HSBC Short 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 Deviation1.2%
Sharpe Ratio1.71
Beta1.49
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.32% Govt Stock 2030Utilities4.35%
6.79% Govt Stock 2034Utilities3.51%
Small Industries Development Bank Of IndiaUtilities2.74%
National Bank For Agriculture And Rural DevelopmentUtilities2.73%
Bajaj Finance LimitedUtilities2.66%
Power Finance Corporation Ltd.Utilities2.65%
Rec LimitedUtilities2.60%
Sundaram Finance Ltd.Utilities2.58%
Embassy Office Parks REITUtilities2.56%
6.33% Government Of IndiaUtilities2.33%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.72%
Regulatory & Tax Information
INF917K01CK0
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)