HSBC Medium to Long Duration Fund Direct Growth

Scheme code: INF336L01DE2 NAV value: ₹ 46.7091 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium to Long Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.4010.988.428.21
3 year2.967.104.726.5
5 year5.048.526.576.99
7 year4.889.256.927.33
10 year6.367.536.937.54
12 year6.857.116.977.54

Rolling return for 1 year

- Average return: 8.42% - Median return: 8.54% - Average standard deviation: 0.7

Rolling return for 3 year

- Average return: 4.72% - Median return: 4.62% - Average standard deviation: 0.28

Rolling return for 5 year

- Average return: 6.57% - Median return: 6.4% - Average standard deviation: 0.18

Rolling return for 7 year

- Average return: 6.92% - Median return: 6.55% - Average standard deviation: 0.14

Rolling return for 10 year

- Average return: 6.93% - Median return: 6.96% - Average standard deviation: 0.11

Rolling return for 12 year

- Average return: 6.97% - Median return: 6.95% - Average standard deviation: 0.07

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,48,15748,1574.02
3 year36,00,00038,62,7832,62,7832.38
5 year60,00,00069,96,4779,96,4773.12
7 year84,00,0001,05,76,15721,76,1573.35
10 year1,20,00,0001,64,71,59444,71,5943.22
12 year1,44,00,0002,17,24,09673,24,0963.49

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,157 - Absolute Returns: ₹48,157 - CAGR: 4.02%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,62,783 - Absolute Returns: ₹2,62,783 - CAGR: 2.38%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,96,477 - Absolute Returns: ₹9,96,477 - CAGR: 3.12%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,76,157 - Absolute Returns: ₹21,76,157 - CAGR: 3.35%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,64,71,594 - Absolute Returns: ₹44,71,594 - CAGR: 3.22%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,17,24,096 - Absolute Returns: ₹73,24,096 - CAGR: 3.49%