HSBC Medium to Long Term Fund - Direct Plan has delivered 32.26% absolute return over the last 5 years.
The average return for Medium to Long Duration funds is 33.07% .
This fund ranks #9 in its category based on 5-year returns.
The largest portfolio holding is 694% GOI 11 MAY 2036 with a portfolio weight of 14.61% .
The fund currently owns more than 22 stocks.
The top 10 holdings account for 68.00% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.00% | 2.74% |
| 2 Year Return | 20.55% | 8.74% |
| 3 Year Return | 28.80% | 15.75% |
| 4 Year Return | 34.77% | 24.61% |
| 5 Year Return | 59.02% | 33.07% |
| 6 Year Return | 67.27% | 42.97% |
| 7 Year Return | 95.30% | 54.71% |
| Expense Ratio | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
14.61%
|
||
| 2 |
8.28%
|
||
| 3 |
7.72%
|
||
| 4 |
6.32%
|
||
| 5 |
6.25%
|
||
| 6 |
6.15%
|
||
| 7 | Finance - Term Lending Institutions |
5.26%
|
|
| 8 | Finance & Investments |
4.93%
|
|
| 9 |
4.26%
|
||
| 10 | Finance & Investments |
4.22%
|
|
| 11 | Finance - Banks - Private Sector |
4.21%
|
|
| 12 |
4.21%
|
AMC: HSBC
Category: Debt • Medium to Long Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Shriram Ramanathan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
HSBC Medium to Long 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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