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HSBC Medium to Long Duration Fund - Regular Quarterly IDCW

HSBC · Long Duration
Moderate
₹10.74
Current NAV
25 Jun 2026
11.3%
1Y Return
20.3%
3Y CAGR
12.3%
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: 1.63).
  • 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
  • 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
1.63
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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