HSBC Low Duration Fund
Direct · Growth ₹32.55
18 Aug 2026
NAV
7.4%
3Y CAGR
7.2%
5Y CAGR
7.3%
10Y CAGR
7.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.33
Sharpe
-2.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.39%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 7.7% | 1.0% | 12.3% |
| 3 Years | ₹36.00 L | ₹40.02 L | 7.4% | 4.6% | 10.5% |
| 5 Years | ₹60.00 L | ₹71.01 L | 7.0% | 5.2% | 9.5% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 6.7% | 5.8% | 8.0% |
| 10 Years | ₹1.20 Cr | ₹1.68 Cr | 6.8% | 6.6% | 7.1% |
| 12 Years | ₹1.44 Cr | ₹2.23 Cr | 7.1% | 6.9% | 7.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.7% | 7.3% |
| 3 Years | 7.4% | 7.1% |
| 5 Years | 7.0% | 6.8% |
| 7 Years | 6.7% | 6.7% |
| 10 Years | 6.8% | 6.6% |
| 12 Years | 7.1% | 6.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 7.8% | 2.4% | 12.4% | 0.57 | 1.26 | 100% | — | — |
| 3 Years | 7.4% | 7.1% | 4.8% | 10.7% | 0.59 | 1.83 | 100% | — | — |
| 5 Years | 7.2% | 6.7% | 5.7% | 9.7% | 0.57 | 2.01 | 100% | — | — |
| 10 Years | 7.3% | 7.3% | 7.0% | 7.8% | 5.33 | — | 100% | — | — |
-2.7%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
2.83
1Y
2.75
3Y
2.65
5Y
2.63
7Y
2.71
10Y
2.81
12Y