HSBC Short Duration Fund - Regular Annual IDCW

HSBC Short Duration Fund - Regular Annual IDCW is a scheme launched by HSBC Mutual Fund on October 13, 2015, and falls under the Short Duration fund category. It currently manages an AUM of Rs 4,526.69 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 0.75% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HSBC Short Duration Fund - Regular Annual IDCW trailing returns over different times are -0.09% (1 year), -0.68% (3 year) and -1.32% (5 year). The average annual return of this fund stands at -2.09%.