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HSBC Short Duration Fund - Direct Plan - Regular Plan

Moderate Risk
Rs 28.50  
0.01
  |  
 NAV as on Sep 26, 2025
Benchmark
NIFTY Short Duration Debt Index
Expense Ratio
0.27%
Fund Size
Rs 4,451 Crores
Exit Load
0.00%
Min. Investment
Rs 5,000

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Sector Allocation

HSBC Short Duration Fund - Direct Plan - Regular Plan Fund Details

Investment Objective - The investment objective of the Scheme is to generate returns for investors with a short-term investment horizon by investing in fixed income securities of shorter term maturity.

Return Since Launch
8.57%
Launch Date
Jan 1, 2013
Type
Open Ended
Riskometer
Moderate

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)0.170.671.314.428.317.876.167.348.57
Category Average (%)0.150.671.224.117.597.345.28NA7.10
Rank within Category998086263348542127

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
66.7722,3390.190.741.504.548.728.487.268.3116.070.45
58.2618,2210.160.711.204.308.258.166.607.8114.840.38
33.5817,9990.190.651.324.378.338.196.767.779.970.40
34.7116,6820.200.771.424.498.508.086.437.5610.260.40
34.3312,2870.180.731.484.708.918.306.817.9310.170.38
62.0910,7820.070.831.114.158.208.156.307.5015.410.33
52.3110,7110.200.691.404.398.468.237.018.1213.870.36
58.358,8510.210.721.394.628.798.347.007.8014.850.38
28.504,4510.170.671.314.428.377.876.167.348.570.27
51.383,6980.150.621.174.268.187.936.317.4313.710.35
View All
Sep 26, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,418 (+8.37%)

Fund Manager

Jalpan Shah

Mr. Jalpan Shah holds B.E. (Mechanical), PGDM. Prior to joining Trust Mutual Fund,he was associated with HSBC Mutual Fund, L&T Mutual Fund, FIL Fund Management Private Limited (Dec 2007-Nov 2012), Lotus India Asset Management Company Private Limited (Sep 2007-Nov 2007) as a Research Analyst, UTI Asset Management Company Private Limited (July 2006-Aug 2007) as a Research Analyst and UTI Asset Management Company Private Limited(May 2004-June 2006) as a Sales & Marketing Manager.

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Here is the list of funds managed by Jalpan Shah

Scheme Name(Growth Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Debt - Banking & PSU25.944,5088.325.78
Debt - Short Duration28.504,4518.376.16
Debt - Liquid1,294.398596.83NA
Debt - Gilt75.502624.115.71
Debt - Dynamic Bond32.231705.915.92
Debt - Money Market1,245.111457.61NA
Debt - Banking & PSU1,317.641348.04NA
Debt - Overnight1,241.341256.10NA
Debt - Short Duration1,295.611068.26NA
Debt - Corporate Bond1,219.83387.42NA
View All
Sep 26, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
88.1915,886-4.69-0.21-4.4610.29-10.3721.1631.1019.5621.090.65
2,663.6615,0050.080.461.433.246.917.115.736.267.990.12
120.4613,532-3.36-1.07-3.2510.62-4.0425.4327.0517.0321.570.76
438.3511,749-3.94-0.10-0.9616.05-4.3225.2824.8217.2434.550.65
79.206,2250.220.711.454.678.418.156.357.6617.640.29
63.535,475-3.230.560.8714.09-0.2617.1617.5312.3015.620.84
Sep 26, 2025
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