HSBC Medium to Long Term Fund - Direct - Growth
Income/Debt Oriented Schemes by HSBC Asset Management (India) Private Ltd.
3Y Returns (CAGR)
6.62%
Expense Ratio
0.69%
as of 01/08/2026
AUM
₹14.61 Cr
Qtr End: Jun 26
NAV
₹48.733
as of 01/10/2026
3Y Returns (CAGR)
6.62%
Expense Ratio
0.69%
as of 01/08/2026
AUM
₹14.61 Cr
Qtr End: Jun 26
NAV
₹48.733
as of 01/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.62% | -2.45% | 2.27% |
| 6M | 2.93% | 5.94% | 2.45% |
| 1Y | 2.54% | 2.54% | 2.28% |
| 3Y | 21.19% | 6.62% | 2.10% |
| 5Y | 29.01% | 5.23% | 2.25% |
Scheme Details
- Launch Date
- 14/11/2002
- Fund Age
- 23.9 years
- Minimum Investment
- ₹5,000
- Fund House
- HSBC Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium to Long Term Fund (Income/Debt Oriented Schemes)
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