Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HSBC Low Duration Fund - Direct Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 66/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.88%
- Expense ratio (20%)0.4%
- AUM (15%)₹915 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹32.57
AUM: ₹914 Cr
NAV updated 29 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.4%
Exit Load
Nil
Fund Manager
Jalpan Shah
Inception
Jan 2013
Benchmark
NIFTY Low Duration Debt Index A-I
Sharpe Ratio
0.18
Std Dev (1Y)
0.61%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.47%
3m
+2.14%
6m
+3.24%
1y
+6.33%
3y
+7.88%
5y
+6.87%
10y
+7.0%
since inception
+7.83%
TopFund's Take on HSBC Low Duration Fund - Direct Growth
HSBC Low Duration Fund - Direct Growth holds up reasonably well within the Ultra Short to Short Term Fund category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: At 0.4%, the expense ratio is roughly in line with the Ultra Short to Short Term Fund category average of 0.38% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.18 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.61% is on the lower side for a Ultra Short to Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
Kotak Low Duration Fund - Direct Plan - Weekly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option
Kotak Mahindra Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
ICICI Prudential Savings Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
Mahindra Manulife Low Duration Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about HSBC Low Duration Fund - Direct Growth
The current NAV (Net Asset Value) of HSBC Low Duration Fund - Direct Growth is ₹32.57. NAV is updated every business day after market close by AMFI.
1Y: 6.33% · 3Y CAGR: 7.88% · 5Y CAGR: 6.87%
The expense ratio of HSBC Low Duration Fund - Direct Growth is 0.4% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Low Duration Fund - Direct Growth is managed by Jalpan Shah at HSBC Mutual Fund.
HSBC Low Duration Fund - Direct Growth is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
HSBC Low Duration Fund - Direct Growth is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HSBC Low Duration Fund - Direct Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HSBC Low Duration Fund - Direct Growth is ₹915 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.