.55
Power Finance Corporation Ltd. 7.4 15/01/2035
Financial
₹3.08
6.34
REC Ltd. 7.44 29/02/2028
Financial
₹3.04
6.34
Indian Railway Finance Corporation Ltd. 6.92 31/08/2031
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of HSBC Medium to Long Term Fund is ₹43.73 as of 2026-08-25.
HSBC Medium to Long Term Fund is classified as a Medium to Long Duration fund.
The Assets Under Management (AUM) of HSBC Medium to Long Term Fund is ₹49.08 Cr.
The expense ratio of HSBC Medium to Long Term Fund is 1.31%.
HSBC Medium to Long Term Fund is managed by Asif Rizwi.
The minimum SIP investment for HSBC Medium to Long Term Fund is ₹1,000.
As per the SEBI Riskometer, HSBC Medium to Long Term Fund carries a Moderate risk level.
HSBC Medium to Long Term Fund has delivered 4.17% (1Y), 5.82% (3Y) and 4.52% (5Y) annualised returns as of 2026-08-25.
HSBC Medium to Long Term Fund was launched on 2002-05-27.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
