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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.60 | 10.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 7.58 | 10.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Low Duration Fund(IDCW) | 0.02% | -0.04% | 0.78% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.03% | 0.04% | 0.11% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.06% | 0.06% | 0.10% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.94% | 6.45% | 2.36% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
7.81 %
Holdings
6.40 %
Holdings
6.28 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,28,012.43 Cr.
Shriram Ramanathan
AUM: ₹38,544.93 Cr.
|
Exp: 14yrs
Mohd Asif Rizwi
AUM: ₹14,556.71 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%