Can I invest in SIP and Lumpsum in HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth?

Yes, you can invest both lumpsum and SIP in HSBC Short Duration Fund - Direct (IDCW-M). Minimum lumpsum investment HSBC Short Duration Fund - Direct (IDCW-M) is ₹5,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth?

The latest NAV ( Net Asset Value ) of HSBC Short Duration Fund - Direct (IDCW-M) is HSBC Short Duration Fund - Direct (IDCW-M) is ₹11.72 as on 2025-05-30.

Which are the biggest stock holdings of HSBC Short Duration Fund - Direct (IDCW-M)?

The 5 biggest stock holdings of HSBC Short Duration Fund - Direct (IDCW-M) are: REC Ltd (2.71%), S I D B I (2.63%), N A B A R D (2.63%), Bajaj Finance (2.56%), Power Fin.Corpn. (2.54%)

What are the top sectors HSBC Short Duration Fund - Direct (IDCW-M) invests in?

A majority of HSBC Short Duration Fund - Direct (IDCW-M) 's AUM worth ₹4,063.45 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
HSBC Short Duration Fund - Direct (IDCW-M)

HSBC Short Duration Fund - Direct (IDCW-M)

Short Duration Fund

Invest Now

NAV
11.72(-0.01%)
Fund Size (CR)
₹3,880.75
Expense Ratio
0.27
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
7.74%

Absolute Return: 0.03%

Annualized Return: 0%

Basic Details

Scheme Manager

Mohd Asif Rizwi

Bench Mark

NIFTY Short Duration Debt Index A-II

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 May 2025	10011.97	0.12%	-	8.28%	47/191
1 Month	30 April 2025	10114.41	1.14%	-	9.99%	20/191
3 Month	28 February 2025	10378.82	3.79%	-	12.44%	35/191
6 Month	29 November 2024	10557.20	5.57%	-	14.22%	41/187
1 Year	30 May 2024	11007.70	10.08%	10.08%	18.40%	54/187
3 Year	30 May 2022	12434.09	24.34%	7.52%	9.68%	106/178
5 Year	29 May 2020	13451.10	34.51%	6.10%	8.05%	110/158
Since Inception	2 January 2013	25223.41	152.23%	7.74%	7.51%	59/191

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 June 2024	1,20,000	269289.84	124.41%	124.41%
3 Year	1 June 2022	3,60,000	808664.02	124.63%	30.96%
5 Year	1 June 2020	6,00,000	1338920.49	123.15%	17.41%
10 Year	1 June 2015	12,00,000	2765047.39	130.42%	8.71%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.37%

Standard Deviation

0.05%

Beta

0.42%

Sharpe Ratio

-16.25%

Treynor's Ratio

0.25%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Short Duration Fund - Direct (IDCW-M)	3880.75	1.14%	3.79%	5.57%	10.08%	7.52%
Franklin India STI - Direct (IDCW-M) (Wound up)	36.54	192.10%	192.10%	192.10%	192.10%	47.24%
Franklin India STI - Direct (IDCW-Q) (Wound up)	36.54	192.10%	192.10%	192.10%	192.10%	47.24%
Franklin India STI - Direct (G) (Wound up)	36.54	192.10%	192.10%	192.10%	192.10%	47.24%
Franklin India STI - Direct (IDCW-W) (Wound up)	36.54	192.10%	192.10%	192.10%	192.10%	47.24%
Aditya Birla SL Short Term Fund-Dir(IDCW)	8342.87	1.01%	3.67%	5.08%	11.20%	8.01%

List of Schemes under HSBC Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
HSBC Dynamic Bond Fund	Debt	Moderate	11.38%	3	₹177.20
HSBC Money Market Fund	Debt	Moderately Low	8.15%	3	₹2,938.32
HSBC Gilt Fund	Debt	Moderate	10.94%	3	₹299.62
HSBC Balanced Advantage Fund	Hybrid	Moderately High	11.28%	3	₹1,497.26
HSBC Aggressive Hybrid Fund	Hybrid	Very High	7.63%	2	₹5,124.56
HSBC Value Fund	Equity	Very High	9.67%	4	₹13,095.25
HSBC Infrastructure Fund	Equity	Very High	0.42%	3	₹2,250.35
HSBC Banking and PSU Debt Fund	Debt	Moderate	9.58%	2	₹4,310.05
HSBC Midcap Fund	Equity	Very High	10.88%	3	₹10,724.08
HSBC Low Duration Fund	Debt	Moderately Low	9.92%	4	₹552.38
HSBC Short Duration Fund	Debt	Moderately Low	10.12%	2	₹4,063.45
HSBC ELSS Tax Saver Fund	Equity	Very High	12.68%	3	₹3,917.33
HSBC Corporate Bond Fund	Debt	Moderate	10.24%	1	₹5,729.55
HSBC Credit Risk Fund	Debt	Moderately High	22.84%	3	₹657.33
HSBC Equity Saving Fund	Hybrid	Moderate	9.06%	4	₹648.51
HSBC Global Emerging Markets Fund	Other	Very High	12.54%	0	₹41.96
HSBC Brazil Fund	Other	Very High	4.3%	0	₹63.32
HSBC Liquid Fund	Debt	Moderately Low	7.35%	3	₹19,119.98
HSBC Large Cap Fund	Equity	Very High	8.43%	3	₹1,808.98
HSBC Flexi Cap Fund	Equity	Very High	11.73%	4	₹4,700.30
HSBC Tax Saver Equity Fund	Equity	Very High	18.92%	0	₹235.25
HSBC Medium to Long Duration Fund	Debt	Moderate	11.02%	2	₹50.39
HSBC Conservative Hybrid Fund	Hybrid	Moderately High	11.53%	2	₹145.55
HSBC Asia Pacific (Ex Japan) DYF	Other	Very High	13.77%	0	₹10.23
HSBC Aggressive Hybrid Active FOF	Hybrid	Very High	9.83%	2	₹39.26
HSBC Multi Asset Active FOF	Other	Very High	11.54%	2	₹57.00
HSBC Income Plus Arbitrage Active FOF	Other	Moderately Low	8.67%	0	₹232.24
HSBC Small Cap Fund	Equity	Very High	5.65%	3	₹14,736.99
HSBC Arbitrage Fund	Hybrid	Low	7.5%	3	₹2,340.75
HSBC Business Cycles Fund	Equity	Very High	12.59%	0	₹997.92
HSBC Medium Duration Fund	Debt	Moderate	10.74%	4	₹650.18
HSBC Large and Mid Cap Fund	Equity	Very High	8.03%	3	₹3,905.54
HSBC Overnight Fund	Debt	Low	6.51%	4	₹2,892.78
HSBC Ultra Short Duration Fund	Debt	Moderately Low	7.91%	3	₹2,703.66
HSBC Nifty 50 Index Fund	Other	Very High	11.05%	3	₹326.95
HSBC Nifty Next 50 Index Fund	Other	Very High	-0.94%	1	₹128.82
HSBC Focused Fund	Equity	Very High	11.49%	3	₹1,587.98
HSBC Global Equity Climate Change FoF	Other	Very High	4.69%	0	₹56.71
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund	Other	Moderate	10.38%	0	₹1,916.94
HSBC Multi Cap Fund	Equity	Very High	10.31%	0	₹4,474.49
HSBC CRISIL IBX Gilt June 2027 Index Fund	Other	Moderate	9.51%	0	₹199.63
HSBC Consumption Fund	Equity	Very High	14.28%	0	₹1,490.22
HSBC Multi Asset Allocation Fund	Hybrid	Very High	6.78%	0	₹2,042.98
HSBC India Export Opportunities Fund	Equity	Very High	0%	0	₹1,639.69
HSBC Financial Services Fund	Equity	Very High	0%	0	₹578.78

News

HSBC Mutual Fund announces change in fund manager under its schemes

HSBC Mutual Fund has announced change in fund manager under the following schemes, with effect from 01 June 2025.

Change in Fund Manager:

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HSBC Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)
HSBC Mutual Fund has announced 26 May 2025 as the record date for declaration of IDCW Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of dividend (Rs per unit) on the face value of Rs 10 per unit will be:
HSBC Aggressive Hybrid Fund ' Regular Plan ' IDCW Option: 0.170
HSBC Aggressive Hybrid Fund ' Direct Plan ' IDCW Option: 0.200
HSBC Balanced Advantage Fund ' Regular Plan ' IDCW Option: 0.120
HSBC Balanced Advantage Fund ' Direct Plan ' IDCW Option: 0.140
HSBC Small Cap Fund - Regular Plan - IDCW Option: 3.500
HSBC Small Cap Fund ' Direct Plan ' IDCW Option: 3.800
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HSBC MF announces change in Fund Manager of the following schemes

HSBC Mutual Fund has announced change in Fund Manager of the following scheme with effect from: 01 April 2025

Change in Fund Manager of the Scheme:

Name of the Scheme(s)	Existing Fund Manager(s)	Revised Fund Manager(s)
HSBC Financial Services Fund	' Mr. Gautam Bhupal	' Mr. Gautam Bhupal ' Mr. Harsh Shah ' Mr. Sonal Gupta (Overseas Investments)
HSBC Overnight Fund	' Mahesh Chhabria	' Abhishek Iyer ' Mahesh Chhabria
HSBC Liquid Fund	' Mahesh Chhabria ' Shriram Ramanathan	' Abhishek Iyer ' Mahesh Chhabria
HSBC Money Market Fund	' Mahesh Chhabria? ' Shriram Ramanathan	' Mahesh Chhabria ' Abhishek Iyer
HSBC Ultra Short Duration	' Mahesh Chhabria	' Mahesh Chhabria ' Abhishek Iyer

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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹4063.45

HSBC Short Duration Fund - Direct (IDCW-M) is an Short Duration Fund-oriented fund from the renowned AMC, HSBC Mutual Fund. Launched in 1 January 2013, this fund is managed by Mohd Asif Rizwi. With assets under management (AUM) worth ₹4,063.45 (Cr), as of 30 May 2025, HSBC Short Duration Fund - Direct (IDCW-M) is categorized as a Short Duration Fund within its segment. The fund has generated a return of 7.74% since its launch.
The current NAV of HSBC Short Duration Fund - Direct (IDCW-M) is ₹11.72, as on 30 May 2025. The fund's benchmark index is NIFTY Short Duration Debt Index A-II. You can invest in HSBC Short Duration Fund - Direct (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 7.52% and 6.10% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 100.26% in Debt and -0.26% in cash and cash equivalents.

FAQs

How to Invest in HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth?

HSBC Short Duration Fund - Direct (IDCW-M) is a popular fund in the Short Duration Fund segment. The fund has generated a return of 7.74% since inception. Looking to invest in HSBC Short Duration Fund - Direct (IDCW-M) How about earning 1% extra return? All this is possible with m.Stock! Investing in HSBC Short Duration Fund - Direct (IDCW-M) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HSBC Short Duration Fund - Direct (IDCW-M)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HSBC Short Duration Fund - Direct (IDCW-M) today and reap the benefits of this Short Duration Fund fund!

How much returns has HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth generated?

In the short term, i.e., 1 year, HSBC Short Duration Fund - Direct (IDCW-M) has generated annualised return of 10.08%. In the long-term, the fund has generated 7.52% and 6.10% in 3 and 5 years respectively. Since its inception, the fund has generated 7.74% returns.

What is the expense ratio of HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth?

The expense ratio of HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth is 0.27%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HSBC Short Duration Fund - Direct (IDCW-M) Fund Direct Growth?

The Assets Under Management (AUM) of HSBC Short Duration Fund - Direct (IDCW-M) is ₹4,063.45 (Cr) as of 2025-05-30 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HSBC Short Duration Fund - Direct (IDCW-M) Direct Growth?

Redeeming or selling units of HSBC Short Duration Fund - Direct (IDCW-M) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HSBC Short Duration Fund - Direct (IDCW-M):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HSBC Short Duration Fund - Direct (IDCW-M)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Name of the Scheme(s)	Existing Fund Manager(s)	Revised Fund Manager(s)
HSBC Large Cap Fund	' Mr. Neelotpal Sahai ' Mr. Gautam Bhupal ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Neelotpal Sahai ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Large & Mid Cap Fund	' Ms. Cheenu Gupta ' Mr. Abhishek Gupta ' Mr. Sonal Gupta (For Overseas Investment)	' Ms. Cheenu Gupta ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Midcap Fund	' Ms. Cheenu Gupta ' Mr. Venugopal Manghat ' Mr. Sonal Gupta (For Overseas Investment)	' Ms. Cheenu Gupta ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Flexi Cap Fund	' Mr. Abhishek Gupta ' Mr. Venugopal Manghat ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Abhishek Gupta ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Multi Cap Fund	' Mr. Venugopal Manghat (For Equity) ' Mr. Gautam Bhupal (For Equity) ' Mr. Mahesh Chhabria (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Venugopal Manghat (For Equity) ' Mr. Mahesh Chhabria (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Small Cap Fund	' Mr. Venugopal Manghat ' Ms. Cheenu Gupta ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Venugopal Manghat ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Focused Fund	' Mr. Neelotpal Sahai ' Ms. Cheenu Gupta ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Neelotpal Sahai ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Value Fund	' Mr. Venugopal Manghat ' Mr. Gautam Bhupal ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Venugopal Manghat ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Business Cycles Fund	' Mr. Gautam Bhupal ' Mr. Venugopal Manghat ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Gautam Bhupal ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Consumption Fund	' Mr. Gautam Bhupal ' Mr. Anish Goenka ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Anish Goenka ' Mr. Sonal Gupta (For Overseas Investment)
HSBC ELSS Tax saver Fund	' Mr. Abhishek Gupta ' Mr. Gautam Bhupal ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Abhishek Gupta ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Aggressive Hybrid Fund	' Ms. Cheenu Gupta (For Equity) ' Mr. Gautam Bhupal (For Equity) ' Mr. Shriram Ramanathan (For Fixed Income) ' Mr. Mohd Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)	' Mr. Gautam Bhupal (For Equity) ' Mr. Shriram Ramanathan (For Fixed Income) ' Mr. Mohd Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Balanced Advantage Fund	' Mr. Neelotpal Sahai & Mr. Gautam Bhupal (For Equity ' Mr. Praveen Ayathan & Mr. Hitesh Gondhia (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investments)	' Mr. Neelotpal Sahai (For Equity) ' Mr. Praveen Ayathan (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investments)
HSBC Equity Savings Fund	' Ms. Cheenu Gupta & Mr. Abhishek Gupta (For Equity) ' Mr. Praveen Ayathan & Mr. Hitesh Gondhia (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)	' Ms. Cheenu Gupta (For Equity) ' Mr. Praveen Ayathan (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income) ' Mr. Sonal Gupta (For Overseas Investment)
HSBC Arbitrage Fund	' Mr. Praveen Ayathan & Mr. Hitesh Gondhia (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income)	' Mr. Praveen Ayathan (For Arbitrage portion) ' Mr. Mahesh Chhabria & Mr. Mohd. Asif Rizwi (For Fixed Income)