Home› Funds› HSBC Liquid Fund - Growth

HSBC Liquid Fund - Growth

HSBC · Liquid
Low
₹4071.59
Current NAV
01 Nov 2026
6.4%
1Y Return
6.8%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Very large asset base (AUM: ₹13,780 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Higher expense ratio (2.13%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Conservative investors seeking capital safety, high liquidity, or parking surplus cash.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Aggressive investors expecting index-beating returns or high inflation-beating growth.
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.73
Sharpe Ratio
1.33
Beta
0.73
Alpha
1.95
Sortino
Fund Details
Fund House HSBC
Category Liquid
AUM ₹13780 Cr
Expense Ratio 2.13%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Liquid
Abakkus Liquid Fund - Regular Plan - Weekly IDCW Reinvestment
Abakkus Liquid
₹100.17 7.7%
Abakkus Liquid Fund - Regular Plan - Growth
Abakkus Liquid
₹105.17 7.6%
ICICI Prudential Liquid Fund - Bonus
ICICI Prudential
₹121.07 7.5%
Abakkus Liquid Fund - Regular Plan - Monthly IDCW Reinvestment
Abakkus Liquid
₹100.29 7.4%