debtModerate risk

HSBC Low Duration Fund - Monthly IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From HSBC Mutual Fund. It's been running since 7 Nov 2006.

Latest price per unit

₹10.3577

▲ 0.02% today

As of 25 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.0k gain · 2.0% / year

Invested 3 years ago

₹1.09 L

▲ ₹8.7k gain · 2.8% / year

Invested 5 years ago

₹1.02 L

▲ ₹1.9k gain · 0.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

7.6%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.47%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year1.95%

CAGR — 3 years2.81%

CAGR — 5 years0.38%

CAGR — since launch0.22%

Volatility — 1 year (annualised)0.99%

Volatility — 3 years (annualised)7.56%

Max drawdown — 1 year-0.53%

Max drawdown — 3 years-9.75%

Sharpe ratio — 1 year (rf=6%)-4.04

Sharpe ratio — 3 years (rf=6%)-0.41

Fund info

Fund house: HSBC Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 104348
First price on record: 7 Nov 2006 · 3,876 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.