Comprehensive analysis of HSBC Medium Duration Fund (IDCW-A) (30378) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Asset Management (India) Pvt. Ltd
To seek to generate income by investing primarily in debt and money market securities of fundamentally strong corportes/companies in growth sectors which are closely associated with the resurgence of domestic economy, with a flexibility to follow more conservative investment approach during economic downturns.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
Moderate Risk
Moderate Expenses
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Fund management costs
Historical performance consistency
Assets under management
Market exposure level
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 8.23% |
| GSEC2035 | Govt. Securities | 7.59% |
| S I D B I | Debt Others | 7.28% |
| E X I M Bank | Debt Others | 7.08% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 7.06% |
| REC Ltd | Finance - Term-Lending Institutions | 7.03% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 6.72% |
| N A B A R D | Debt Others | 6.40% |
| GSEC2034 | Govt. Securities | 5.94% |
| Delhi Intl.Airp. | Debt Others | 4.15% |
Compare against Medium Duration Fund category average
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1290.56 | 4.38% | 8.08% | 7.56% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1290.46 | 4.38% | 8.07% | 7.56% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1246.71 | 3.98% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1246.70 | 3.97% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1100.63 | 4.38% | 8.07% | 7.55% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1059.87 | 3.97% | 7.31% | 6.75% |
| DSP Bond Fund - Direct (G) | ₹87.69 | 4.86% | 8.63% | 7.76% |
| DSP Bond Fund - Regular (G) | ₹82.54 | 4.67% | 8.25% | 7.38% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.51 | 3.64% | 6.92% | 6.50% |
| Sundaram Medium Duration Fund - (G) | ₹69.33 | 3.21% | 6.03% | 5.58% |
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