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HSBC Liquid Fund - Growth Direct

HSBC · Liquid
Low
₹2851.84
Current NAV
01 Nov 2026
6.5%
1Y Return
6.9%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.88).
  • Very large asset base (AUM: ₹18,430 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
0.88
Sharpe Ratio
1.08
Beta
2.88
Alpha
1.04
Sortino
Fund Details
Fund House HSBC
Category Liquid
AUM ₹18430 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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