INDProtect

Overview (as on 04 Aug 2021)

NAV

₹34.2345

1y returns

4.942%

Fund AUM

₹218 Cr

Expense Ratio

0.26%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Government
57.66%
Corporate
26.83%
Cash Equivalent
15.51%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

1.86 yr

Average Maturity 

2.1 yr

Yield to Maturity 

4.91%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Cash

    Cash

    15.51%

  • 5.22% GOI 2025

    SOVEREIGN

    Debt

    9.58%

  • National Bank For Agriculture and Rural Development

    [ICRA]AAA

    Debt

    7.48%

  • LIC Housing Finance Limited

    CRISIL AAA

    Debt

    7.35%

  • Kotak Mahindra Prime Limited

    CRISIL AAA

    Debt

    7.32%

Fund Details

Investment Objectives
To provide 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.
Scheme Name
HSBC Short Duration fund Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Sanjay Shah
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
hsbcmf@hsbc.co.in
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Peer Funds

HSBC Short Duration fund Direct Growth

NAV

₹34.2345

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Sanjay Shah
Sanjay Shah

leader

Qualifications
B. Com., A. C. A., PGDM
Work Experience
"Over 10 years of experience in research and risk- _ HSBC Asset Management (India) Private Limited Vice President & Fund Manager, Fixed Income since December 2008 onwards _ FIL Fund Management Private Limited Credit Analyst from September 2008 to December 2008 _ Lehman Brothers Structured Financial Services Private Limited Vice President, Convertible Products from September 2006 to September 2008 _ Rabo India Finance Private Limited Senior Manager - Credit Risk from July 2004 to September 2006 _ ICICI Bank Limited Manager, Credit Risk from January 2003 to June 2004 _ SBI Funds Management Private Limited Chief Manager, Debt Funds from June 1999 to January 2003"
Kapil Punjabi
Kapil Punjabi

leader

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."
Ritesh Jain
Ritesh Jain

leader

Work Experience
"null"

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