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HSBC Short Duration Fund - Direct Annual IDCW

HSBC · Short Duration
Moderate
₹12.14
Current NAV
25 Jun 2026
23.6%
1Y Return
14.6%
3Y CAGR
13.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.56).
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
1.06
Sharpe Ratio
1.56
Beta
2.56
Alpha
1.44
Sortino
Fund Details
Fund House HSBC
Category Short Duration
AUM ₹8610 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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