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HSBC Short Duration Fund - Direct Plan - Regular Plan

Moderate Risk
Rs 28.49  
0.02
  |  
 NAV as on Sep 24, 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 (%)0.160.561.224.508.327.856.157.348.57
Category Average (%)0.130.531.144.177.677.325.27NA7.09
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(%)
66.7322,3390.160.601.424.618.768.467.248.3016.070.45
58.2218,2210.120.521.084.338.338.136.587.8014.840.38
33.5617,9990.130.501.224.468.418.186.747.779.970.40
34.6916,6820.160.611.334.588.618.076.427.5510.260.40
34.3212,2870.160.611.394.799.038.286.797.9210.170.38
62.0710,7820.130.581.044.268.348.136.297.5015.420.33
52.2710,7110.130.511.284.438.548.216.998.1113.870.36
58.308,8510.160.551.264.648.848.316.987.7914.850.38
28.494,4510.160.561.224.508.457.856.157.348.570.27
51.353,6980.110.441.074.338.227.916.307.4313.710.35
View All
Sep 24, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,423 (+8.45%)

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 & PSU25.924,5088.315.78
Debt - Short Duration28.494,4518.456.15
Debt - Liquid1,294.148596.85NA
Debt - Gilt75.532624.665.69
Debt - Dynamic Bond32.241706.365.92
Debt - Money Market1,244.821457.63NA
Debt - Banking & PSU1,316.951348.04NA
Debt - Overnight1,240.971256.11NA
Debt - Short Duration1,295.401068.34NA
Debt - Corporate Bond1,219.12387.49NA
View All
Sep 24, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
90.8215,886-1.620.98-0.6810.31-8.6221.1132.4119.9121.420.65
2,663.1715,0050.090.471.433.286.937.125.736.267.990.12
123.2413,532-1.060.000.4911.26-1.7225.2228.2117.3021.800.76
450.3811,749-1.431.502.7817.12-2.4525.5125.8917.5634.850.65
79.166,2250.130.561.354.768.448.116.327.6617.640.29
64.835,475-1.251.653.6214.961.4017.2918.3712.5215.810.84
Sep 24, 2025
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