HSBC Medium Duration Fund
Direct · Growth ₹23.92
18 Aug 2026
NAV
7.4%
3Y CAGR
7.4%
5Y CAGR
7.7%
10Y CAGR
7.5%
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.
6.05
Sharpe
-3.5%
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.
0.40%
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 | ₹12.44 L | 7.7% | -0.5% | 16.7% |
| 3 Years | ₹36.00 L | ₹39.97 L | 7.3% | 4.9% | 9.9% |
| 5 Years | ₹60.00 L | ₹71.80 L | 7.3% | 6.1% | 8.6% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.2% | 6.5% | 8.1% |
| 10 Years | ₹1.20 Cr | ₹1.75 Cr | 7.5% | 7.1% | 7.8% |
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% | 7.2% |
| 3 Years | 7.3% | 7.5% |
| 5 Years | 7.3% | 7.1% |
| 7 Years | 7.2% | 7.2% |
| 10 Years | 7.5% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.8% | 8.1% | 1.9% | 13.3% | 0.52 | 1.04 | 100% | — | — |
| 3 Years | 7.4% | 7.5% | 5.5% | 9.6% | 0.96 | 4.47 | 100% | — | — |
| 5 Years | 7.4% | 7.3% | 6.3% | 8.8% | 1.40 | 21.84 | 100% | — | — |
| 10 Years | 7.7% | 7.7% | 7.3% | 8.1% | 6.05 | — | 100% | — | — |
-3.5%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
2.24
1Y
2.13
3Y
2.12
5Y
2.11
7Y
2.22
10Y