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HSBC Medium to Long Duration Fund - Direct Growth

HSBC · Long Duration
Moderate
₹48.61
Current NAV
30 Oct 2026
2.3%
1Y Return
6.4%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.42%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Very large asset base (AUM: ₹10,470 Cr) indicating high investor trust and liquidity.
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
1.42
Sharpe Ratio
0.72
Beta
-1.08
Alpha
1.59
Sortino
Fund Details
Fund House HSBC
Category Long Duration
AUM ₹10470 Cr
Expense Ratio 0.42%
Min SIP ₹500
Min Lumpsum ₹1000
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