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Fund Overview of HSBC Short Duration Fund Regular-idcw
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₹3,844.4 CrAUM
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₹11.17NAV
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0.70%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HSBC Short Duration Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.52% | NA | 1.00% |
| 6 Months | 2.44% | NA | 4.64% |
| 1 Year | 4.86% | 4.86% | 8.71% |
| 2 Years | 14.63% | 7.06% | 8.38% |
| 3 Years | 22.08% | 6.88% | 7.90% |
| 5 Years | 31.89% | 5.69% | 6.75% |
| 7 Years | 52.44% | 6.21% | NA |
| 10 Years | 80.76% | 6.10% | 7.45% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
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Asset Allocation
debt instruments
99.26%other assets or cash equivalents
0.74%HSBC Short Duration Fund Regular-idcw is one Debt mutual fund offered by HSBC Mutual Fund. Launched on 27 Dec 2011, the fund aims Generation of regular returns over short term. Investment in fixed income securities of shorter term maturity. It manages assets worth ₹3,844.4 crore as on Sun May 31, 2026. The expense ratio stands at 0.7%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Short Duration Fund Regular-idcw
The portfolio allocation consists of 99.26% in debt instruments, 0.74% in other assets or cash equivalents.Managed by Asif Rizwi, it has delivered a return of 4.86% in the last year, a total return since inception of 6.89%.
The latest dividend was declared on 28 Apr 2026 at 0.48% of face value.
While evaluating investment options many investors generally compare best sip in india depending on risk profile.
Key Metrics of HSBC Short Duration Fund Regular-idcw
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Standard Deviation1.17%
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Sharpe Ratio0.42%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Regular-growth |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Sundaram Short Duration Fund Direct-growth |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| UTI Short Duration Direct-flexi Idcw |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
| UTI Short Duration Direct-growth |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HSBC Short Duration Fund Direct-growth
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₹3,844 | 1.26% | 1.59% | 2.58% | 5.19% | 7.33% |
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HSBC Short Duration Fund Regular-growth
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₹3,844 | 1.22% | 1.52% | 2.44% | 4.86% | 6.88% |
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HSBC Short Duration Fund Direct-idcw
|
₹3,844 | 1.26% | 1.59% | 2.58% | 5.19% | 7.33% |
|
HSBC Short Duration Fund Direct-idcw Quarterly
|
₹3,844 | 1.26% | 1.59% | 2.58% | 5.19% | 7.33% |
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HSBC Short Duration Fund Regular-idcw Quarterly
|
₹3,844 | 1.22% | 1.52% | 2.44% | 4.86% | 6.88% |
|
HSBC Short Duration Fund Direct-idcw Yearly
|
₹3,844 | 1.26% | 1.59% | 2.58% | 5.19% | 7.33% |
|
HSBC Short Duration Fund Regular-idcw Yearly
|
₹3,844 | 1.22% | 1.52% | 2.44% | 4.86% | 6.88% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹21,229 | ₹63.63 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹21,229 | ₹69.79 | 7.95% | 7.17% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹21,229 | ₹12.19 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹21,229 | ₹12.81 | 7.95% | 7.17% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,287 | ₹60.53 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,287 | ₹54.60 | 6.70% | 5.70% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,287 | ₹16.06 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,287 | ₹12.12 | 6.70% | 5.70% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,864 | ₹33.79 | 7.31% | 6.28% | 7.22% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,864 | ₹34.98 | 7.64% | 6.66% | 7.53% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100 | Entities | 4.55% | ₹175.02 Cr |
| Shivshakti Securitisation Trust Ss Trust Ptc 15sept25 | 2.70% | ₹103.68 Cr | |
| National Bank For Agriculture And Rural Development Sr 25a 7.70 Bd 30sp27 Fvrs1lac | Financial | 2.67% | ₹102.81 Cr |
| Power Finance Corporation Limited Sr 246a 7.42 Bd 15ap28 Fvrs1lac | Financial | 2.64% | ₹101.47 Cr |
| Embassy Office Parks Reit Sr Xiii B 7.22 Ncd 16my28 Fvrs1lac | Real Estate | 2.60% | ₹99.94 Cr |
| Ntpc Limited Series 67 8.30 Loa 15jn29 Fvrs10lac | Energy & Utilities | 2.04% | ₹78.50 Cr |
| Small Industries Development Bank Of India Sr V 7.83 Bd 24nv28 Fvrs1lac | Financial | 2.03% | ₹77.95 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 2.02% | ₹77.62 Cr |
| Hindustan Zinc Limited Strpp 3 7.75 Ncd 20mr28 Fvrs1ac | Materials | 1.97% | ₹75.80 Cr |
| State Development Loan 31652 Mh 25my32 7.7 Fv Rs 100 | Unspecified | 1.96% | ₹75.47 Cr |
| Punjab National Bank Cd 15sep26 | Financial | 1.91% | ₹73.41 Cr |
| Icici Bank Limited Cd 12feb27 | Financial | 1.85% | ₹71.12 Cr |
| Mindspace Business Parks Reit Sr Ncd14 7 Ncd 14sp27 Fvrs1lac | Real Estate | 1.56% | ₹60.02 Cr |
| Bharti Telecom Limited Sr Xxvi 7.45 Ncd 15dc28 Fvrs1lac | Technology | 1.40% | ₹53.67 Cr |
| Reliance Industries Limited Sr Ia 8.70 Ncd 11dc28 Fvrs10lac | Energy & Utilities | 1.38% | ₹53.23 Cr |
| Kotak Mahindra Prime Limited 8.13 Ncd 18ag27 Fvrs1lac | Financial | 1.38% | ₹53.21 Cr |
| Rec Limited Sr 223b 7.46 Bd 30ju28 Fvrs1lac | Financial | 1.38% | ₹53.14 Cr |
| Indian Oil Corporation Limited Sr Xxvi 7.36 Ncd 16jl29 Fvrs1lac | Energy & Utilities | 1.37% | ₹52.82 Cr |
| National Highways Authority Of India Sr Iv 7.49 Bd 01ag29 Fvrs10lac | Industrials | 1.37% | ₹52.79 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 1.36% | ₹52.31 Cr |
| Small Industries Development Bank Of India Sr V 7.51 Bd 12ju28 Fvrs1lac | Financial | 1.34% | ₹51.60 Cr |
| State Development Loan 22612 Kar 08jn30 7.16 Fv Rs 100 | Unspecified | 1.33% | ₹51.10 Cr |
| Tata Capital Limited Sr B Rr Ncd 21fb29 Fvrs1lac | Financial | 1.31% | ₹50.29 Cr |
| Bharti Telecom Limited Sr Xxviii 7.40 Ncd 01fb29 Fvrs1lac | Technology | 1.30% | ₹50.05 Cr |
| Sundaram Finance Limited Sr Z1 7.35 Ncd 23ap27 Fvrs1lac | Financial | 1.30% | ₹50.03 Cr |
| Bajaj Finance Limited 7.77 Ncd 17ap29 Fvrs1lac | Financial | 1.30% | ₹50.02 Cr |
| Power Finance Corporation Limited Sr 258b 7.24 Bd 17fb31 Fvrs1lac | Financial | 1.30% | ₹49.99 Cr |
| 7.34% Rec Ltd. ** | Financial | 1.29% | ₹49.67 Cr |
| National Bank For Agriculture And Rural Development Sr 25d 7.40 Bd 29ap30 Fvrs1lac | Financial | 1.29% | ₹49.65 Cr |
| Bajaj Housing Finance Limited 7.02 Ncd 26my28 Fvrs1lac | Financial | 1.28% | ₹49.16 Cr |
| State Development Loan 30426 Mh 25my31 6.78 Fv Rs 100 | Unspecified | 1.27% | ₹48.66 Cr |
| Bajaj Housing Finance Limited 7.25 Ncd 22jn29 Fvrs1lac | Financial | 1.26% | ₹48.29 Cr |
| Kotak Mahindra Bank Limited Cd 08jan27 | Financial | 1.24% | ₹47.75 Cr |
| Axis Bank Limited Cd 14jan27 | Financial | 1.24% | ₹47.67 Cr |
| Hdfc Bank Limited Cd 22jan27 | Financial | 1.24% | ₹47.59 Cr |
| Hdfc Bank Limited Cd 05feb27 | Financial | 1.23% | ₹47.45 Cr |
| Sundaram Finance Limited 273d Cp 28jan27 | Financial | 1.23% | ₹47.44 Cr |
| Export Import Bank Of India Cd 01mar27 | Financial | 1.23% | ₹47.27 Cr |
| Canara Bank Cd 02mar27 | Financial | 1.23% | ₹47.24 Cr |
| Punjab National Bank Cd 04mar27 | Financial | 1.23% | ₹47.22 Cr |
| Bank Of Baroda Cd 08mar27 | Financial | 1.23% | ₹47.18 Cr |
| Sundaram Finance Limited 364d Cp 10may27 | Financial | 1.21% | ₹46.37 Cr |
| Power Finance Corporation Limited Sr 247a 7.44 Bd 15jn30 Fvrs1lac | Financial | 1.18% | ₹45.37 Cr |
| Radhakrishna Securitisation Trust Rk Trust Ptc 15sept25 | 1.16% | ₹44.40 Cr | |
| National Bank For Agriculture And Rural Development Sr 26a 6.66 Bd 12ot28 Fvrs1lac | Financial | 1.14% | ₹43.75 Cr |
| State Development Loan 32839 Mh 12ap30 7.49 Fv Rs 100 | Unspecified | 1.05% | ₹40.56 Cr |
| State Development Loan 30493 Mh 16ju31 6.8 Fv Rs 100 | Unspecified | 1.04% | ₹40.15 Cr |
| Canara Bank Cd 04mar27 | Financial | 0.98% | ₹37.78 Cr |
| Reliance Industries Limited Series H 8.95 Ncd 09nv28 Fvrs10lac | Energy & Utilities | 0.98% | ₹37.74 Cr |
| Rec Limited Sr 236-b 7.56 Bd 31ag27 Fvrs1lac | Financial | 0.96% | ₹36.86 Cr |
| India Universal Trust Al1 Sec. Debt 8.09 21/11/2027 | Unspecified | 0.80% | ₹30.94 Cr |
| Repo | Unspecified | 0.76% | ₹29.10 Cr |
| Kotak Mahindra Prime Limited 7.79 Ncd 19jl27 Fvrs10lac | Financial | 0.69% | ₹26.61 Cr |
| Indian Railway Finance Corporation Limited Series 135 8.23 Loa 29mr29 Fvrs10lac | Financial | 0.69% | ₹26.61 Cr |
| Bajaj Finance Limited 7.98 Ncd 31jl29 Fvrs1lac | Financial | 0.69% | ₹26.56 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd7 7.90 Loa 10ag28 Fvrs1lac | Industrials | 0.69% | ₹26.55 Cr |
| Ntpc Limited Sr 69 7.32 Loa 17jl29 Fvrs10lac | Energy & Utilities | 0.69% | ₹26.41 Cr |
| National Highways Authority Of India Sr V 7.70 Bd 13sp29 Fvrs10lac | Industrials | 0.69% | ₹26.35 Cr |
| Bharti Telecom Limited Sr Xix 8.65 Ncd 05nv27 Fvrs1lac | Technology | 0.68% | ₹26.33 Cr |
| Indian Railway Finance Corporation Limited Sr 175 7.57 Bd 18ap29 Fvrs1lac | Financial | 0.68% | ₹26.10 Cr |
| Indian Oil Corporation Limited Sr Xiv 7.41 Loa 22ot29 Fvrs10lac | Energy & Utilities | 0.67% | ₹25.94 Cr |
| Bharti Telecom Limited Sr Xxv 7.35 Ncd 15ot27 Fvrs1lac | Technology | 0.67% | ₹25.85 Cr |
| State Development Loan 31864 Guj 03ag32 7.61 Fv Rs 100 | Industrials | 0.67% | ₹25.63 Cr |
| Bharti Telecom Limited Sr Xxvii 7.30 Ncd 01dc27 Fvrs1lac | Technology | 0.66% | ₹25.56 Cr |
| National Bank For Agriculture And Rural Development Sr 25c 7.44 Bd 24fb28 Fvrs1lac | Financial | 0.66% | ₹25.34 Cr |
| Small Industries Development Bank Of India Sr Ix 7.68 Bd 10ag27 Fvrs1lac | Financial | 0.66% | ₹25.31 Cr |
| Export Import Bank Of India Sr Z02 7.40 Bd 14mr29 Fvrs1lac | Financial | 0.66% | ₹25.25 Cr |
| Power Finance Corporation Limited Sr 248b 7.45 Ncd 15jl28 Fvrs1lac | Financial | 0.66% | ₹25.25 Cr |
| National Housing Bank 7.29 Bd 04jl31 Fvrs1lac | Financial | 0.65% | ₹25.17 Cr |
| Mahindra And Mahindra Financial Services Limited Sr Ac2026 Rr Ncd 18my29 Fvrs1lac | Financial | 0.65% | ₹25.17 Cr |
| Small Industries Development Bank Of India Sr Vii 7.42 Bd 12mr29 Fvrs1lac | Financial | 0.65% | ₹25.15 Cr |
| National Bank For Agriculture And Rural Development Sr 26f 7.44 Bd 17jl29 Fvrs1lac | Financial | 0.65% | ₹25.11 Cr |
| Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lac | Financial | 0.65% | ₹25.05 Cr |
| National Bank For Agriculture And Rural Development Sr 26b 6.85 Bd 19jn29 Fvrs1lac | Financial | 0.65% | ₹25.04 Cr |
| Jio Finance Limited Sr 1 7.19 Ncd 15mr28 Fvrs1lac | Financial | 0.65% | ₹25.01 Cr |
| Embassy Office Parks Reit Sr Xiii A 7.21 Ncd 17mr28 Fvrs1lac | Real Estate | 0.65% | ₹25.00 Cr |
| National Housing Bank 7.35 Bd 02jn32 Fvrs1lac | Financial | 0.65% | ₹25.00 Cr |
| Rec Limited Sr 234-b 7.58 Bd 31my29 Fvrs1lac | Financial | 0.65% | ₹24.89 Cr |
| Siddhivinayak Securitisation Trust Sd Trust Ptc 15sept25 | 0.64% | ₹24.71 Cr | |
| Union Bank Of India Cd | Financial | 0.61% | ₹23.57 Cr |
| Canara Bank Cd 12mar27 | Financial | 0.61% | ₹23.57 Cr |
| India Universal Trust Al1 Series A2 Ptc 25sep24 | Unspecified | 0.59% | ₹22.76 Cr |
| Embassy Office Parks Reit Sr Xi 7.96 Ncd 27sp27 Fvrs1lac | Real Estate | 0.40% | ₹15.20 Cr |
| Embassy Office Parks Reit Sr Xiv 6.9650 Ncd 19mr27 Fvrs1lac | Real Estate | 0.39% | ₹15.04 Cr |
| State Development Loan 37131 Mh 25fb30 6.77 Fv Rs 100 | Unspecified | 0.39% | ₹14.99 Cr |
| Others Class A2 Aif | Unspecified | 0.34% | ₹13.15 Cr |
| 7.74% Lic Hsg Tr448 Ncd 22-10-27** | Financial | 0.27% | ₹10.43 Cr |
| National Bank For Agriculture And Rural Development Sr Pc1pob1 7.43 Loa 31jn30 Fvrs10lac | Financial | 0.26% | ₹10.17 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 0.12% | ₹4.78 Cr |
| Pay_ois% &rec_6.69%_20/02/29 | Financial | 0.01% | ₹0.41 Cr |
| India Universal Trust Al1 Series A1 Ptc 25sep24 | Unspecified | 0.01% | ₹0.25 Cr |
| Pay_ois% &rec_6.64%_15/05/29 | Financial | 0.01% | ₹0.17 Cr |
| Pay_6.5225% &rec_ois_22/05/28 | Financial | -0.01% | ₹-0.36 Cr |
| Net Payables | Unspecified | -0.02% | ₹-3.02 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.65 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.90 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.13 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.04 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.39 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.18 | 6.97% | 10.16% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.63 | 7.47% | 7.97% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.19 | 7.47% | 7.97% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.67 | 7.44% | 7.57% | - |
| UTI Short Duration Direct-growth |
₹35.60 | 7.44% | 7.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Short Duration Fund Regular-idcw
What is the current AUM of HSBC Short Duration Fund Regular-idcw?
As of Sun May 31, 2026, HSBC Short Duration Fund Regular-idcw manages assets worth ₹3,844.4 crore
How has HSBC Short Duration Fund Regular-idcw performed recently?
- 3 Months: 1.52%
- 6 Months: 2.44%
What is the long-term performance of HSBC Short Duration Fund Regular-idcw?
- 3 Years CAGR: 6.88%
- 5 Years CAGR: 5.69%
- Since Inception: 6.89%
What is the portfolio composition of HSBC Short Duration Fund Regular-idcw?
Debt: 99.26%, Others: 0.74%.
Who manages HSBC Short Duration Fund Regular-idcw?
HSBC Short Duration Fund Regular-idcw is managed by Asif Rizwi from HSBC Mutual Fund.
When was the last dividend declared by HSBC Short Duration Fund Regular-idcw?
Latest dividend was declared on 28 Apr 2026 at 0.48% of face value.
Which are the top companies HSBC Short Duration Fund Regular-idcw has invested in?
- GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 – 4.55% of the fund's portfolio
- SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25 – 2.70% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LAC – 2.67% of the fund's portfolio
- POWER FINANCE CORPORATION LIMITED SR 246A 7.42 BD 15AP28 FVRS1LAC – 2.64% of the fund's portfolio
- EMBASSY OFFICE PARKS REIT SR XIII B 7.22 NCD 16MY28 FVRS1LAC – 2.60% of the fund's portfolio
Which are the major sectors HSBC Short Duration Fund Regular-idcw focuses on?
- Financial – 56.46% of the fund's portfolio
- Unspecified – 9.52% of the fund's portfolio
- Energy & Utilities – 7.13% of the fund's portfolio
- Entities – 6.69% of the fund's portfolio
- Real Estate – 5.60% of the fund's portfolio
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