HSBC Low Duration Fund - Regular Monthly IDCW

HSBC Low Duration Fund - Regular Monthly IDCW is a fund scheme from HSBC mutual fund. It falls under a Low Duration category. After being launched on 2010-12-04. HSBC Low Duration Fund - Regular Monthly IDCW has achieved Rs 420.18 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 0 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 0.63%.

• Investing Strategy:

  The investment objective is to provide liquidity and reasonable returns by investing primarily in a mix of short term debt and money market instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months.

• Performance:

  HSBC Low Duration Fund - Regular Monthly IDCW trailing returns over different times are 1.25% (1 year), 0.23% (3 year), 0.38% (5 year). The average annual return of this fund stands at 1.25%

• Fund Manager & Portfolio Allocation:

  Shriram Ramanathan, Asif Rizwi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as , Sectors. First five holdings of this fund are National Bank For Agriculture And Rural Development, Bajaj Housing Finance Limited, National Housing Bank, Rec Limited, Small Industries Development Bank Of India, HDFC Bank Limited, ICICI Bank Limited, Kotak Mahindra Bank Limited 2025, Bank Of Baroda, Canara Bank Companies.