• 1 Year Returns: -2.91%
• 3 Year Returns: -1.22%
• 5 Year Returns: -1.64%

• Public Banks | 22.15%
• G-Sec | 19.90%
• Specialized Finance | 12.35%
• Investment Banking & Brokerage | 9.55%
• Consumer Finance | 8.39%

• 6.94% GOI 11-May-2036 | 4.16%
• Treps | 3.22%
• Shivshakti Securitisation Trust** | 2.47%
• Embassy Office Parks REIT** | 2.39%
• 6.68% GOI 07Jul2040 | 2.33%

• Corporate Debt | 61.72%
• Government Securities | 19.90%
• Certificate of Deposit | 12.07%
• Secured Debt | 5.23%
• Cash & Equivalents | 0.79%

The alpha ratio for the HSBC Short Duration Fund-Reg(A-IDCW) is 0.42

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the HSBC Short Duration Fund-Reg(A-IDCW) is 1.15

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the HSBC Short Duration Fund-Reg(A-IDCW) is 0.75

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the HSBC Short Duration Fund-Reg(A-IDCW) is 0.09

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.