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HSBC Medium Duration Fund - Regular Growth

HSBC · Medium Duration
Moderate
₹21.60
Current NAV
30 Oct 2026
3.5%
1Y Return
6.7%
3Y CAGR
12.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Very large asset base (AUM: ₹14,690 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (1.84%) which can affect compounding over long horizons.
  • 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
1.64
Sharpe Ratio
0.64
Beta
-0.36
Alpha
2.20
Sortino
Fund Details
Fund House HSBC
Category Medium Duration
AUM ₹14690 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
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