Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.56 % | 3★ | ₹663 | 8 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.56 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹663 Cr | 8 Years |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 3.9% | 6.3% | 6.7% | 7.7% | ||||
| Category Average | 4.9% | 14.3% | 11.6% | - |
Scheme Allocation
Holding
Sector
Asset
GSEC2036
Embassy Off.REIT
Coastal Guj Pow
Shriram Finance
ONGC Petro Add.
Others
Fund House Details
HSBC Medium Duration Fund
Fund Manager
Shriram Ramanathan
Exit Load
| 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 |
|---|
Advance Ratio
| -0 | 0.1 | 0.02 | -0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
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
You can invest in HSBC Medium 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 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"
The HSBC Medium Duration Fund has delivered 7.7% since inception
The NAV of HSBC Medium Duration Fund is ₹18.1 as of 27 January 2023.
The expense ratio of HSBC Medium Duration Fund is 0.56 % as of 27 January 2023.
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”.
