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HSBC Short Duration Fund - Direct Growth
★★★★★ monitor_heart Health Score: 67/100 · GoodHSBC Mutual Fund · Debt · Short Duration
₹29.82
AUM: ₹4,210 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.32%
Exit Load
Nil
Fund Manager
Jalpan Shah
Inception
Jan 2013
Benchmark
NIFTY Short Duration Debt Index A-II
Sharpe Ratio
-0.69
Std Dev (1Y)
1.16%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.69%
3m
+1.81%
6m
+3.19%
1y
+5.41%
3y
+7.42%
5y
+6.24%
10y
+7.04%
since inception
+7.39%
rate_review TopFund's Take on HSBC Short Duration Fund - Direct Growth
HSBC Short Duration Fund - Direct Growth holds up reasonably well within the Short Duration 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 67/100.
Cost: At 0.32%, the expense ratio is meaningfully cheaper — about 14% below the Short Duration category average of 0.37% (based on 114 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.69 — 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 1.16% 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.
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pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about HSBC Short Duration Fund - Direct Growth
The current NAV (Net Asset Value) of HSBC Short Duration Fund - Direct Growth is ₹29.82. NAV is updated every business day after market close by AMFI.
1Y: 5.41% · 3Y CAGR: 7.42% · 5Y CAGR: 6.24%
The expense ratio is 0.32% per annum — the annual fee deducted from your investment to cover fund management costs.
HSBC Short Duration Fund - Direct Growth is managed by Jalpan Shah at HSBC Mutual Fund.
HSBC Short Duration Fund - Direct Growth is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
HSBC Short Duration Fund - Direct Growth is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of HSBC Short Duration Fund - Direct Growth is ₹4,210 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.