HSBC Short Duration Fund Direct Growth
Scheme code: INF917K01IQ4
NAV value:
₹ 29.1494
NAV date: 18 March, 2026
TER: 0.31%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 1.78 | 11.99 | 8.18 | 7.78 | 13.45 |
| 3 year | 4.37 | 10.34 | 7.79 | 7.50 | 7.77 |
| 5 year | 5.93 | 8.89 | 7.27 | 7.43 | 6.99 |
| 7 year | 6.53 | 9.31 | 7.26 | 7.56 | 7.05 |
| 10 year | 7.18 | 7.85 | 7.46 | 7.47 | 7.44 |
| 12 year | 7.58 | 7.94 | 7.72 | 7.72 | 7.88 |
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: ₹12,42,902 - Absolute Returns: ₹42,902 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,10,488 - Absolute Returns: ₹4,10,488 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,59,140 - Absolute Returns: ₹11,59,140 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,21,146 - Absolute Returns: ₹23,21,146 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,70,27,582 - Absolute Returns: ₹50,27,582 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,24,71,569 - Absolute Returns: ₹80,71,569 - CAGR: %Drawdown Metrics
Max Drawdown
-2.26 %
Drawdown Duration
0 months
Recovery Time
0 months
Avg Drawdown
-0.08 %
Calmar Ratio by Duration
1
Y
3.4471
3
Y
3.323
5
Y
3.292
7
Y
3.3496
10
Y
3.3097
12
Y
3.4205