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HSBC Low Duration Fund - Regular Growth

HSBC · Low Duration
Low
₹30.89
Current NAV
30 Oct 2026
5.4%
1Y Return
7.2%
3Y CAGR
11.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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.
  • Well-diversified portfolio aligned with the Low Duration mandate.
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
1.13
Sharpe Ratio
0.43
Beta
2.63
Alpha
1.28
Sortino
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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