HSBC Medium Duration Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.9%
Sharpe Ratio0.66
Beta1.60
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
6.79% Govt Stock 2034Utilities8.37%
Export Import Bank Of IndiaUtilities8.04%
Rural Electrification Corporation LimitedUtilities7.99%
Delhi International Airport LimitedUtilities4.71%
Aditya Birla Renewables LimitedUtilities4.16%
Small Industries Development Bank Of IndiaUtilities4.13%
Small Industries Development Bank Of IndiaUtilities4.12%
Aditya Birla Digital Fashion Ventures LimitedUtilities4.11%
LIC Housing Finance LtdUtilities4.06%
Power Finance Corporation LimitedUtilities4.02%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.08%
Regulatory & Tax Information
INF917K01TI8
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)