HSBC Medium to Long Duration Fund
500
Min SIP
5,000
Min Lumpsum
0.68 %
Expense Ratio
Rating
42
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.3% | 3.9% | 7% | 6.9% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2028
GSEC2027
TREPS
GSEC2032
GSEC2029
Others
Advance Ratio
0.16
Alpha
0.92
SD
0.07
Beta
0.33
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
Fund Managers
Jalpan Shah
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium to Long Duration .
-
- 311
-
7.9%Fund Size - 311
-
9.6%Fund Size - 311
-
4.8%Fund Size - 311
-
- Debt .
- Medium to Long Duration .
-
- 1,574
-
8.9%Fund Size - 1,574
-
6.3%Fund Size - 1,574
-
8.4%Fund Size - 1,574
-
- Debt .
- Medium to Long Duration .
-
- 2,863
-
8.6%Fund Size - 2,863
-
5.9%Fund Size - 2,863
-
8%Fund Size - 2,863
-
- Debt .
- Medium to Long Duration .
-
- 1,514
-
7.8%Fund Size - 1,514
-
5.8%Fund Size - 1,514
-
8.2%Fund Size - 1,514
-
- Debt .
- Medium to Long Duration .
-
- 1,665
-
8.1%Fund Size - 1,665
-
5.5%Fund Size - 1,665
-
8.1%Fund Size - 1,665
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
Frequently Asked Questions
How to invest in HSBC Medium to Long Duration Fund ?
You can invest in HSBC Medium to Long Duration Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Medium to Long Duration Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Medium to Long Duration Fund ?
The NAV of HSBC Medium to Long Duration Fund is ₹40 as of 26 May 2023.
How to redeem HSBC Medium to Long Duration Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Medium to Long Duration Fund?
The minimum SIP amount of HSBC Medium to Long Duration Fund is ₹500
How much returns have HSBC Medium to Long Duration Fund generated ?
The HSBC Medium to Long Duration Fund has delivered 6.9% since inception
What is the expense ratio of HSBC Medium to Long Duration Fund ?
The expense ratio of HSBC Medium to Long Duration Fund is 0.68 % as of 26 May 2023.
What is the AUM of HSBC Medium to Long Duration Fund?
The AUM of HSBC Medium to Long Duration Fund is ₹12,789 Cr as of 26 May 2023
What are the top stock holdings of HSBC Medium to Long Duration Fund?
The top stock holdings of HSBC Medium to Long Duration Fund are
- GSEC2028 - 30.97%
- GSEC2027 - 20.1%
- TREPS - 17.21%
- GSEC2029 - 12.39%
- GSEC2032 - 12.27%