Rating : ★ ★ ☆ ☆ ☆
HSBC Short Duration Fund Quarterly Payout of Income Distribution cum Cap Wrdl
 ÂShort Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
3394.28 Cr.
(As of 31 Aug, 2023)
Benchmark
Nifty Short Duration Debt TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
Objective
To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
 
Fund manager
Shriram Ramanathan
Exit load
N / A
Minimum sip
₹0
Minimum investment
₹10000
Top Holdings
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.
Company
Assets
7.38% Govt Stock 2027
15.46%
05.27 GJ Sdl 2024
10.92%
7.35% Govt Stock 2024
7.15%
07.89 GJ Sdl 2025
5.59%
Sector Allocation
About the Scheme Type
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
Ratings
This fund is rated 2 stars by Morning Star Ratings.
★ ★ ☆ ☆ ☆
Overview of L&T Investment Management Ltd
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:
- A clear investment philosophy
- A focus on longer-term valuations and risk-adjusted performance
- In-depth research and analysis to support investment decisions
- A global investment platform capturing insights and broader perspectives
- Comprehensive portfolio construction and risk management tools