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HSBC Short Duration Fund - Regular Quarterly IDCW

HSBC · Short Duration
Moderate
₹10.20
Current NAV
30 Oct 2026
-3.6%
1Y Return
-1.1%
3Y CAGR
17.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.84).
  • Very large asset base (AUM: ₹15,890 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
0.84
Sharpe Ratio
1.04
Beta
4.84
Alpha
0.96
Sortino
Fund Details
Fund House HSBC
Category Short Duration
AUM ₹15890 Cr
Expense Ratio 1.04%
Min SIP ₹500
Min Lumpsum ₹1000
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