Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

HSBC Short Duration Fund

HS

HSBC Short Duration Fund

Short DurationRank #9
4/5

NAV (2026-07-14)

27.98

AUM

₹4,210.35 Cr

Exp. Ratio: 0.7%

RISK LEVEL

Moderate

Returns & Performance

1 Year4.99%0.21% vs cat avgRank #8
3 Year6.94%0.16% vs cat avgRank #10
5 Year5.77%0.32% vs cat avgRank #13
Since Launch6.89%--

Fund vs Category Average

1Y
4.99%+0.21%
3Y
6.94%+0.16%
5Y
5.77%-0.32%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#8)
Overall top-10 rank in category (#9)

Cons

5Y returns below category average
ISININF917K01CL8
NAV₹27.98
NAV Date2026-07-14
AUM₹4,210.35 Cr
Expense Ratio0.7%
RiskModerate
Rating4 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2002-05-27

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Shriram Ramanathan

Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.

Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.

Top Holdings

Holdings data not available for this scheme