Medium to Long Durationregulargrowth
HSBC Medium to Long Duration Fund - Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.22%
1 Month-0.88%
3 Months-0.33%
6 Months+0.44%
1 Year+2.36%
3 Years (CAGR)+5.55%
5 Years (CAGR)+4.39%
10 Years (CAGR)+5.46%
Since Inception (Apr 2006)+6.61%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+0.95%
3 Year SIP+4.69%
5 Year SIP+4.74%
Since Inception (Apr 2006)+6.11%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryMedium to Long Duration
Plan Typeregular
Optiongrowth
AUM₹48.0 Cr
Expense Ratio1.17%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code101685
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
HSBC Medium to Long Duration Fund - Regular Growth by HSBC Mutual Fund is a Medium to Long 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 to Long Duration category.
About This Fund
HSBC Medium to Long Duration Fund - Regular Growth is a Medium to Long Duration mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹48.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.17%.
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