debtLow risk

HSBC Medium to Long Term Fund - Direct Plan - Growth

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 8 Jan 2013.

Latest price per unit

₹48.7892

▲ 0.02% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.1k gain · 4.1% / year

Invested 3 years ago

₹1.21 L

▲ ₹20.8k gain · 6.5% / year

Invested 5 years ago

₹1.29 L

▲ ₹29.5k gain · 5.3% / 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

2.1%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.84%

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 year4.11%

CAGR — 3 years6.51%

CAGR — 5 years5.30%

CAGR — since launch6.74%

Volatility — 1 year (annualised)2.21%

Volatility — 3 years (annualised)2.12%

Max drawdown — 1 year-1.65%

Max drawdown — 3 years-1.65%

Sharpe ratio — 1 year (rf=6%)-0.81

Sharpe ratio — 3 years (rf=6%)0.28

Fund info

Fund house: HSBC Mutual Fund
Category: Income/Debt Oriented Schemes - Medium to Long Term Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF336L01DE2
ISIN (Div re-invest): —
Fund code: 120059
First price on record: 8 Jan 2013 · 3,295 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.