HSBC Short Duration Fund-Direct (Div-W)

HSBC Short Duration Fund-Direct (Div-W)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately Low

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Kapil Punjabi
Fund Horizon OPEN
Inception Date 22-Feb-2013
Scheme AUM(CR) ` 514.28
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 0.34

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.95% -2.24%
3 Month 2.60% -6.36%
6 Month -3.95% -4.02%
1 Year 0.90% -1.95%
3 Year 4.60% 8.49%
5 Year 6.62% 6.16%
Since Inception 5.87% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others