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HSBC Low Duration Fund - Regular Growth

HSBC · Low Duration
Low
₹30.43
Current NAV
25 Jun 2026
10.3%
1Y Return
15.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.63).
  • Very large asset base (AUM: ₹16,180 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.13
Sharpe Ratio
0.43
Beta
2.63
Alpha
1.28
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Fund Details
Fund House HSBC
Category Low Duration
AUM ₹16180 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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