| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| HSBC Medium Duration Fund - Regular Growth | 8.17 | 7.53 | 5.8 | 6.38 | 0 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 10.33 | 8.58 | 13.73 | 11.28 | 8.4 |
| Kotak Medium Term Fund - Growth | 8.75 | 7.4 | 5.96 | 6.28 | 7.05 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 8.6 | 7.89 | 6.5 | 7.07 | 7.53 |
| Nippon India Strategic Debt Fund - Growth Option | 8.2 | 7.58 | 5.69 | 1.25 | 3.38 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 8.04 | 7.61 | 6.16 | 6.98 | 8.02 |
| HDFC Medium Term Debt Fund - Growth Option | 7.99 | 7.33 | 5.78 | 6.53 | 7.17 |
| ICICI Prudential Medium Term Bond Fund - Growth | 7.93 | 7.45 | 6.3 | 7.01 | 7.45 |
| Invesco India Medium Duration Fund - Regular - Growth | 7.79 | 6.93 | 5.1 | 0 | 0 |
| DSP Bond Fund - Growth | 7.72 | 7.3 | 5.78 | 6.17 | 6.18 |
| Based On | HSBC Medium Duration Fund - Regular Growth | BSE India Bond Index | Debt: Medium Duration |
|---|---|---|---|
| CAGR since inception | 6.96% | 8.74% | 6.83% |
| 1 Year | 8.17% | 7.49% | 8.02% |
| 3 Year | 5.80% | 5.99% | 6.16% |
| 5 Year | 6.38% | 7.41% | 6.09% |
| 10 Year | 0.00% | 8.41% | 6.73% |
| Nav / Index Value as on2024-12-22 | 844.35% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | -0.39 |
| Debt | 98.46 |
| Mutual Funds | 0.25 |
| Cash & Cash Equivalents | 1.68 |
| Company | Holding |
|---|---|
| RURAL ELECTRIFICATION CORPORATION LIMITED | 6.32 |
| ONGC PETRO ADDITIONS LIMITED | 2.59 |
| AADHAR HOUSING FINANCE LIMITED | 2.49 |
| ORIENTAL NAGPUR BETUL HIGHWAY LIMITED | 2.41 |
| FIRST BUSINESS RECEIVABLES TRUST | 1.65 |
| INDOSTAR CAPITAL FINANCE LIMITED | 1.49 |
| PATEL KNR HEAVY INFRASTRUCTURES PRIVATE LIMITED | 0.16 |
| -0.39 |
To calculate the HSBC Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
