debtModerate risk

HSBC Low Duration Fund - Monthly IDCW Direct Plan

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 18 Jun 2014.

Latest price per unit

₹10.0067

▲ 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

₹99.8k

▼ ₹226 loss · -0.2% / year

Invested 3 years ago

₹1.03 L

▲ ₹2.5k gain · 0.8% / year

Invested 5 years ago

₹96.4k

▼ ₹3.6k loss · -0.7% / 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

-13.48%

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 year-0.23%

CAGR — 3 years0.84%

CAGR — 5 years-0.72%

CAGR — since launch-0.21%

Volatility — 1 year (annualised)1.39%

Volatility — 3 years (annualised)7.63%

Max drawdown — 1 year-0.82%

Max drawdown — 3 years-9.74%

Sharpe ratio — 1 year (rf=6%)-4.49

Sharpe ratio — 3 years (rf=6%)-0.67

Fund info

Fund house: HSBC Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 120067
First price on record: 18 Jun 2014 · 1,586 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.