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HSBC Medium Duration Fund - Direct Growth

HSBC · Scheme 151146

₹23.92▼ 0.08%NAV · 2026-09-18
77
Strong FundScore
Start SIP
AUM
₹694 cr
Expense ratio
0.41%
3Y CAGR
8.0%
Risk level
Low
Min SIP
₹1,000
Benchmark
CRISIL Medium Duration Debt Index
Fund manager: Jalpan ShahExit load: Nil
Strong · 77/100

A high-quality fund that scores well on the factors that matter.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Excellent risk-adjusted returns (Sharpe 1.26) — reward isn't just from taking more risk.
  • ✓Protects capital well — worst-ever fall was only 1%.
  • ✓Low volatility (1% a year) — a steady, low-drama ride.
  • ✓Low cost — 0.41% expense ratio means more of the return stays with you.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •3Y CAGR: +8.0%
  • •1Y return: +6.4%

FundScore breakdown

77/100 · Strong
How it works →
35
Returns
Weak
100
Consistency
Excellent
83
Risk-adjusted
Excellent
100
Downside protection
Excellent
90
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.