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hsbc short duration fund direct plan growth option
HSBC Short Duration Fund Direct Plan Growth Option

HSBC Short Duration Fund Direct Plan Growth Option

  • Moderate Risk
  • Fixed Income
  • Short Duration
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NAV as on Jul 15, 2025
i
Price per unit of the scheme.
28.26780.02%1 Day Change
0.67%
Minimum Investment₹10000
Expense Ratio0.27%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jul 15, 2025
Compare fund’s performance against category average across different time periods
9Out of 24 funds in the category
Category Avg Return
0.67%
Fund Return 0.67%
Low0.67%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON



No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
HSBC Short Duration Fund Direct Plan Growth Option
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

Shriram Ramanathan
Shriram Ramanathan
i
Lead Fund Manager.
May 30, 2016 - Present
  • Fund Manager Rank19Out of 23
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed11
  • Total AUM45,374.77 Cr
  • Highest Return In 1 Yr22.41 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 22.46
0.70%
0.56%
Moderate Risk
647.81Cr
₹ 47.22
0.43%
0.44%
Moderate Risk
50.69Cr
₹ 35.19
0.65%
0.59%
Moderate Risk
657.46Cr
HSBC Medium Duration Fund Direct Growth
Moderate Risk
  • NAV₹ 22.46
  • Fund Size647.81Cr
Fund Return0.70%
Category Return0.56%
HSBC Medium to Long Duration Fund - Direct Growth
Moderate Risk
  • NAV₹ 47.22
  • Fund Size50.69Cr
Fund Return0.43%
Category Return0.44%
HSBC Credit Risk Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 35.19
  • Fund Size657.46Cr
Fund Return0.65%
Category Return0.59%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Jalpan Shah
Jalpan Shah
i
Lead Fund Manager.
May 30, 2016 - Present
  • Schemes managed13
  • Total AUM18,604.26 Cr
  • Highest Return In 1 Yr9.78 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 78.49
0.71%
0.53%
Moderate Risk
5,894.57Cr
₹ 25.72
0.61%
0.51%
Moderate Risk
4,294.57Cr
₹ 47.22
0.43%
0.44%
Moderate Risk
50.69Cr
HSBC Corporate Bond Fund Direct Plan Growth Plan
Moderate Risk
  • NAV₹ 78.49
  • Fund Size5,894.57Cr
Fund Return0.71%
Category Return0.53%
HSBC Banking & PSU Debt fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 25.72
  • Fund Size4,294.57Cr
Fund Return0.61%
Category Return0.51%
HSBC Medium to Long Duration Fund - Direct Growth
Moderate Risk
  • NAV₹ 47.22
  • Fund Size50.69Cr
Fund Return0.43%
Category Return0.44%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mohd Asif Rizwi
Mohd Asif Rizwi
i
Lead Fund Manager.
Jan 15, 2024 - Present
  • Schemes managed14
  • Total AUM27,530.25 Cr
  • Highest Return In 1 Yr9.86 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 28.27
0.67%
0.60%
Moderate Risk
3,928.37Cr
₹ 76.05
0.66%
0.54%
Moderate Risk
295.44Cr
₹ 63.03
2.25%
1.54%
Very High Risk
5,396.34Cr
HSBC Short Duration Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 28.27
  • Fund Size3,928.37Cr
Fund Return0.67%
Category Return0.60%
HSBC Gilt Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 76.05
  • Fund Size295.44Cr
Fund Return0.66%
Category Return0.54%
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 63.03
  • Fund Size5,396.34Cr
Fund Return2.25%
Category Return1.54%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on May, 2025
EQUITY (-%)
DEBT (99.00%)
CASH (0.73%)
Allocation by Market Cap
Other Cap(0.27%)
Industry Holdings
No Data For Allocation
Stock Holdings
No Data For Allocation

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    -0.14
    This Fund
    VS
    -0.24
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    84.46
    This Fund
    VS
    69.17
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    1.16
    This Fund
    VS
    1.19
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.03
    This Fund
    VS
    0.77
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    2.20
    This Fund
    VS
    2.15
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    1.02
    This Fund
    VS
    1.45
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
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Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 66.10
0.74%
0.60%
Moderate Risk
₹ 21,283.50 Cr
₹ 33.99
0.73%
0.60%
Moderate Risk
₹ 9,493.70 Cr
₹ 57.83
0.72%
0.60%
Moderate Risk
₹ 7,057.73 Cr
₹ 31.98
0.68%
0.60%
Moderate Risk
₹ 198.72 Cr
₹ 34.38
0.68%
0.60%
Moderate Risk
₹ 14,733.18 Cr
₹ 51.83
0.68%
0.60%
Moderate Risk
₹ 9,192.79 Cr
ICICI Prudential Short Term Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 66.10
  • Fund Size₹ 21,283.50 Cr
Fund Return0.74%
Category Return0.60%
Axis Short Term Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 33.99
  • Fund Size₹ 9,493.70 Cr
Fund Return0.73%
Category Return0.60%
Nippon India Short Term Fund - Direct Plan - Growth Plan
Moderate Risk
  • NAV₹ 57.83
  • Fund Size₹ 7,057.73 Cr
Fund Return0.72%
Category Return0.60%
Baroda BNP Paribas Short Duration Fund Direct Growth Option
Moderate Risk
  • NAV₹ 31.98
  • Fund Size₹ 198.72 Cr
Fund Return0.68%
Category Return0.60%
SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV₹ 34.38
  • Fund Size₹ 14,733.18 Cr
Fund Return0.68%
Category Return0.60%
Aditya Birla Sun Life Short Term Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 51.83
  • Fund Size₹ 9,192.79 Cr
Fund Return0.68%
Category Return0.60%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
₹ 94.34
3.99%
3.08%
Very High Risk
₹ 16,061.21 Cr
--
₹ 26.82
3.67%
--
Very High Risk
₹ 12.54 Cr
--
₹ 27.26
3.52%
1.90%
Very High Risk
₹ 1,666.27 Cr
₹ 443.27
3.30%
2.06%
Very High Risk
₹ 11,469.74 Cr
₹ 48.71
3.28%
--
Very High Risk
₹ 1,077.95 Cr
₹ 108.54
3.22%
1.98%
Very High Risk
₹ 244.42 Cr
HSBC Small Cap Fund Fund Direct Growth
Very High Risk
  • NAV₹ 94.34
  • Fund Size₹ 16,061.21 Cr
1 Month Return3.99%
Category Return3.08%
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk--
  • NAV₹ 26.82
  • Fund Size₹ 12.54 Cr
1 Month Return3.67%
Category Return--
HSBC Focused Fund Direct Growth
Very High Risk--
  • NAV₹ 27.26
  • Fund Size₹ 1,666.27 Cr
1 Month Return3.52%
Category Return1.90%
HSBC Midcap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 443.27
  • Fund Size₹ 11,469.74 Cr
1 Month Return3.30%
Category Return2.06%
HSBC Business Cycles Direct Growth
Very High Risk
  • NAV₹ 48.71
  • Fund Size₹ 1,077.95 Cr
1 Month Return3.28%
Category Return--
HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV₹ 108.54
  • Fund Size₹ 244.42 Cr
1 Month Return3.22%
Category Return1.98%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
HSBC Asset Management (India) Private Ltd
HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,34,896.27 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
phone icon
Phone
+91 22 66145000
mail icon
Email
hsbcmf@hsbc.co.in
aum
AUM
1,34,896.27 Cr (
As on May 31, 2025
)
location
Address
16, V N Road, Mumbai,400 001

bt_logoFAQ's

What is the category of HSBC Short Duration Fund Direct Plan Growth Option ?
The category of HSBC Short Duration Fund Direct Plan Growth Option is Fixed Income - Short Duration
What is the current NAV of HSBC Short Duration Fund Direct Plan Growth Option ?
The current NAV of HSBC Short Duration Fund Direct Plan Growth Option as on Jul 15, 2025 is ₹28.27
How safe is HSBC Short Duration Fund Direct Plan Growth Option ?
The risk level of HSBC Short Duration Fund Direct Plan Growth Option is Moderate.
What are short term returns given by HSBC Short Duration Fund Direct Plan Growth Option ?
The return given by HSBC Short Duration Fund Direct Plan Growth Option in 1 month is 0.67%, 3 months is 2.32%, 6 months is 5.55%, and 1 year is 9.62%
What are the long term returns given by HSBC Short Duration Fund Direct Plan Growth Option ?
The return given by HSBC Short Duration Fund Direct Plan Growth Option in 3 years is 7.83% and 5 years is 6.03%.
What is the expense ratio of HSBC Short Duration Fund Direct Plan Growth Option ?
The expense ratio of HSBC Short Duration Fund Direct Plan Growth Option is 0.27%
What is the AUM of HSBC Short Duration Fund Direct Plan Growth Option ?
The assets under Management (AUM) of HSBC Short Duration Fund Direct Plan Growth Option is Rs 3,928.37 crores.
What is the minimum investment in HSBC Short Duration Fund Direct Plan Growth Option ?
The minimum Lumpsum investment in HSBC Short Duration Fund Direct Plan Growth Option is ₹10,000.00 and the minimum SIP investment in HSBC Short Duration Fund Direct Plan Growth Option is ₹1,000.00
What is the asset allocation of HSBC Short Duration Fund Direct Plan Growth Option?
HSBC Short Duration Fund Direct Plan Growth Option has an exposure of 99.00% in Debt and 0.73% in Cash & Money Market Securities