Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.03%
1 Month-0.27%
3 Months+0.53%
6 Months+1.99%
1 Year+5.67%
3 Years (CAGR)+7.27%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Nov 2022)+7.16%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.31%
3 Year SIP+6.78%
5 Year SIP—
Since Inception (Nov 2022)+6.85%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
AUM₹746 Cr
Expense Ratio1.08%
Min SIP₹1,000
Min Lumpsum₹5,000
Launch Date28 Nov 2022
AMFI Code151149
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
Compare All Medium Duration FundsView all Medium Duration funds
Investment Objective
HSBC Medium Duration Fund - Regular Growth by HSBC Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
HSBC Medium Duration Fund - Regular Growth is a Medium Duration mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹746 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.08%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations