Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
HSBC Medium Duration Fund - Regular Plan
|
Moderate
|
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1.10 |
|||
Moderately High
|
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1.40 |
||||
Moderately High
|
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1.21 |
||||
Moderately High
|
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1.03 |
||||
Moderately High
|
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1.58 |
₹812 Cr
--
5,000
500
1,000
12
Investment Strategy
The scheme seek to generate income by investing primarily in debt and money market securities.
Suitability
"Medium Duration debt funds invest mainly in bonds maturing in about three to four years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
HSBC Medium Duration Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between three to four years.
Mutual funds can be bought directly from the website of the fund house. For instance, HSBC Medium Duration Fund - Regular Plan fund can be purchased from the website of HSBC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HSBC Medium Duration Fund - Regular Plan is ₹18.9630 as of 14-Aug-2024.
The AUM of HSBC Medium Duration Fund - Regular Plan Fund is ₹812 Cr as of 31-Jul-2024
The riskometer level of HSBC Medium Duration Fund - Regular Plan is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.10 08/04/2034 |
12.74
|
GOI Sec 7.32 13/11/2030 |
8.94
|
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 |
6.39
|
REC Ltd SR 220-A NCD 7.77 31/03/2028 |
6.36
|
Indian Railway Finance Corporation Ltd SR 172A Debenture 7.41 15/10/2026 |
6.28
|
As of 31-Jul-2024, HSBC Medium Duration Fund - Regular Plan had invested 99.31% in Debt and 0.69% in Cash & Cash Eq. See More
HSBC Medium Duration Fund - Regular Plan is 9 years 6 months old. It has delivered 6.94% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
7.72%
|
5.47%
|
6.36%
|
5.92%
|
--
|
6.94%
|
No, There is no lock in period in HSBC Medium Duration Fund - Regular Plan.
The expense ratio of HSBC Medium Duration Fund - Regular Plan is 1.10.