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HSBC Short Duration Fund
Fund Overview
| AUM (Fund size) | ₹4,438 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 13 yrs 11 m since Dec 07, 2011 |
| Benchmark | NIFTY SD Debt Index A-II |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.68% as on Oct 31, 2025 |
| Plan type | Regular |
| 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 Short Duration Fund | 0.43% | 2.56% | 8.16% | 7.39% | 5.5% | 6.76% |
| UTI Short Duration Fund | 0.4% | 2.56% | 7.79% | 7.52% | 6.89% | 6.26% |
| ICICI Prudential Short Term Fund | 0.57% | 2.98% | 8.26% | 7.78% | 6.37% | 7.48% |
| Sundaram Short Duration Fund | 0.43% | 2.4% | 7.69% | 7.47% | 7.12% | 6.23% |
| UTI Short Duration Fund | 0.4% | 2.56% | 7.79% | 7.28% | 6.61% | 5.91% |
| SBI Short Term Debt Fund | 0.48% | 2.68% | 8.29% | 7.55% | 5.73% | 6.95% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HSBC Short Duration Fund | 0.99 | 2.70 | 0.95 | 1.73 |
| UTI Short Duration Fund | 0.88 | 2.41 | 1.19 | 2.16 |
| ICICI Prudential Short Term Fund | 0.78 | 1.96 | 1.63 | 2.69 |
| Sundaram Short Duration Fund | 1.01 | 2.72 | 0.99 | 1.75 |
| UTI Short Duration Fund | 0.89 | 2.40 | 0.92 | 1.68 |
| SBI Short Term Debt Fund | 0.95 | 2.57 | 1.17 | 2.02 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HSBC Short Duration Fund | 4,438 Cr | 13 yrs 11 m | 0.68% |
| UTI Short Duration Fund | 3,381 Cr | 18 yrs 2 m | 0.83% |
| ICICI Prudential Short Term Fund | 22,880 Cr | 24 yrs 1 m | 1.06% |
| Sundaram Short Duration Fund | 194 Cr | 22 yrs 6 m | 0.89% |
| UTI Short Duration Fund | 3,381 Cr | 22 yrs 5 m | 0.83% |
| SBI Short Term Debt Fund | 17,442 Cr | 18 yrs 4 m | 0.82% |