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HSBC Medium Duration Fund - Direct Growth

HSBC · Medium Duration
Moderate
₹23.74
Current NAV
25 Jun 2026
16.2%
1Y Return
10.2%
3Y CAGR
17.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.22%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.62
Sharpe Ratio
1.42
Beta
-2.38
Alpha
0.76
Sortino
Fund Details
Fund House HSBC
Category Medium Duration
AUM ₹3170 Cr
Expense Ratio 0.22%
Min SIP ₹500
Min Lumpsum ₹1000
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