HSBC Medium Term Fund - Direct Plan has delivered 39.10% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is 694% GOI 11 MAY 2036 with a portfolio weight of 17.96% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 52.92% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.69% | 2.68% |
| 2 Year Return | 25.06% | 9.32% |
| 3 Year Return | 36.17% | 16.67% |
| 4 Year Return | 50.63% | 25.63% |
| 5 Year Return | 72.24% | 34.78% |
| 6 Year Return | 83.66% | 45.31% |
| 7 Year Return | 118.00% | 57.07% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
17.96%
|
||
| 2 |
4.52%
|
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| 3 |
3.94%
|
||
| 4 |
3.92%
|
||
| 5 |
3.92%
|
||
| 6 |
3.77%
|
||
| 7 |
3.74%
|
||
| 8 |
3.74%
|
||
| 9 |
3.71%
|
||
| 10 |
3.70%
|
||
| 11 |
3.68%
|
||
| 12 | Finance - Banks - Public Sector |
3.66%
|
AMC: HSBC
Category: Debt • Medium Duration
Launch Date: 22 Jan 2015
Fund Manager: Mr. Shriram Ramanathan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
HSBC Medium Term Fund - Direct Plan is managed by HSBC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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