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HSBC Short Duration Fund - Regular Growth

HSBC · Short Duration
Moderate
₹27.93
Current NAV
25 Jun 2026
21.8%
1Y Return
21.8%
3Y CAGR
11.8%
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: 1.78).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.78).
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
1.78
Sharpe Ratio
1.38
Beta
4.78
Alpha
2.10
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Fund Details
Fund House HSBC
Category Short Duration
AUM ₹9830 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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