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Hsbc Medium Duration Fund Regular Plan Growth
NAV (Oct 25,2024)
HSBC Medium Duration Fund - Regular Plan - Growth is a mutual fund scheme that was established on 2nd February 2015. With assets under management (AUM) of INR 682.77 crore, this fund follows a medium duration investment strategy. It has a minimum investment requirement of INR 5000 and does not have any lock-in period. The expense ratio for this scheme is 1.1%. Consider investing in this fund for potential growth opportunities.
Hsbc Medium Duration Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Hsbc Medium Duration Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.20
- Sortino0.41
Fund Overview
1.10%
0%
No Lock-in
₹ 682.77 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderate
Investment Return Calculator
as on Oct 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,199.15 (1.99%) | ₹ 10,442.23 (4.42%) | ₹ 10,849.58 (8.50%) | ₹ 11,787.74 (17.88%) | ₹ 13,675.66 (36.76%) |
₹ 30,000 | ₹ 30,597.45 (1.99%) | ₹ 31,326.69 (4.42%) | ₹ 32,548.74 (8.50%) | ₹ 35,363.22 (17.88%) | ₹ 41,026.98 (36.76%) |
₹ 50,000 | ₹ 50,995.75 (1.99%) | ₹ 52,211.15 (4.42%) | ₹ 54,247.9 (8.50%) | ₹ 58,938.7 (17.88%) | ₹ 68,378.3 (36.76%) |
₹ 80,000 | ₹ 81,593.2 (1.99%) | ₹ 83,537.84 (4.42%) | ₹ 86,796.64 (8.50%) | ₹ 94,301.92 (17.88%) | ₹ 1,09,405.28 (36.76%) |
₹ 1,00,000 | ₹ 1,01,991.5 (1.99%) | ₹ 1,04,422.3 (4.42%) | ₹ 1,08,495.8 (8.50%) | ₹ 1,17,877.4 (17.88%) | ₹ 1,36,756.6 (36.76%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- GOI Jul10.47%
- First Business Receivables Trust Backed by receivables from Reliance Industries Reliance Retail Reliance Jio8.66%
- GOVERNMENT OF INDIA FEB8.33%
- GOVERNMENT ON INDIA AUG GSEC8.28%
- GOI FRB SEP7.60%
- ONGC Petro Additions Limited Letter of comfort from Oil & Natural Gas Corporation Limited7.33%
- Oriental Nagpur Betul Highway Limited Nhai Annuity Receivables4.45%
- Hinduja Leyland Finance Limited4.01%
- National Bank for Agriculture & Rural Development3.91%
- GOI AUG3.77%
- Bharti Telecom Limited3.68%
- Sansar Trust IX3.26%
- Aadhar Housing Finance Limited3.06%
- PNB Housing Finance Limited3.01%
- Jm Financial Services Limited2.95%
- Patel Knr Heavy Infrastructures Limited Nhai Annuity Receivables2.49%
- GOI JUN2.17%
- Yarrow Infrastructure Pvt Limited Vector green co obligor structure Sembcorp Temasek owned1.94%
- Phoenix ARC Limited Kotak Group Entity1.81%
- TMF Holdings Limited1.54%
- TVS Credit Services Limited1.49%
- DLF Cyber City Developers Limited1.45%
- Treps0.93%
- Embassy Office Parks REIT0.73%
- Vector Green Prayagraj Solar Pvt Limited Vector green co obligor structure Sembcorp Temasek owned0.71%
- Malwa Solar Power Generation Pvt Limited Vector green co obligor structure Sembcorp Temasek owned0.61%
- Sepset Constructions Pvt Limited Vector green co obligor structure Sembcorp Temasek owned0.60%
- Power Finance Corporation Limited0.44%
- CDMDF CLASS A0.24%
- Priapus Infrastructure Pvt Limited Vector green co obligor structure Sembcorp Temasek owned0.09%
- Citra Real Estate Limited Vector green co obligor structure Sembcorp Temasek owned0.09%
- Pay Fixed Receive Float-0.04%
- Net Current Assets including cash & bank balances-0.08%
- Miscellaneous46.41%
Holdings Analysis
Peer Comparison
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- 6M
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth | DEBT | Low | 556.11% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 9.90% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 8.76% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 7.81% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.36% |
Axis Strategic Bond Fund - Regular Plan - Growth | DEBT | Moderately High | 7.34% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 6.91% |
Union Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.82% |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 6.59% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | 6.13% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 10.11% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 8.05% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | 7.49% |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 7.27% |
DSP Bond Fund - Regular Plan - Growth | DEBT | Moderate | 7.22% |
Sundaram Medium Duration Fund - Growth | DEBT | Moderate | 6.83% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 6.76% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 6.59% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 6.57% |
Invesco India Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.43% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 12.85% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | 9.11% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 5.94% |
Axis Strategic Bond Fund - Regular Plan - Growth | DEBT | Moderately High | 5.88% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 5.66% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 5.40% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.34% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.20% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 5.19% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 4.10% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 8.58% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 7.67% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 7.28% |
Axis Strategic Bond Fund - Regular Plan - Growth | DEBT | Moderately High | 6.87% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 6.59% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 6.43% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 6.10% |
DSP Bond Fund - Regular Plan - Growth | DEBT | Moderate | 5.35% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 4.40% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | -0.98% |
Fund Managers
Mr. Shriram RamanathanFund Manager
Mr. Shriram Ramanathan has 14 years of experience .His previous assignments includes ING Investment Management Asia Pacific -Hong Kong,ING Investment Management (India) Private Limited,Zurich (India) Asset Management Company.
Mr. Kapil PunjabiFund Manager - Fixed Income
Mr. Kapil Punjabi is the Fund Manager of Taurus Liquid Fund and Taurus Ultra Short Term Income Fund.He will be the Co-Fund Manager for Taurus Short Term Income Fund, Taurus Dynamic Income Fund, Taurus Gilt Fund, Taurus MIP Advantage and Taurus FMPs.
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HSBC Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Plan - Growth
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