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HSBC Low Duration Fund - Regular Growth

  • Debt
  • Low Duration
  • Low to Moderate
  • Current NAV

    ₹25.91 0.0035%

    15-04-2024
  • Annual Returns

    7.35%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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  • Debt 98.57%
  • Others 1.16%

Market Cap

Allocation
Others 98.57

Sector Allocation

Financial

Sovereign

Communication

Energy

Capital Goods

Construction

Diversified

Services

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.42% Bajaj Housing Finance Ltd. 12/07/2024 Financial 5.47% 0%
7.13% Power Finance Corporation Ltd. 08/08/2025 Financial 5.4% 0%
8.6% Bharti Telecom Ltd. 05/12/2024 Communication 5.33% 0%
7.79% REC Ltd. 29/11/2025 Financial 5.33% 0%
7.59% Small Industries Devp. Bank of India Ltd. 10/02/2026 Financial 5.27% 0%
ONGC Petro Additions Ltd.% 11/04/2025 Energy 5.26% 0%
6.4% Jamnagar Utilities and Power Pvt. Ltd. 29/09/2026 Capital Goods 5.21% 0%
5.23% National Bank For Agriculture & Rural Development 31/01/2025 Financial 5.15% 0%
Panatone Finvest Ltd% 183-D 19/07/2024 Financial 5.08% 0%
Axis Bank Ltd.% 19/09/2024 Financial 5.03% 0%
ICICI Bank Ltd.% 31/01/2025 Financial 4.9% 0%
Canara Bank% 22/01/2025 Financial 4.9% 0%
Kotak Mahindra Bank Ltd.% 05/02/2025 Financial 4.89% 0%
Bank Of Baroda% 20/02/2025 Financial 4.88% 0%
GOI% 22/09/2033 Sovereign 4.4% 0%
7.38% GOI 20/06/2027 Sovereign 4.3% 0%
6.7% DLF Cyber City Developers Ltd. 30/09/2024 Construction 3.17% 0%
HDFC Bank Ltd.% 14/06/2024 Financial 3.08% 0%
11.6% Hinduja Leyland Finance Ltd. 29/09/2024 Financial 2.8% 0%
9.1% Phoenix ARC Pvt Ltd. 21/02/2025 Diversified 2.62% 0%
5.59% Small Industries Devp. Bank of India Ltd. 21/02/2025 Financial 2.06% 0%
6.69% GOI 27/06/2024 Sovereign 1.06% 0%
5.63% GOI 12/04/2026 Sovereign 1.04% 0%
7.7% TMF Holdings Ltd. 25/02/2025 Financial 1.04% 0%
Andhra Pradesh Expressway Ltd.% 15/10/2024 Services 0.9% 0%

Market Cap

Allocation
Others 1.16

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.4% 0%
Others Others -1.24% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for HSBC Low Duration Fund?

The top holdings of this fund are 7.42% Bajaj Housing Finance Ltd. 12/07/2024, 7.13% Power Finance Corporation Ltd. 08/08/2025, 8.6% Bharti Telecom Ltd. 05/12/2024, 7.79% REC Ltd. 29/11/2025, 7.59% Small Industries Devp. Bank of India Ltd. 10/02/2026

Top 5 Sector for HSBC Low Duration Fund?

The major sectors of this fund are Financial, Sovereign, Communication, Energy, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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