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HSBC Low Duration Fund - Direct Annual IDCW

HSBC · Low Duration
Low
₹10.67
Current NAV
30 Oct 2026
-2.7%
1Y Return
-1.0%
3Y CAGR
16.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.34).
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.84
Sharpe Ratio
0.54
Beta
2.34
Alpha
2.28
Sortino
Fund Details
Fund House HSBC
Category Low Duration
AUM ₹8390 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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