Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.21%
1 Month+0.49%
3 Months+1.41%
6 Months+2.84%
1 Year+6.39%
3 Years (CAGR)+7.00%
5 Years (CAGR)+5.97%
10 Years (CAGR)—
Since Inception (Jan 2020)+5.77%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+6.02%
3 Year SIP+6.81%
5 Year SIP+6.58%
Since Inception (Jan 2020)+6.28%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹2,874 Cr
Expense Ratio0.33%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date30 Jan 2020
AMFI Code147907
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
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Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HSBC Ultra Short Duration Fund - Regular Growth by HSBC Mutual Fund is a Ultra Short 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 Ultra Short Duration category.
About This Fund
HSBC Ultra Short Duration Fund - Regular Growth is a Ultra Short Duration mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹2,874 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.33%.
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