HSBC Short Duration Fund Regular - IDCW
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Debt, Short Duration, Principal at moderate risk
1 Year Return 7.68% at 23 Dec 2025 09:47 AM
Fund Details
NAV 11.039
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹1000.0
Fund Age(Year) 13.99
Fund Size(in Crores) 4538.78
Fund Performance
1 Month 0.07%
3 Month 1.23%
6 Month 2.46%
1 Year 7.68%
3 Year 7.22%
5 Year 5.45%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Treasury Bills 6.72 Floating Rate Bond 8.73 CBLO 3.91 Debt Credit Ratings AAA 50.69 A1+ 26.09 AA+ 12.78 SOV 6.72 Cash & Call Money 3.48 Debt Category Punjab National Bank 4.33 REC 8.36 Power Fin. Corp. 7.86 HDB Financial Services 4.35
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.68%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Asif Rizwi
Education Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Shriram Ramanathan
Education Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Experience Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2011-12-27
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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