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HSBC Low Duration Fund - Direct Growth

HSBC · Low Duration
Low
₹32.79
Current NAV
30 Oct 2026
5.9%
1Y Return
7.7%
3Y CAGR
21.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Very large asset base (AUM: ₹17,820 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.77
Sharpe Ratio
1.57
Beta
-0.23
Alpha
1.05
Sortino
Fund Details
Fund House HSBC
Category Low Duration
AUM ₹17820 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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