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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 6.83 | 2.86 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.15 | 2.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Medium to Long Duration Debt Index |
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Medium to Long Duration Fund Fund | 9.64% | 5.47% | 6.97% |
ICICI Pru Bond Fund | 9.45% | 6.67% | 8.17% |
Kotak Bond Fund | 10.16% | 6.55% | 7.86% |
Aditya Birla SL Income Fund | 9.59% | 6.08% | 7.97% |
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
31.18 %
Holdings
20.69 %
Holdings
20.35 %
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
₹ 1,30,090.75 Cr.
Kapil Punjabi
AUM: ₹44,329.63 Cr.
|
Exp: 6yrs
Shriram Ramanathan
AUM: ₹38,517.51 Cr.
|
Exp: 14yrs
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%