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HSBC Ultra Short Duration Fund - Regular Monthly IDCW

HSBC · Ultra Short Duration
Low
₹1036.74
Current NAV
25 Jun 2026
14.0%
1Y Return
11.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹14,250 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.70
Sharpe Ratio
0.60
Beta
1.20
Alpha
0.91
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Fund Details
Fund House HSBC
Category Ultra Short Duration
AUM ₹14250 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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