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HSBC Short Duration Fund - Bonus

HSBC · Short Duration
Moderate
₹27.93
Current NAV
25 Jun 2026
15.4%
1Y Return
15.4%
3Y CAGR
16.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
1.14
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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