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HSBC Medium to Long Duration Fund - Regular Growth

HSBC · Long Duration
Moderate
₹43.39
Current NAV
30 Oct 2026
2.1%
1Y Return
5.6%
3Y CAGR
4.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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.
  • 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
1.40
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
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