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HSBC Medium to Long Duration Fund - Regular Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, 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: 51/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)6.57%
- Expense ratio (20%)0.63%
- AUM (15%)₹49 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Debt · Medium to Long Duration
₹48.8
AUM: ₹48 Cr
NAV updated 13 days ago
Plan
Regular
Option
Growth
Risk
Moderate to High
Expense Ratio
0.63%
Exit Load
Nil
Fund Manager
Sanjay Shah
Inception
Jan 2013
Benchmark
NIFTY Medium to Long Duration Debt Index A-III
Sharpe Ratio
-1.38
Std Dev (1Y)
2.22%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.66%
3m
+1.32%
6m
+1.66%
1y
+3.55%
3y
+6.57%
5y
+5.24%
10y
+5.96%
since inception
+6.6%
TopFund's Take on HSBC Medium to Long Duration Fund - Regular Growth
HSBC Medium to Long Duration Fund - Regular Growth sits in the middle of the pack for Medium to Long Duration funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 51/100.
Cost: At 0.63%, the expense ratio is roughly in line with the Medium to Long Duration category average of 0.68% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.38 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.22% is on the lower side for a Medium to Long Duration fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HSBC Medium to Long Duration Fund - Regular Growth
The current NAV (Net Asset Value) of HSBC Medium to Long Duration Fund - Regular Growth is ₹48.8. NAV is updated every business day after market close by AMFI.
1Y: 3.55% · 3Y CAGR: 6.57% · 5Y CAGR: 5.24%
The expense ratio of HSBC Medium to Long Duration Fund - Regular Growth is 0.63% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Medium to Long Duration Fund - Regular Growth is managed by Sanjay Shah at HSBC Mutual Fund.
HSBC Medium to Long Duration Fund - Regular Growth is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.
HSBC Medium to Long Duration Fund - Regular Growth is a Medium to Long Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HSBC Medium to Long Duration Fund - Regular 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 Medium to Long Duration Fund - Regular Growth is ₹49 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.
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