HSBC Short Duration Fund - Quarterly Dividend Direct
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 9 Jun 2017.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 83 other funds in Debt Scheme - Short Duration Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 0 of last 2 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of HSBC Short Duration Fund - Quarterly Dividend Direct against other debt funds.
Technical details (for the pros)
Fund info
- Fund house
- HSBC Mutual Fund
- Category
- Debt Scheme - Short Duration Fund
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 139767
- First price on record
- 9 Jun 2017 · 370 daily prices
About HSBC Short Duration Fund - Quarterly Dividend Direct
HSBC Short Duration Fund - Quarterly Dividend Direct is a Debt Scheme - Short Duration Fund offered by HSBC Mutual Fund under the Direct plan with the Dividend option. It has approximately 9 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
The current NAV of HSBC Short Duration Fund - Quarterly Dividend Direct is ₹10.0000 (as of 20 Dec 2018). Historically, it has delivered -2.93% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 3.5% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 4.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of HSBC Short Duration Fund - Quarterly Dividend Direct?+
The latest NAV of HSBC Short Duration Fund - Quarterly Dividend Direct is ₹10.0000 as of 20 Dec 2018, up 0.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of HSBC Short Duration Fund - Quarterly Dividend Direct?+
HSBC Short Duration Fund - Quarterly Dividend Direct has delivered 1-year return -2.93%, since-inception CAGR -1.27%. Returns are historical and don't predict future performance — markets move in cycles.
What category does HSBC Short Duration Fund - Quarterly Dividend Direct belong to?+
HSBC Short Duration Fund - Quarterly Dividend Direct is categorised as Debt Scheme - Short Duration Fund. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
How risky is HSBC Short Duration Fund - Quarterly Dividend Direct?+
Based on its 3-year annualised volatility of 3.5%, HSBC Short Duration Fund - Quarterly Dividend Direct sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is HSBC Short Duration Fund - Quarterly Dividend Direct a direct plan?+
HSBC Short Duration Fund - Quarterly Dividend Direct is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is HSBC Short Duration Fund - Quarterly Dividend Direct?+
HSBC Short Duration Fund - Quarterly Dividend Direct has NAV history available from 9 Jun 2017 — approximately 9 years of track record and 370 daily NAV observations.
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.