How to check the XIRR of HSBC Short Duration Fund - Bonus?

You can track the exact XIRR and portfolio overlapping of HSBC Short Duration Fund - Bonus alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HSBC Short Duration Fund - Bonus?

Use the MutualSaathi Portfolio Analyzer to compare HSBC Short Duration Fund - Bonus with other funds, PMS, and AIFs to detect hidden stock overlaps.

HSBC Short Duration Fund - Bonus

HSBC Mutual Fund

Expense Ratio: 0.68

Risk: Moderate

Debt Scheme - Short Duration Fund

Plan: Regular

Benchmark: NIFTY Short Duration Debt Index A-II

Inception: 07-12-2011

Exit Load: Nil

Fund Size:₹4,513.97 Cr

Performance

Fund4.10%

Cat. Avg.N/A

Fund6.06%

Cat. Avg.N/A

Fund6.72%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund6.56%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

No available Data

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Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

No available Data

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector
1	3MTB+2.1% M&M Financial Serv Ltd 180529	OTHER	Other	Short
2	7.83% SIDBI 24-11-2028	OTHER	Other	Short
3	3MTB+2.1% Tata Capital Ltd 210229	OTHER	Other	Long

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Incep: 26-08-2010

Small Cap FundVery High RiskEquity

5.55%

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19.65%

Fund Details

Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Aditya Birla Sun Life Small Cap Fund - Growth

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NAV / Fund Size

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Small Cap FundVery High RiskEquity

12.59%

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Fund Details

Aditya Birla Sun Life Small Cap Fund - Growth

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HSBC Medium To Long Duration Fund - Regular Growth

HSBC Mutual Fund

Expense Ratio: 1.28

NAV / Fund Size

₹43.43₹48.42 Cr

Incep: 14-11-2002

Medium to Long Duration FundModerate RiskDebt

1.97%

3.99%

5.66%

4.24%

6.54%

Fund Details

HSBC Medium To Long Duration Fund - Regular Growth

NAV / Fund Size₹43.43₹48.42 Cr

Medium to Long Duration FundModerate RiskDebt

1.97%

3.99%

5.66%

4.24%

6.54%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61103	+1.8%	+3.8%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+4.9%	+5.0%
3Y	07 Nov, 23	1.80 L.	1.96 L.	+8.9%	+5.9%
SI	07 Dec, 22	2.35 L.	2.65 L.	+12.6%	+6.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+4.1%	+4.1%
2Y	16 Oct, 24	1 L.	1.12 L.	+12.5%	+6.1%
3Y	16 Oct, 23	1 L.	1.22 L.	+21.6%	+6.7%
SI	28 Nov, 22	1 L.	1.28 L.	+28.0%	+6.6%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.