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HSBC Medium to Long Duration Fund - Regular Quarterly IDCW

HSBC · Long Duration
Moderate
₹10.43
Current NAV
30 Oct 2026
-1.9%
1Y Return
-0.1%
3Y CAGR
-1.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.13).
  • Very large asset base (AUM: ₹18,180 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
1.63
Sharpe Ratio
0.93
Beta
5.13
Alpha
2.17
Sortino
Fund Details
Fund House HSBC
Category Long Duration
AUM ₹18180 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
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