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HSBC Short Duration Fund - Regular Growth

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 ( 31-03-2025)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,683.03 Cr As on ( 31-03-2025)
Turn over:

NAV as on 02-05-2025

26.2279

0.01 ( 0.0362% )

CAGR Since Inception

7.49%

NIFTY Short Duration Debt Index A-II 8.31%

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PERFORMANCE of HSBC Short Duration Fund - Regular Growth

Scheme Performance (%) Data as on - 02-05-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Short Duration Fund - Regular Growth	9.22	6.66	5.95	6.89	7.49
Benchmark	-	-	-	-	-
Debt: Short Duration	9.14	6.93	6.57	6.83	7.0

Yearly Performance (%)

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Fund Managers

Shriram Ramanathan, Asif Rizwi

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.

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.

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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	7.14	3.57
Debt: Short Duration	-	-	-	-	-	-

PEER COMPARISION of HSBC Short Duration Fund - Regular Growth

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Period

Data as on - 02-05-2025

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	9.22	7.71	6.66	5.95	6.89
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth	18-12-2008	10.35	8.03	9.39	10.36	5.8
Nippon India Short Term Fund-Growth Plan	01-12-2002	9.48	8.07	7.0	6.65	7.11
BANDHAN Bond Fund - Short Term - Regular Plan - Growth	14-12-2000	9.47	7.95	6.98	6.34	7.04
Axis Short Duration Fund - Regular Plan - Growth Option	22-01-2010	9.44	7.98	7.13	6.65	7.27
Axis Short Duration Fund - Retail Plan - Growth Option	05-03-2010	9.44	7.96	7.12	6.64	7.26
HDFC Short Term Debt Fund - Growth Option	05-06-2010	9.38	8.25	7.33	7.0	7.53
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan	09-05-2003	9.31	7.97	7.21	7.33	7.44
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	01-01-2013	9.29	7.84	6.98	8.35	6.35
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	01-01-2013	9.29	7.84	6.98	0.0	0.0