HSBC Medium Duration Fund Direct Growth
Scheme code: INF917K01TK4
NAV value:
₹ 23.2138
NAV date: 18 March, 2026
TER: 0.40%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 1.92 | 13.30 | 8.25 | 7.90 | 8.07 |
| 3 year | 5.45 | 9.61 | 7.36 | 7.39 | 6.96 |
| 5 year | 6.27 | 8.84 | 7.31 | 7.42 | 6.31 |
| 7 year | 6.58 | 8.33 | 7.37 | 7.34 | 6.54 |
| 10 year | 7.65 | 8.12 | 7.82 | 7.85 | 7.22 |
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: ₹12,43,517 - Absolute Returns: ₹43,517 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,95,204 - Absolute Returns: ₹3,95,204 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,76,544 - Absolute Returns: ₹11,76,544 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,49,329 - Absolute Returns: ₹23,49,329 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,75,98,922 - Absolute Returns: ₹55,98,922 - CAGR: %Drawdown Metrics
Max Drawdown
-3.49 %
Drawdown Duration
1 months
Recovery Time
3 months
Avg Drawdown
-0.20 %
Calmar Ratio by Duration
1
Y
2.2647
3
Y
2.1185
5
Y
2.1271
7
Y
2.1042
10
Y
2.2504