SR
Shriram RamanathanFund Manager Since 2 Feb 2015
Fixed IncomeMedium Duration
HSBC Medium Duration Fund Direct Growth
3Y Annualised
7.11%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.60%
0.06% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
10 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹744.08 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Medium Term Plan Direct Plan Payout Inc Dist cum Cap Wdrl
2.62%
2nd
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
2.62%
3rd
Aditya Birla Sun Life Medium Term Plan Direct Plan Half Yearly Payout Inc Dist cum Cap Wdrl
2.62%
4th
Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.62%
5th
Aditya Birla Sun Life Medium Term Plan Regular Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.57%
77th
HSBC Medium Duration Fund Direct Growth
0.60%
Fund Managers
JS
Jalpan ShahFund Manager Since 20 Mar 2020
About HSBC Medium Duration Fund Direct Growth
HSBC Medium Duration Fund Direct Growth is a Fixed Income mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 10 years, having been launched on 2015-02-02. HSBC Medium Duration Fund Direct Growth has ₹744.08 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of HSBC Medium Duration Fund Direct Growth as of Wed Mar 12 2025 is ₹21.5429. The fund has an expense ratio of 0.39%, which is medium comparable to most other Fixed Income funds.
HSBC Medium Duration Fund Direct Growth returns for the last 1 year are 8.48%. Since launch, it has delivered 7.89% average annual returns.
The HSBC Medium Duration Fund Direct Growth has the majority of its money invested in null sectors.
Top 5 Holdings of HSBC Medium Duration Fund Direct Growth.
- 7.32% Govt Stock 2030: 18.42%
- Rural Electrification Corporation Limited: 8.23%
- 6.79% Government Of India (07/10/2034): 7.07%
- 7.18% Govt Stock 2037: 6.27%
- Delhi International Airport Limited: 4.70%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2015-02-02 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Medium Duration Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from HSBC Asset Management (India) Private Ltd
HSBC Corporate Bond Fund Growth
Fixed IncomeCorporate Bond
3Y CAGR
5.99%
expense ratio
0.64%
fund size
₹5826.55 Cr
HSBC Credit Risk Fund Direct Plan Growth
Fixed IncomeCredit Risk
3Y CAGR
6.77%
expense ratio
0.86%
fund size
₹583.92 Cr
HSBC Dynamic Bond Fund Growth
Fixed IncomeDynamic Bond
3Y CAGR
6.44%
expense ratio
0.76%
fund size
₹157.91 Cr
HSBC Balanced Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
11.34%
expense ratio
0.80%
fund size
₹1484.41 Cr
HSBC Large Cap Fund - Growth Direct
EquityLarge-Cap
3Y CAGR
13.31%
expense ratio
1.22%
fund size
₹1827.54 Cr
FAQs
What is the current NAV of HSBC Medium Duration Fund Direct Growth?
What are the average returns of HSBC Medium Duration Fund Direct Growth?
How do I invest in HSBC Medium Duration Fund Direct Growth?
What is the expense ratio of HSBC Medium Duration Fund Direct Growth?
What are net assets under management (AUM) of HSBC Medium Duration Fund Direct Growth?
What is the PE and PB ratio of HSBC Medium Duration Fund Direct Growth?
What are the top 5 holdings of HSBC Medium Duration Fund Direct Growth?
What are the top 3 sectors that HSBC Medium Duration Fund Direct Growth has invested in?
Who is the manager of HSBC Medium Duration Fund Direct Growth?
What is the exit load of HSBC Medium Duration Fund Direct Growth?
How to Redeem HSBC Medium Duration Fund Direct Growth?
Can I invest in SIP and a Lump Sum of HSBC Medium Duration Fund Direct Growth?
