Low Duration Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
273.99 Cr.
(As of 18 May, 2022)
Benchmark
CRISIL Low Duration Fund TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
To seek to provide liquidity and reasonable returns by investing primarily in a mix of debt and money market instruments such that theMacaulay duration of the portfolio is between 6 months to 12 months. However there can be no assurance or guarantee that the investment objective of thescheme would be achieved
Fund manager
Kapil Punjabi
Exit load
N / A
Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Power Grid Corporation Of India Limited
11.88%
Housing Development Finance Corporation Ltd
10.78%
Bajaj Finance Limited
6.36%
LIC Housing Finance Limited
6.29%
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
This fund is rated 2 stars by Morning Star Ratings.
HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.
We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.
Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.
HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing: