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HSBC Low Duration Fund - Regular Annual IDCW

HSBC · Low Duration
Low
₹10.31
Current NAV
25 Jun 2026
24.2%
1Y Return
14.2%
3Y CAGR
14.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.02).
  • Very large asset base (AUM: ₹18,570 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.02%) which can affect compounding over long horizons.
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
1.02
Sharpe Ratio
1.22
Beta
5.02
Alpha
1.35
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Fund Details
Fund House HSBC
Category Low Duration
AUM ₹18570 Cr
Expense Ratio 2.02%
Min SIP ₹500
Min Lumpsum ₹1000
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