HSBC Medium to Long Duration Fund Institutional-Growth
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Debt, Medium to Long Duration, Principal at moderate risk
1 Year Return 0.0% at 23 Dec 2025 09:44 AM
Fund Details
NAV 10.3921
Sub-Type Medium to Long Duration
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 22.27
Fund Size(in Crores) 48.6
Fund Performance
1 Month 0.0%
3 Month 0.0%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
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 (99.97%) Market Cap Large Cap 77.67 Mid Cap 22.26 Small Cap 0.04 Top Sectors Healthcare 21.59 Financial 21.46 Technology 11.2 Consumer Staples 11.07 Insurance 10.93 Materials 8.51 Automobile 5.85 Communication 4.17 Chemicals 3.39 Textiles 1.8 Top Holding TVS Motor Company 3.47 Ultratech Cement 2.93 Page Industries 1.8 HDFC Bank 4.39 ICICI Bank 4.25 Tata Consultancy 2.79 Dr. Reddy's Laboratories 3.6 SBI Life Insurance Company 3.8 Bajaj Finance 3.88 Torrent Pharmaceuticals 2.91 TVS Motor Company - Pref. Shares 0.04 United Spirits 3.2 Shree Cement 2.64 Bosch 2.34 ICICI Lombard Gen. Insurance 3.2 Tech Mahindra 2.78 Grasim Industries 2.94 Bajaj Finserv 3.44 Infosys 2.7 HCL Technologies 2.93 Kotak Mahindra Bank 3.53 Britannia Industries 3.84 SBI Cards 1.97 Lupin 2.93 Sun Pharmaceutical Industries 4.36 HDFC Life Insurance 3.93 Bharti Airtel 4.17 Pidilite Industries 3.39 Apollo Hospitals Enterprise 4.18 ITC 4.03 Divi's Laboratories 3.61
Debt & Others (0.03%) Sector Allocation Net Payables -0.16 Margin Money 0 Repo 0.19 Debt Credit Ratings Debt Category Others 0.03
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-Growth Ret 1M 0.27% Ret 1Y 7.64% Ret 3Y 7.66% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Daily Reinvestment Ret 1M 0.27% Ret 1Y 7.64% Ret 3Y 7.66% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Weekly Ret 1M 0.27% Ret 1Y 7.64% Ret 3Y 7.66% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Growth Ret 1M 0.27% Ret 1Y 7.64% Ret 3Y 7.66% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Weekly IDCW Ret 1M 0.27% Ret 1Y 7.64% Ret 3Y 7.66% Ret 5Y 6.27%
Equity, Flexi Cap funds Axis Floater Fund Regular-Growth Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Daily Reinvestment Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Payout Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Payout Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.07% Ret 1Y 7.34% Ret 3Y 7.83% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0%
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.
Kapil Punjabi
Education Mr. Kapil Punjabi is MMS from Mumbai University.
Experience Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. 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) 0
Date of Incorporation 2003-09-15
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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