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HSBC Short Duration Fund - Bonus

HSBC · Short Duration
Moderate
₹28.10
Current NAV
30 Oct 2026
3.9%
1Y Return
6.6%
3Y CAGR
16.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Very large asset base (AUM: ₹17,190 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
1.14
Sharpe Ratio
1.34
Beta
-0.86
Alpha
1.30
Sortino
Fund Details
Fund House HSBC
Category Short Duration
AUM ₹17190 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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