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Riskometer
Value Research Rating
As on 25-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
HSBC Low Duration Fund - Direct Plan
|
|
|
Low to Moderate
|
Please wait... |
0.25 |
|
|
|
Low to Moderate
|
Please wait... |
0.45 |
||
|
|
Moderate
|
Please wait... |
0.38 |
||
|
|
Low to Moderate
|
Please wait... |
0.38 |
||
|
|
Low to Moderate
|
Please wait... |
0.32 |
HSBC Low Duration Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame.
Mutual funds can be bought directly from the website of the fund house. For instance, HSBC Low Duration Fund - Direct Plan fund can be purchased from the website of HSBC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HSBC Low Duration Fund - Direct Plan is ₹26.0903 as of 26-Sep-2023.
The AUM of HSBC Low Duration Fund - Direct Plan Fund is ₹477 Cr as of 31-Aug-2023
The riskometer level of HSBC Low Duration Fund - Direct Plan is Low to Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
Power Finance Corporation Ltd SR BS215 Debenture 7.13 08/08/2025 |
7.31
|
|
Indian Railway Finance Corporation Ltd SERIES 132 Debenture 8.25 28/02/2024 |
5.65
|
|
Bharti Telecom Ltd SR XII Debenture 8.60 05/12/2024 |
5.58
|
|
GOI GOI FRB 22/09/2033 |
5.51
|
|
REC Ltd SR 205A Debenture 4.99 31/01/2024 |
5.34
|
As of 31-Aug-2023, HSBC Low Duration Fund - Direct Plan had invested 98.02% in Debt and 1.98% in Cash & Cash Eq. See More
HSBC Low Duration Fund - Direct Plan is 10 years 9 months old. It has delivered 7.41% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.45%
|
5.33%
|
6.23%
|
6.58%
|
7.47%
|
7.41%
|
The minimum SIP amount of HSBC Low Duration Fund - Direct Plan is ₹1,000.
No, There is no lock in period in HSBC Low Duration Fund - Direct Plan.
The expense ratio of HSBC Low Duration Fund - Direct Plan is 0.25%.
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