3 Year return

5.94%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹421.9 Cr.

Expense Ratio

0.25% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

3
0
3

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

HSBC Mutual Fund Managers

SR

Shriram Ramanathan

Fund Manager since Mar 2015

View Details

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund Asset management company

AUM ₹109,951.37 Cr.
No. of Schemes 164
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct IDCW Payout

15.74%
15.74%
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth

15.74%
15.73%

Key Features of The Fund

5-year return 6.31%
Expense Ratio 0.25%
Fund Manager Shriram Ramanathan
Fund Size ₹421.9 Cr
Risk Profile Moderately Low

AMC Contact Details

Name HSBC Mutual Fund
Launch Date May 2002
Addresss HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact 1800-200-2434 / 1800 4190 200
Email investor.line@mutualfunds.hsbc.co.in
Website https://www.assetmanagement.hsbc.co.in/en/mutual-funds

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

What is today's NAV of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment Jun 12 2024 is 11.0834

What is the AUM of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment is 421.9 crore.

What is the expense ratio of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment is 0.25%

What are the returns of HSBC Low Duration Fund Direct Monthly IDCW Reinvestment since inception?

The HSBC Low Duration Fund Direct Monthly IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 8.05 since inception.

What is the minimum SIP amount to invest in HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Low Duration Fund Direct Monthly IDCW Reinvestment is 500.

How do I invest in HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HSBC Low Duration Fund Direct Monthly IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.