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

Fund5.01%

Cat. Avg.4.86%

Fund7.01%

Cat. Avg.6.88%

Fund6.94%

Cat. Avg.6.85%

FundN/A

Cat. Avg.6.12%

10Y

FundN/A

Cat. Avg.6.42%

Fund6.90%

Cat. Avg.9.01%

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

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Fund Details

SBI Contra Fund - Regular Plan -Growth

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Contra FundVery High RiskEquity

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Fund Details

SBI Small Cap Fund - Regular Plan - Growth

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NAV / Fund Size

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Incep: 28-03-2000

Gilt FundModerate RiskDebt

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Fund Details

HSBC Gilt Fund - Regular Growth

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61627	+2.7%	+5.6%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.2%	+6.2%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.4%	+6.7%
SI	07 Dec, 22	2.20 L.	2.49 L.	+13.1%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+5.0%	N/A
2Y	22 Jul, 24	1 L.	1.14 L.	+14.5%	+7.0%
3Y	20 Jul, 23	1 L.	1.22 L.	+22.3%	+6.9%
SI	28 Nov, 22	1 L.	1.28 L.	+27.5%	+6.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.