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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.27 | 7.35 | 6.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.54 | 5.82 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Short Duration Fund(Q-IDCW) | 0.40% | -0.60% | 0.78% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.02% | 0.03% | 0.50% |
Kotak Bond Short Term Fund(IDCW) | 8.89% | 4.84% | 6.76% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 1.17% | 2.36% | 6.43% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
8.31 %
Holdings
5.27 %
Holdings
4.49 %
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
₹ 1,29,526.67 Cr.
Shriram Ramanathan
AUM: ₹38,725.25 Cr.
|
Exp: 14yrs
Mohd Asif Rizwi
AUM: ₹14,696.23 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%