HSBC Medium Duration Fund
500
Min SIP
5,000
Min Lumpsum
0.4 %
Expense Ratio
Rating
700
Fund Size (in Cr)
8 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 | 8.4% | 7.5% | 7.3% | 7.9% | ||||
| Category Average | 14.3% | 23.8% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2036
Embassy Off.REIT
Coastal Guj Pow
Shriram Finance
ONGC Petro Add.
Others
Advance Ratio
0.41
Alpha
0.74
SD
0.1
Beta
0.81
Sharpe
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 |
|---|
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
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 6,579
-
8.6%Fund Size - 6,579
-
7.6%Fund Size - 6,579
-
8%Fund Size - 6,579
-
- Debt .
- Medium Duration .
-
- 1,764
-
8.5%Fund Size - 1,764
-
7.2%Fund Size - 1,764
-
7.8%Fund Size - 1,764
-
- Debt .
- Medium Duration .
-
- 2,127
-
7%Fund Size - 2,127
-
7.2%Fund Size - 2,127
-
7.1%Fund Size - 2,127
-
- Debt .
- Medium Duration .
-
- 4,110
-
8.2%Fund Size - 4,110
-
7.2%Fund Size - 4,110
-
7.8%Fund Size - 4,110
-
- Debt .
- Medium Duration .
-
- 7,221
-
8.5%Fund Size - 7,221
-
6.6%Fund Size - 7,221
-
8.4%Fund Size - 7,221
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 Duration Fund ?
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"
What is the NAV of HSBC Medium Duration Fund ?
The NAV of HSBC Medium Duration Fund is ₹18.8 as of 06 June 2023.
How to redeem HSBC Medium 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 Duration Fund?
The minimum SIP amount of HSBC Medium Duration Fund is ₹500
How much returns have HSBC Medium Duration Fund generated ?
The HSBC Medium Duration Fund has delivered 7.9% since inception
What is the expense ratio of HSBC Medium Duration Fund ?
The expense ratio of HSBC Medium Duration Fund is 0.4 % as of 06 June 2023.
What is the AUM of HSBC Medium Duration Fund?
The AUM of HSBC Medium Duration Fund is ₹12,789 Cr as of 06 June 2023
What are the top stock holdings of HSBC Medium Duration Fund?
The top stock holdings of HSBC Medium Duration Fund are
- GSEC2027 - 20.9%
- GSEC2036 - 15.07%
- Embassy Off.REIT - 7.4%
- Coastal Guj Pow - 4.6%
- ONGC Petro Add. - 4.4%