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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 7.70 | 5.21 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.50 | 4.54 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY Medium Duration Debt Index |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Medium Duration Fund(IDCW-Payout) | 1.24% | -0.38% | 1.47% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 9.10% | 6.69% | 6.18% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.96% | 0.79% | 0.71% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | 0.38% | 0.05% | -0.38% |
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
9.70 %
Holdings
6.45 %
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
₹ 1,27,405.79 Cr.
Shriram Ramanathan
AUM: ₹38,115.04 Cr.
|
Exp: 14yrs
Kapil Punjabi
AUM: ₹46,029.11 Cr.
|
Exp: 6yrs
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%