HSBC Short Duration Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 1249.29
Expense Ratio
0.3%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
30.7815
(0.08 %)
NAV as on 2018-11-14
Returns
Fund
HSBC Short Duration Fund - Direct Plan
1 Year
5.44%
3 Year
7.37%
5 Year
8.5%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
16, V N Road, Fort, Mumbai 400001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate regular returns through a diversified portfolio of fixed income securities, it caters to investors with a short to medium term investment horizon. It will invest atleast 40 per cent of its assets in instruments with average maturity less than 367 days and upto 60 per cent in instruments with average maturity greater than an year.
Suitability
Regular income over medium term.
• Investment in diversified portfolio of fixed income securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,096
Portfolio Value
96
Total Returns