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29590
22962
HSBC Medium Term Fund - Direct (G)
7.74
5.07
6.72
0.90
0.61
0.46
3.04
7.73
4
1.38
6.72
HSBC Medium Term Fund - Direct (G)
1.38
6.72
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    24.01

    05 Nov 2026

  • 0.29%

     1 Day

  • 7.74%

    3Y CAGR returns

This fund doubles your investment in 0 years, 2 months & 6 days.

Invest Now

  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.41%

    Expense Ratio

  • 1

     Rating

  • 670 Cr

    Fund Size

  • 11 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 05 Nov 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.07%
  • 7.74%
  • 6.72%
  • 7.73
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
20.28%
6.57%
4.56%
4.05%
3.90%
60.64%
View All

Advance Ratio

  • 2.34Alpha
  • 0.47SD
  • 0.06Beta
  • 1.40Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 1.00% - On or before 90 days from the date of allotment or purchase applying first in first out basis Nil - After 90 days
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To seek to generate income by investing primarily in debt and money market securities of fundamentally strong corportes/companies in growth sectors which are closely associated with the resurgence of domestic economy, with a flexibility to follow more conservative investment approach during economic downturns.

Fund Managers

Shriram Ramanathan

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

  • Fund Name
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More Funds from HSBC Mutual Fund

22962
  • Fund Name

AMC Contact Details

  • Address :
  • 9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
    • Contact :
    • +91022 66145000
    • Email ID :
    • investor.line@mutualfunds.hsbc.co.in

Mutual Fund by Category

Equity Debt Hybrid

Large Cap

  • Fund Name
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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

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Equity Savings Mutual

Aggressive Hybrid Mutual

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