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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.22 | 7.47 | 11.62 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.54 | 10.14 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Ultra Short Duration Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Ultra Short Duration Fund(W-IDCW) | 0.05% | -0.01% | 0.17% |
Aditya Birla SL Savings Fund(W-IDCW) | -0.08% | -0.13% | 0.02% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.08% | 0.08% | 0.15% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.04% | 0.03% | 0.15% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
5.71 %
Holdings
4.91 %
Holdings
3.77 %
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
₹ 1,27,755.80 Cr.
Mahesh Chhabria
AUM: ₹48,040.59 Cr.
|
Exp: 11yrs
BCom, FCA (ICAI), CFA (ICFAI), FRM (GARP)
Mr. Mahesh Chhabria has 10 Years of experience in Mutual fund industry. At present he is in FIL Fund Management Private Limited as Credit Analyst and Assistant Portfolio Manager.
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%