Home› Funds› HSBC Medium Duration Fund - Regular Annual IDCW

HSBC Medium Duration Fund - Regular Annual IDCW

HSBC · Medium Duration
Moderate
₹10.54
Current NAV
30 Oct 2026
-5.0%
1Y Return
-1.9%
3Y CAGR
13.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
1.41
Beta
-1.59
Alpha
1.10
Sortino
Fund Details
Fund House HSBC
Category Medium Duration
AUM ₹6960 Cr
Expense Ratio 1.41%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option
Nippon India
₹0.13 340.3%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Direct Plan - Bonus Option
Nippon India
₹0.19 340.1%
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - IDCW Option
Nippon India
₹0.15 339.8%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Bonus Option
Nippon India
₹0.18 339.7%