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HSBC Short Duration Fund - Direct Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 81/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)7.36%
- Expense ratio (20%)0.32%
- AUM (15%)₹4,185 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Income/Debt Oriented · Short Term Fund
₹29.98
AUM: ₹4,184 Cr
NAV updated 15 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
-0.76
Std Dev (1Y)
1.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.0%
3m
+1.56%
6m
+2.75%
1y
+5.49%
3y
+7.36%
5y
+6.26%
10y
+7.0%
since inception
+7.24%
TopFund's Take on HSBC Short Duration Fund - Direct Growth
HSBC Short Duration Fund - Direct Growth ranks among the stronger performers in the Short Term Fund category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 81/100.
Cost: At 0.32%, the expense ratio is roughly in line with the Short Term Fund category average of 0.34% — 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 -0.76 — 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 1.18% is on the lower side for a 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
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Tools & Guides for This Fund
Frequently Asked Questions about HSBC Short Duration Fund - Direct Growth
The current NAV (Net Asset Value) of HSBC Short Duration Fund - Direct Growth is ₹29.98. NAV is updated every business day after market close by AMFI.
1Y: 5.49% · 3Y CAGR: 7.36% · 5Y CAGR: 6.26%
The expense ratio of HSBC Short Duration Fund - Direct Growth is 0.32% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Short Duration Fund - Direct Growth is managed by Jalpan Shah at HSBC Mutual Fund.
HSBC Short Duration Fund - Direct Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
HSBC Short Duration Fund - Direct Growth is a Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HSBC Short 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 Short Duration Fund - Direct Growth is ₹4,185 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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