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HSBC Medium Duration Fund - Regular IDCW

HSBC · Medium Duration
Moderate
₹10.69
Current NAV
25 Jun 2026
20.6%
1Y Return
22.6%
3Y CAGR
21.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.86
Sharpe Ratio
1.46
Beta
-1.14
Alpha
2.34
Sortino
Fund Details
Fund House HSBC
Category Medium Duration
AUM ₹1410 Cr
Expense Ratio 1.46%
Min SIP ₹500
Min Lumpsum ₹1000
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