← Back to Funds
HSBC Medium Duration Fund
Fund Overview
| Expense ratio | 0.4% as on Aug 31, 2025 |
| Exit load | 0% |
| AUM (Fund size) | ₹770 Cr |
| Lock-in Period | Nil |
| Age | 10 yrs 8 m since Jan 22, 2015 |
| Benchmark | NIFTY Medium Duration Debt Index A-III |
| Min. investment | SIP: ₹1000 & Lumpsum: ₹5000 |
| Risk | Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| HSBC Medium Duration Fund | 0.81% | 3.98% | 8.56% | 8.57% | 7.39% | 7.76% |
| ICICI Prudential Medium Term Bond Fund | 1.04% | 4.6% | 9.27% | 8.6% | 7.61% | 8.23% |
| Axis Strategic Bond Fund | 0.8% | 4.29% | 8.89% | 8.76% | 7.63% | 8.28% |
| Aditya Birla Sun Life Medium Term Fund | 0.85% | 4.77% | 13.11% | 10.24% | 12.7% | 9.3% |
| SBI Magnum Medium Duration Fund | 0.86% | 3.65% | 7.93% | 8.25% | 6.93% | 8.69% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HSBC Medium Duration Fund | 1.35 | 0.76 | 1.23 | 2.03 |
| ICICI Prudential Medium Term Bond Fund | 1.06 | 0.56 | 1.53 | 2.77 |
| Axis Strategic Bond Fund | 1.26 | 0.68 | 1.45 | 2.58 |
| Aditya Birla Sun Life Medium Term Fund | 1.76 | 0.51 | 1.84 | 4.23 |
| SBI Magnum Medium Duration Fund | 1.29 | 0.71 | 1.03 | 1.69 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HSBC Medium Duration Fund | 770 Cr | 10 yrs 8 m | 0.4% |
| ICICI Prudential Medium Term Bond Fund | 5,704 Cr | 12 yrs 8 m | 0.74% |
| Axis Strategic Bond Fund | 1,888 Cr | 12 yrs 8 m | 0.72% |
| Aditya Birla Sun Life Medium Term Fund | 2,829 Cr | 12 yrs 8 m | 0.82% |
| SBI Magnum Medium Duration Fund | 6,516 Cr | 12 yrs 8 m | 0.71% |