Debt
●
Low Duration
Current NAV
₹29.20
Expense Ratio
1.08%
Min SIP
NA
Fund Size
₹1017Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil
Alpha
0.06%
Beta
0.98
Sharpe Ratio
0.326214
Risk
7.76%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(8.83)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Shriram Ramanathan
HSBC Low Duration FundTotal assets under management
₹130.99L Crores
Date of incorporation
12 Dec 2001
Ans.
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Ans. The HSBC Low Duration Fund has an AUM of ₹1016.82 Cr as on 10/3/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.21%. The risk is Low to Moderate against the category average of 23.22.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on HSBC Low Duration Fund.
Ans. The expense ratio of HSBC Low Duration Fund is 1.08%.