HSBC Short Duration Fund

HSBC Short Duration Fund

Debt

HSBC Mutual Fund

Short Duration

Get the latest NAV of HSBC Short Duration Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹29.06

NAV as on 25 Mar 2026

7.62%/per year

Since Inception

Absolute Gain%

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33 people have invested ₹ 7.1L in HSBC Short Duration Fund in the last three months

HSBC Short Duration Fund Performance vs. Short Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)

The fund has consistently outperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.25%
0.59%
1.98%
6.57%
7.4%
6.09%
Short Duration Index
-0.42%
0.32%
1.69%
5.85%
6.04%
5.54%
Short Duration Avg
-0.43%
0.32%
1.57%
5.79%
7.13%
6.24%
Best in Short Duration
0.04%
0.93%
2.53%
7.27%
8.07%
10.63%
Worst in Short Duration
-0.39%
0.51%
1.94%
6.03%
7.15%
5.91%
Category Rank
11/14
9/14
12/14
11/12
9/13
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HSBC Short Duration Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

11
/14
22% Performance
36% Risk Management
58% Cost

Ranked 11 out of 14 mutual funds in the short duration category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
HSBC Short Duration Fund
11/14
4,308Cr
0.31%
6.57%
7.4%
-0.19
1.37
1.05
2.08
0.45
ICICI Prudential Short Term Fund
1/14
22,852Cr
0.45%
7.27%
8.07%
0.65
1.04
2.01
5.18
3.27
Axis Short Duration Fund
2/14
11,860Cr
0.38%
7.17%
7.88%
0.28
1.32
1.52
3.49
2.00
HDFC Short Term Debt Fund
3/14
17,271Cr
0.4%
6.87%
7.77%
0.20
1.24
1.44
3.09
1.60
See all

HSBC Short Duration Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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HSBC Short Duration Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

AAA
100%
Cash allocation has gone up from 13.1% to 17%
Cash allocation has gone up from 13.1% to 17%
Debt allocation has gone down from 86.6% to 82.7%
Debt allocation has gone down from 86.6% to 82.7%

HSBC Short Duration Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Corporate
58.1%
Government
41.2%
Cash Equivalent
0.7%

Top 2 Sectors in February were Corporate, Government

Feb'26

Corporate

59%

Government

36%

Jan'26

Corporate

64%

Government

33%

HSBC Short Duration Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.31%
Benchmark
Nifty Short Dura Debt Idx A-II TR INR
AUM₹4308 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load0%
Lock InNo Lock-in
TurnOver
133.27%
Risk
Risk meter
pointer
Low to Moderate Risk

About HSBC Short Duration Fund

HSBC Short Duration Fund is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Mohd Asif Rizwi, Shriram Ramanathan. This fund is suitable to keep your money safe.

Key Parameters

  1. HSBC Short Duration Fund has ₹4308 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.3.

Returns

HSBC Short Duration Fund has given a CAGR return of 7.62% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.57%, 7.40% and 6.09% respectively.

Holdings

HSBC Short Duration Fund has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are Sundaram Finance Limited, National Bank For Agriculture And Rural Development, 7.02% Gs 2031, SHIVSHAKTI SECURITISATION TRUST, Small Industries Development Bank Of India

Taxation

As it is a short duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of HSBC Short Duration Fund

To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Short Duration Fund has no lock in period.

Fund Manager

Mohd Asif Rizwi

Fund Manager of HSBC Short Duration Fund, since 16 January 2024

Shriram Ramanathan

Fund Manager of HSBC Short Duration Fund, since 1 May 2024

Learn more about HSBC Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 4.3K Cr
₹ 4.3K Cr
₹ 4.4K Cr
  • AUM of the fund stands at 4.3K Cr as of Feb'26
  • AUM decreased by 2.8 Cr between Feb'26 and Jan'26

Frequently Asked Questions for HSBC Short Duration Fund

How do I invest in HSBC Short Duration Fund?

INDmoney makes it simple to invest in the HSBC Short Duration Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘HSBC Short Duration Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of HSBC Short Duration Fund?

The NAV of the fund today is ₹29.06. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

HSBC Short Duration Fund fund has generated a return of 6.57% in 1 year, 7.40% in 3 years, 6.09% in 5 years.

Who is the fund manager of HSBC Short Duration Fund?

The fund managers are Mohd Asif Rizwi, Shriram Ramanathan.

What is the expense ratio of the fund?

The expense ratio is 0.31%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹4308 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of HSBC Short Duration Fund?

The top 3 holdings of the fund are Sundaram Finance Limited(3.21%), National Bank For Agriculture And Rural Development(2.9%), 7.02% Gs 2031(2.78%)