Home› Funds› HSBC Short Duration Fund - Direct Growth

HSBC Short Duration Fund - Direct Growth

HSBC · Short Duration
Moderate
₹29.93
Current NAV
30 Oct 2026
4.2%
1Y Return
7.1%
3Y CAGR
20.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.96).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.96).
  • Very large asset base (AUM: ₹23,010 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
1.96
Sharpe Ratio
1.56
Beta
6.96
Alpha
2.67
Sortino
Fund Details
Fund House HSBC
Category Short Duration
AUM ₹23010 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%