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HSBC Short Duration Fund - Regular Plan - Monthly IDCW

HSBC · Short Duration
Moderate
₹11.21
Current NAV
25 Jun 2026
16.2%
1Y Return
23.2%
3Y CAGR
17.2%
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: 1.92).
  • Very large asset base (AUM: ₹19,970 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
1.92
Sharpe Ratio
1.22
Beta
-2.58
Alpha
2.53
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Fund Details
Fund House HSBC
Category Short Duration
AUM ₹19970 Cr
Expense Ratio 1.62%
Min SIP ₹500
Min Lumpsum ₹1000
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