Home› Funds› HSBC Medium to Long Duration Fund - Regular Growth

HSBC Medium to Long Duration Fund - Regular Growth

HSBC · Long Duration
Moderate
₹43.63
Current NAV
25 Jun 2026
10.0%
1Y Return
18.0%
3Y CAGR
11.0%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.40).
  • Very large asset base (AUM: ₹16,950 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
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
1.40
Sharpe Ratio
0.40
Beta
3.40
Alpha
1.54
Sortino
Fund Details
Fund House HSBC
Category Long Duration
AUM ₹16950 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Long Duration
Franklin India Long Duration Fund - Growth
Franklin India Long Duration
₹10.77 31.9%
HDFC Long Duration Debt Fund - IDCW Option
HDFC
₹10.83 31.9%
NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - DIRECT Plan - QUARTERLY IDCW Option
Nippon India
₹11.63 31.8%
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan-Bonus Option
Nippon India
₹29.90 31.5%