HSBC Low Duration Fund Direct Growth

Scheme code: INF917K01GM7 NAV value: ₹ 31.6097 NAV date: 18 March, 2026 TER: 0.39%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Low Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.3612.437.827.717.68
3 year4.8510.716.967.417.12
5 year5.659.696.737.186.33
7 year6.228.896.807.146.43
10 year7.157.807.367.376.79
12 year7.527.947.637.657.1

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,242 - Absolute Returns: ₹42,242 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,95,832 - Absolute Returns: ₹3,95,832 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,93,121 - Absolute Returns: ₹10,93,121 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,73,886 - Absolute Returns: ₹21,73,886 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,55,050 - Absolute Returns: ₹48,55,050 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,23,45,517 - Absolute Returns: ₹79,45,517 - CAGR: %

Drawdown Metrics

Max Drawdown

-2.71 %

Drawdown Duration

1 months

Recovery Time

1 months

Avg Drawdown

-0.08 %

Calmar Ratio by Duration

1 Y

2.8492

3 Y

2.7384

5 Y

2.6534

7 Y

2.6386

10 Y

2.7236

12 Y

2.8271