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HSBC Low Duration Fund - Direct Growth
★★★★★ monitor_heart Health Score: 67/100 · GoodHSBC Mutual Fund · Debt · Low Duration Fund
₹32.38
AUM: ₹1,012 Cr
NAV updated 26 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
0.47
Std Dev (1Y)
0.56%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.14%
3m
+2.12%
6m
+3.25%
1y
+6.47%
3y
+8.01%
5y
+6.78%
10y
+7.04%
since inception
+7.93%
rate_review TopFund's Take on HSBC Low Duration Fund - Direct Growth
HSBC Low Duration Fund - Direct Growth holds up reasonably well within the Low Duration Fund category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.4%, the expense ratio is roughly in line with the Low Duration Fund category average of 0.44% — 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 0.47 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.56% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates 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 ₹32.38. NAV is updated every business day after market close by AMFI.
1Y: 6.47% · 3Y CAGR: 8.01% · 5Y CAGR: 6.78%
The expense ratio is 0.4% per annum — the annual fee deducted from your investment to cover fund management costs.
HSBC Low Duration Fund - Direct Growth is managed by Jalpan Shah at HSBC Mutual Fund.
HSBC Low Duration Fund - Direct Growth is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
HSBC Low Duration Fund - Direct Growth is a Low Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of HSBC Low Duration Fund - Direct Growth is ₹1,012 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.