3 Year return

5.31%
Launched on January 2013 (11 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹3833.84 Cr.

Expense Ratio

0.27% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2

Ratings by other agencies

2
2
4

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

17.09%
17.09%
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth

17.09%
17.09%

About HSBC Short Duration Fund Direct Growth

The HSBC Short Duration Fund Direct Growth is an ultra-short duration debt fund managed by HSBC Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Ultra-short duration debt funds invest in debt securities with a maturity of less than 1 year. These securities have a low risk of default and offer a low return. The HSBC Short Duration Fund Direct Growth invests in a diversified portfolio of ultra-short duration debt instruments. The fund aims to generate income by investing in these securities.

Investment Objectives of the Scheme

The investment objective of the HSBC Short Duration Fund Direct Growth is to generate income by investing in a diversified portfolio of ultra-short duration debt instruments. The fund will invest at least 80% of its assets in ultra-short duration debt instruments.

Key Features of The Fund

5-year return 6.5%
Expense Ratio 0.27%
Fund Manager Shriram Ramanathan
Fund Size ₹3833.84 Cr
Risk Profile Moderately Low

Is This Scheme Right for Me?

The HSBC Short Duration Fund Direct Growth is a good option for investors who are looking for preservation of capital and regular income. The fund offers a very low risk of capital loss and can provide a steady stream of income. However, the fund does not offer the potential for high returns. The fund's investment objective is to generate income, not capital appreciation.

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.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of HSBC Short Duration Fund?

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 Short Duration Fund Jun 21 2024 is 25.6406

What is the AUM of HSBC Short Duration Fund?

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 Short Duration Fund is 3833.84 crore.

What is the expense ratio of HSBC Short Duration Fund?

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 Short Duration Fund is 0.27%

What are the returns of HSBC Short Duration Fund since inception?

The HSBC Short Duration Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 7.64 since inception.

What is the minimum SIP amount to invest in HSBC Short Duration Fund?

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 Short Duration Fund is 1000.

How do I invest in HSBC Short Duration Fund?

  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 Short Duration Fund?

  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 Short Duration Fund?

  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 Short Duration Fund?

  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.