HSBC Medium to Long Duration Fund - Regular Growth

HSBC Medium to Long Duration Fund - Regular Growth is a scheme launched by HSBC Mutual Fund on December 10, 2002, and falls under the Medium to Long Duration fund category. It currently manages an AUM of Rs 47.75 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 1.9% for managing the portfolio.

• Investing Strategy:

  To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.

• Performance:

  HSBC Medium to Long Duration Fund - Regular Growth trailing returns over different times are 5.75% (1 year), 6.13% (3 year) and 4.52% (5 year). The average annual return of this fund stands at 4.49%.