Hsbc Short Duration Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
HSBC Short Duration Fund - Weekly IDCW 25/Nov/2022 10.2021
0.0022
0.0216%
HSBC Short Duration Fund - Weekly IDCW Direct Plan 25/Nov/2022 10.2246
0.0023
0.0225%
HSBC Short Duration Fund - Quarterly IDCW 25/Nov/2022 11.2191
0.0025
0.0223%
HSBC Short Duration Fund - Monthly IDCW 25/Nov/2022 11.808
0.0026
0.0220%
HSBC Short Duration Fund - Monthly IDCW Direct Plan 25/Nov/2022 13.5885
0.0031
0.0228%
HSBC Short Duration Fund - Growth 25/Nov/2022 32.6785
0.0072
0.0220%
HSBC Short Duration Fund - Growth Direct 25/Nov/2022 35.6582
0.0084
0.0236%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Hsbc Short Duration Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.68
1.05
No
No
Yes
22/25 0.65 / 7.88
1M Rolling Return %
0.25
0.25
Yes
No
No
11/25 0.15 / 0.32
3M Return %
1.03
1.42
No
No
No
15/25 0.82 / 8.14
3M Rolling Return %
0.56
0.62
No
No
No
14/24 0.29 / 1.28
6M Return %
2.28
2.76
No
No
Yes
19/25 1.93 / 9.54
6M Rolling Return %
0.92
1.72
No
No
Yes
21/24 0.55 / 9.58
1Y Return %
2.46
4.02
No
No
Yes
19/24 1.66 / 26.60
1Y Rolling Return %
3.63
4.85
No
No
Yes
18/23 3.00 / 13.00
3Y Return %
3.64
5.42
No
No
Yes
22/23 3.61 / 8.97
3Y Rolling Return %
3.20
6.20
No
No
Yes
20/21 -3.27 / 8.45
5Y Return %
3.14
5.58
No
No
Yes
21/21 3.14 / 6.87
Standard Deviation
7.71
3.21
No
No
Yes
23/24 0.94 / 11.99
Semi Deviation
5.94
2.28
No
No
Yes
22/24 0.68 / 8.69
Max Drawdown
-9.84
-3.46
No
No
Yes
20/24 -19.89 / -0.27
VaR 1 Y
-2.27
-2.31
Yes
No
Yes
21/24 -20.78 / -0.32
Average Drawdown
-2.31
-1.11
No
No
Yes
20/24 -6.83 / -0.22
Sharpe Ratio
-0.27
0.44
No
No
Yes
21/24 -2.14 / 1.37
Sterling Ratio
0.12
0.45
No
No
Yes
23/24 0.03 / 0.69
Sortino Ratio
-0.09
0.31
No
No
Yes
21/24 -0.57 / 1.05
Jensen Alpha
-7.83
0.65
No
No
Yes
18/18 -7.83 / 6.88
Treynor Ratio
-0.00
0.04
No
No
Yes
16/18 -0.02 / 0.51
Modigliani Square measure
1.27
4.50
No
No
Yes
18/18 1.27 / 6.71
Active Return
0.03
-0.00
Yes
Yes
No
1/18 -0.03 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Hsbc Short Duration Fund Performance Analysis

Hsbc Short Duration Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Hsbc Short Duration Fund

Top Performing Funds in Short Duration Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Short Term Opportunities Fund

1 The Aditya Birla Sun Life Short Term Opportunities Fund is a Short Duration Fund. In the Short Duration Fund category there are 25 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Short Term Opportunities Fund performance snapshot section. 3.85% 6.09% -0.51% -0.70% 1.04 0.74 0.39

Axis Short Term Fund

5 The Axis Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 25 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Axis Short Term Fund performance snapshot section. 3.41% 5.69% -0.49% -0.32% 1.17 0.81 0.40

Hdfc Short Term Debt Fund

4 The Hdfc Short Term Debt Fund is a Short Duration Fund. In the Short Duration Fund category there are 25 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Short Term Debt Fund performance snapshot section. 3.14% 6.03% -0.59% -0.50% 1.18 0.75 0.42

Icici Prudential Short Term Fund

2 The Icici Prudential Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 25 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Short Term Fund performance snapshot section. 4.28% 6.35% -0.27% -0.37% 1.37 1.05 0.39

Nippon India Short Term Fund

3 The Nippon India Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 25 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Nippon India Short Term Fund performance snapshot section. 2.94% 5.56% -0.85% -0.58% 1.08 0.62 0.39

Hsbc Short Duration Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.73
1.11
No
No
Yes
24/25 0.69 / 7.93
1M Rolling Return %
0.30
0.30
No
No
No
13/25 0.25 / 0.37
3M Return %
1.17
1.59
No
No
Yes
19/25 1.09 / 8.31
3M Rolling Return %
0.70
0.76
No
No
No
16/24 0.40 / 0.94
6M Return %
2.56
3.11
No
No
Yes
23/25 2.26 / 9.79
6M Rolling Return %
1.22
1.82
No
No
Yes
20/24 0.94 / 9.82
1Y Return %
3.01
4.46
No
No
Yes
19/24 2.40 / 27.06
1Y Rolling Return %
4.68
5.43
No
No
No
14/23 4.13 / 10.72
3Y Return %
4.51
6.06
No
No
Yes
22/23 3.57 / 9.45
3Y Rolling Return %
4.22
6.88
No
No
Yes
19/21 -2.73 / 9.05
5Y Return %
4.05
6.25
No
No
Yes
20/21 3.97 / 7.61
Standard Deviation
7.71
3.21
No
No
Yes
23/24 0.94 / 11.99
Semi Deviation
5.94
2.28
No
No
Yes
22/24 0.68 / 8.69
Max Drawdown
-9.84
-3.46
No
No
Yes
20/24 -19.89 / -0.27
VaR 1 Y
-2.27
-2.31
Yes
No
Yes
21/24 -20.78 / -0.32
Average Drawdown
-2.31
-1.11
No
No
Yes
20/24 -6.83 / -0.22
Sharpe Ratio
-0.27
0.44
No
No
Yes
21/24 -2.14 / 1.37
Sterling Ratio
0.12
0.45
No
No
Yes
23/24 0.03 / 0.69
Sortino Ratio
-0.09
0.31
No
No
Yes
21/24 -0.57 / 1.05
Jensen Alpha
-7.83
0.65
No
No
Yes
18/18 -7.83 / 6.88
Treynor Ratio
-0.00
0.04
No
No
Yes
16/18 -0.02 / 0.51
Modigliani Square measure
1.27
4.50
No
No
Yes
18/18 1.27 / 6.71
Active Return
0.03
-0.00
Yes
Yes
No
1/18 -0.03 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Hsbc Short Duration Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.68% 0.73%
1M Rolling Return % 0.25% 0.30%
3M Return % 1.03% 1.17%
3M Rolling Return % 0.56% 0.70%
6M Return % 2.28% 2.56%
6M Rolling Return % 0.92% 1.22%
1Y Return % 2.46% 3.01%
1Y Rolling Return % 3.63% 4.68%
3Y Return % 3.64% 4.51%
3Y Rolling Return % 3.20% 4.22%
5Y Return % 3.14% 4.05%
Standard Deviation 7.71% 7.71%
Semi Deviation 5.94% 5.94%
Max Drawdown -9.84% -9.84%
VaR 1 Y -2.27% -2.27%
Average Drawdown -2.31% -2.31%
Sharpe Ratio -0.27% -0.27%
Sterling Ratio 0.12% 0.12%
Sortino Ratio -0.09% -0.09%
Jensen Alpha -7.83% -7.83%
Treynor Ratio -0.00% -0.00%
Modigliani Square measure 1.27% 1.27%
Active Return 0.03% 0.03%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Hsbc Short Duration Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 4.40% 6.05% 5.57% 0.00%
One Year 1.36% 8.46% 5.17% 0.00%
Three Year 2.78% 7.18% 5.34% 0.00%
Five Year 3.54% 6.69% 5.36% 0.00%
Seven Year 4.06% 6.42% 5.60% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Short Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sundaram Short Duration Fund

0.08
1
0.23
1
0.78
7
1.37
3
2.50
13

Idbi Short Term Bond Fund

0.06
2
0.20
3
0.87
4
1.29
6
2.73
4
2.78
12
8.22
2
6.13
9

Uti Short Term Income Fund

0.03
3
0.15
6
0.67
23
1.33
5
2.58
8
3.39
6
7.38
3
4.70
16

Baroda Short Term Bond Fund

0.03
4
0.17
4
0.76
14
1.26
7
2.70
6
2.75
13
4.69
19
5.97
11

Hsbc Short Duration Fund

0.02
5
0.15
7
0.68
22
1.03
15
2.28
19
2.46
19
3.64
22
3.14
21

L&T Short Term Bond Fund

0.02
6
0.15
5
0.73
16
1.00
20
2.41
15
2.40
21
4.98
13
6.10
10

Franklin India Short Term Income Plan

0.01
7
0.21
2
1.01
2
1.37
4
2.26
20
8.62
2
5.30
10
5.95
12

Invesco India Short Term Fund

0.01
8
0.13
13
0.70
20
1.01
17
2.18
22
2.26
22
4.71
18
5.70
14

Lic Mf Short Term Debt Fund

0.01
9
0.12
16
0.66
24
0.82
25
1.93
25
1.75
23
4.05
21

Canara Robeco Short Duration Fund

0.00
10
0.13
12
0.76
12
0.97
22
2.26
21
2.60
16
4.77
17
5.64
15

Indiabulls Short Term Fund

0.00
11
0.14
10
0.75
15
0.95
23
2.15
24
1.66
24
3.61
23
4.55
18

Dsp Short Term Fund

0.00
12
0.15
8
0.77
11
1.00
18
2.32
17
2.71
14
4.93
14
5.87
13

Pgim India Short Maturity Fund

-0.00
13
0.11
21
0.65
25
1.20
12
2.48
14
2.94
9
4.27
20
3.68
19

Hdfc Short Term Debt Fund

-0.00
14
0.13
14
0.76
13
1.24
10
2.72
5
3.14
7
6.03
6
6.87
1

Axis Short Term Fund

-0.00
15
0.12
18
0.77
10
1.16
13
2.64
7
3.41
5
5.69
7
6.54
4

Nippon India Short Term Fund

-0.01
16
0.12
20
0.77
9
1.05
14
2.53
10
2.94
10
5.56
8
6.20
7

Boi Axa Short Term Income Fund

-0.01
17
0.12
15
7.88
1
8.14
1
9.54
1
26.60
1
8.97
1
3.46
20

Aditya Birla Sun Life Short Term Opportunities Fund

-0.01
18
0.11
23
0.71
18
1.23
11
2.90
3
3.85
4
6.09
5
6.67
3

Mirae Asset Short Term Fund

-0.01
19
0.14
11
0.70
21
1.02
16
2.38
16
2.81
11
4.83
16

Tata Short Term Bond Fund

-0.01
20
0.11
22
0.71
19
0.89
24
2.18
23
2.54
17
4.91
15
4.62
17

Mahindra Manulife Short Term Fund

-0.02
21
0.12
17
0.73
17
0.97
21
2.32
18
2.45
20

Icici Prudential Short Term Fund

-0.02
22
0.10
24
0.78
8
1.76
2
3.53
2
4.28
3
6.35
4
6.77
2

Sbi Short Term Debt Fund

-0.03
23
0.14
9
0.83
6
1.24
9
2.51
11
3.01
8
5.19
11
6.16
8

Kotak Bond Short Term Fund

-0.03
24
0.08
25
0.83
5
1.26
8
2.58
9
2.68
15
5.32
9
6.29
5

Idfc Bond Fund - Short Term Plan

-0.06
25
0.12
19
0.91
3
1.00
19
2.51
12
2.49
18
5.13
12
6.25
6
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sundaram Short Duration Fund

0.09
1
0.24
1
0.84
10
1.54
3
2.84
11

Idbi Short Term Bond Fund

0.06
2
0.21
3
0.91
4
1.41
8
2.97
7
3.27
16
8.78
2
6.87
7

Uti Short Term Income Fund

0.04
3
0.16
5
0.73
23
1.49
4
2.89
10
4.03
5
7.97
3
5.25
17

Baroda Short Term Bond Fund

0.03
4
0.18
4
0.82
14
1.44
6
3.05
4
3.45
12
5.44
17
6.71
10

Hsbc Short Duration Fund

0.02
5
0.16
9
0.73
24
1.17
19
2.56
23
3.01
19
4.51
22
4.05
20

L&T Short Term Bond Fund

0.02
6
0.16
8
0.77
21
1.12
23
2.65
18
2.89
22
5.49
16
6.63
11

Invesco India Short Term Fund

0.01
7
0.15
13
0.78
18
1.22
17
2.62
20
3.13
18
5.60
14
6.61
12

Lic Mf Short Term Debt Fund

0.01
8
0.14
14
0.75
22
1.09
25
2.47
24
2.83
23
5.15
19

Franklin India Short Term Income Plan

0.01
9
0.21
2
1.01
2
1.37
10
2.26
25
2.40
24
3.57
23
5.21
18

Canara Robeco Short Duration Fund

0.00
10
0.15
12
0.82
13
1.13
21
2.57
22
3.21
17
5.42
18
6.34
14

Indiabulls Short Term Fund

0.00
11
0.16
7
0.85
7
1.25
15
2.78
14
2.96
21
4.94
21
5.81
15

Dsp Short Term Fund

0.00
12
0.16
6
0.82
12
1.16
20
2.64
19
3.34
15
5.59
15
6.59
13

Pgim India Short Maturity Fund

-0.00
13
0.12
22
0.69
25
1.34
12
2.76
16
3.67
7
5.05
20
4.51
19

Hdfc Short Term Debt Fund

-0.00
14
0.14
16
0.80
16
1.36
11
2.96
8
3.60
9
6.48
6
7.21
4

Axis Short Term Fund

-0.00
15
0.13
18
0.83
11
1.34
13
3.00
5
4.10
4
6.41
8
7.26
3

Nippon India Short Term Fund

-0.00
16
0.13
19
0.84
9
1.25
14
2.95
9
3.77
6
6.42
7
7.01
6

Boi Axa Short Term Income Fund

-0.01
17
0.13
17
7.93
1
8.31
1
9.79
1
27.06
1
9.45
1
3.97
21

Mirae Asset Short Term Fund

-0.01
18
0.15
10
0.77
20
1.23
16
2.81
13
3.65
8
5.70
12

Aditya Birla Sun Life Short Term Opportunities Fund

-0.01
19
0.12
23
0.77
19
1.41
7
3.27
3
4.59
3
6.83
5
7.40
2

Tata Short Term Bond Fund

-0.01
20
0.13
21
0.78
17
1.11
24
2.61
21
3.43
14
5.87
10
5.56
16

Mahindra Manulife Short Term Fund

-0.02
21
0.14
15
0.81
15
1.22
18
2.82
12
3.44
13

Icici Prudential Short Term Fund

-0.02
22
0.12
24
0.85
8
1.95
2
3.92
2
5.07
2
7.16
4
7.61
1

Sbi Short Term Debt Fund

-0.03
23
0.15
11
0.87
6
1.37
9
2.77
15
3.52
11
5.72
11
6.71
9

Kotak Bond Short Term Fund

-0.03
24
0.10
25
0.90
5
1.47
5
3.00
6
3.53
10
6.18
9
7.17
5

Idfc Bond Fund - Short Term Plan

-0.06
25
0.13
20
0.95
3
1.12
22
2.75
17
2.98
20
5.66
13
6.78
8
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Opportunities Fund

0.30
3
0.73
5
1.67
4
4.79
5
8.09
3

Axis Short Term Fund

0.29
5
0.67
7
1.45
6
4.30
9
8.07
4

Franklin India Short Term Income Plan

0.32
1
1.28
1
6.66
2
13.00
1
4.16
18

Mirae Asset Short Term Fund

0.25
12
0.54
17
1.15
11
3.90
15

Baroda Short Term Bond Fund

0.31
2
0.66
8
1.09
13
4.30
8
6.97
13

Boi Axa Short Term Income Fund

0.27
7
0.80
2
9.58
1
4.24
11
-3.27
21

Canara Robeco Short Duration Fund

0.23
19
0.53
18
1.02
17
3.48
21
7.03
12

Dsp Short Term Fund

0.25
14
0.55
15
1.06
15
3.80
16
7.41
10

Hdfc Short Term Debt Fund

0.25
10
0.64
10
1.36
7
4.73
6
8.45
1

Hsbc Short Duration Fund

0.25
11
0.56
14
0.92
21
3.63
18
3.20
20

Icici Prudential Short Term Fund

0.30
4
0.62
11
1.72
3
4.58
7
8.23
2

Idbi Short Term Bond Fund

0.26
9
0.72
6
1.19
10
10.18
2
6.63
14

Idfc Bond Fund - Short Term Plan

0.25
13
0.62
12
1.06
14
4.18
12
7.90
5

Indiabulls Short Term Fund

0.15
25
0.29
24
0.55
24
3.00
23
5.00
16

Invesco India Short Term Fund

0.24
17
0.51
19
0.81
22
3.53
20
7.32
11

Kotak Bond Short Term Fund

0.21
22
0.50
21
1.02
18
4.27
10
7.86
6

Nippon India Short Term Fund

0.27
8
0.73
4
1.22
9
5.27
4
7.75
7

Pgim India Short Maturity Fund

0.22
21
0.49
22
1.11
12
3.77
17
3.91
19

Sbi Short Term Debt Fund

0.28
6
0.66
9
1.23
8
3.97
13
7.61
9

Tata Short Term Bond Fund

0.24
15
0.50
20
1.04
16
3.59
19
5.82
15

Uti Short Term Income Fund

0.24
16
0.76
3
1.66
5
7.87
3
4.38
17

L&T Short Term Bond Fund

0.23
18
0.54
16
0.95
20
3.94
14
7.64
8

Lic Mf Short Term Debt Fund

0.19
24
0.39
23
0.67
23
3.14
22

Mahindra Manulife Short Term Fund

0.22
20
0.59
13
1.00
19

Sundaram Short Duration Fund

0.19
23
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Opportunities Fund

0.37
3
0.91
4
2.03
3
5.51
5
8.84
2

Axis Short Term Fund

0.34
5
0.84
5
1.79
5
5.02
10
8.78
3

Franklin India Short Term Income Plan

0.25
25
0.40
24
0.94
24
9.55
2
3.64
20

Mirae Asset Short Term Fund

0.32
7
0.74
12
1.56
8
4.77
11

Baroda Short Term Bond Fund

0.37
2
0.83
7
1.43
13
5.09
9
7.72
13

Boi Axa Short Term Income Fund

0.29
17
0.93
2
9.82
1
4.72
12
-2.73
21

Canara Robeco Short Duration Fund

0.28
18
0.68
20
1.32
17
4.13
23
7.74
12

Dsp Short Term Fund

0.30
12
0.70
18
1.37
16
4.46
18
8.14
11

Hdfc Short Term Debt Fund

0.30
15
0.77
11
1.59
7
5.27
7
8.75
4

Hsbc Short Duration Fund

0.30
13
0.70
16
1.22
20
4.68
14
4.22
19

Icici Prudential Short Term Fund

0.37
1
0.81
9
2.10
2
5.38
6
9.05
1

Idbi Short Term Bond Fund

0.30
10
0.83
6
1.43
15
10.72
1
7.21
14

Idfc Bond Fund - Short Term Plan

0.29
16
0.74
14
1.30
18
4.69
13
8.43
7

Indiabulls Short Term Fund

0.26
23
0.62
23
1.21
21
4.36
21
6.28
16

Invesco India Short Term Fund

0.31
9
0.73
15
1.24
19
4.43
20
8.24
8

Kotak Bond Short Term Fund

0.28
19
0.70
17
1.43
14
5.13
8
8.75
5

Nippon India Short Term Fund

0.34
4
0.94
1
1.63
6
6.13
4
8.58
6

Pgim India Short Maturity Fund

0.28
20
0.69
19
1.48
12
4.57
15
4.75
18

Sbi Short Term Debt Fund

0.33
6
0.78
10
1.48
10
4.50
17
8.19
9

Tata Short Term Bond Fund

0.31
8
0.74
13
1.48
11
4.57
16
6.79
15

Uti Short Term Income Fund

0.30
14
0.91
3
1.97
4
8.46
3
4.91
17

L&T Short Term Bond Fund

0.28
21
0.66
21
1.19
23
4.45
19
8.17
10

Lic Mf Short Term Debt Fund

0.27
22
0.66
22
1.20
22
4.25
22

Mahindra Manulife Short Term Fund

0.30
11
0.83
8
1.49
9

Sundaram Short Duration Fund

0.25
24
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Opportunities Fund

-0.70
7
-0.51
4
-0.23
2
2.08
18
1.22
12

Axis Short Term Fund

-0.32
1
-0.49
3
-0.27
3
1.73
6
1.05
3

Franklin India Short Term Income Plan

-12.08
23
-13.16
23
-2.63
22
7.47
22
4.79
20

Mirae Asset Short Term Fund

-0.83
10
-0.64
6
-0.47
14
1.63
3
1.08
5

Baroda Short Term Bond Fund

-1.02
14
-1.19
17
-0.85
18
1.74
7
1.29
17

Boi Axa Short Term Income Fund

-20.78
24
-19.89
24
-6.83
24
11.99
24
8.69
24

Canara Robeco Short Duration Fund

-0.59
5
-0.69
8
-0.31
6
1.63
4
1.03
2

Dsp Short Term Fund

-0.97
13
-0.69
7
-0.27
4
1.85
11
1.20
9

Hdfc Short Term Debt Fund

-0.50
3
-0.59
5
-0.33
8
1.90
14
1.21
10

Hsbc Short Duration Fund

-2.27
21
-9.84
20
-2.31
20
7.71
23
5.94
22

Icici Prudential Short Term Fund

-0.37
2
-0.27
1
-0.22
1
1.79
9
1.08
4

Idbi Short Term Bond Fund

-2.71
22
-4.09
19
-2.00
19
5.25
19
2.98
19

Idfc Bond Fund - Short Term Plan

-1.18
17
-1.28
18
-0.71
17
1.95
16
1.29
16

Indiabulls Short Term Fund

-1.16
16
-1.09
16
-0.39
11
1.56
2
1.09
6

Invesco India Short Term Fund

-1.52
20
-0.93
13
-0.40
12
2.04
17
1.32
18

Kotak Bond Short Term Fund

-0.89
11
-0.83
11
-0.61
16
1.86
12
1.24
14

Nippon India Short Term Fund

-0.58
4
-0.85
12
-0.33
7
1.72
5
1.16
7

Pgim India Short Maturity Fund

-1.21
18
-10.79
21
-2.36
21
6.20
20
5.47
21

Sbi Short Term Debt Fund

-1.34
19
-0.77
10
-0.45
13
1.87
13
1.24
13

Tata Short Term Bond Fund

-0.82
8
-0.76
9
-0.30
5
1.92
15
1.21
11

Uti Short Term Income Fund

-0.82
9
-11.22
22
-3.02
23
6.64
21
5.97
23

L&T Short Term Bond Fund

-0.92
12
-1.07
15
-0.52
15
1.83
10
1.26
15

Lic Mf Short Term Debt Fund

-1.06
15
-0.96
14
-0.35
9
1.77
8
1.18
8

Sundaram Short Duration Fund

-0.69
6
-0.36
2
-0.36
10
0.94
1
0.68
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Opportunities Fund

1.04
5
0.74
4
0.64
3
0.39
0.98
6 0.86 8
0.49
13
0.02
5
5.48
7
0.00
5

Axis Short Term Fund

1.17
3
0.81
2
0.63
4
0.40

Franklin India Short Term Income Plan

0.07
18
0.05
18
0.22
20
0.46
6.88
1 -0.38 18
0.00
16
-0.01
17
1.38
17
-0.01
15

Mirae Asset Short Term Fund

0.81
9
0.44
9
0.55
9
0.38
0.19
9 0.77 12
0.92
1
0.01
10
5.96
3
-0.01
11

Baroda Short Term Bond Fund

0.60
15
0.26
15
0.50
15
0.44
-0.91
14 0.94 5
0.61
11
0.00
13
5.02
8
-0.01
10

Boi Axa Short Term Income Fund

-0.29
22
-0.09
22
0.03
24
0.53
4.00
3 0.43 16
0.00
17
0.05
2
1.47
16
0.01
4

Canara Robeco Short Duration Fund

0.66
13
0.36
13
0.52
14
0.42
-0.33
12 0.85 9
0.91
3
0.00
11
5.49
6
-0.01
13

Dsp Short Term Fund

0.73
11
0.41
10
0.55
8
0.40

Hdfc Short Term Debt Fund

1.18
2
0.75
3
0.64
2
0.42
0.66
7 0.92 6
0.80
7
0.02
6
5.90
4
0.00
6

Hsbc Short Duration Fund

-0.27
21
-0.09
21
0.12
23
0.53
-7.83
18 1.97 1
0.24
14
-0.00
16
1.27
18
0.03
1

Icici Prudential Short Term Fund

1.37
1
1.05
1
0.69
1
0.39
1.65
5 0.79 11
0.71
9
0.03
4
6.71
1
0.00
7

Idbi Short Term Bond Fund

0.27
17
0.16
17
0.42
17
0.54
6.68
2 0.05 17
0.00
18
0.51
1
2.78
15
0.02
3

Idfc Bond Fund - Short Term Plan

0.82
8
0.45
8
0.55
10
0.42

Indiabulls Short Term Fund

-0.47
23
-0.17
23
0.34
18
0.41
-0.98
16 0.66 14
0.56
12
-0.02
18
3.73
14
-0.03
18

Invesco India Short Term Fund

0.61
14
0.33
14
0.53
13
0.40
-1.52
17 1.06 2
0.91
4
0.00
12
4.50
13
-0.01
14

Kotak Bond Short Term Fund

0.92
6
0.51
6
0.58
6
0.38

Nippon India Short Term Fund

1.08
4
0.62
5
0.59
5
0.39
-0.18
11 0.98 3
0.92
2
0.01
7
6.28
2
-0.00
8

Pgim India Short Maturity Fund

-0.22
20
-0.06
20
0.15
22
0.54
0.22
8 0.68 13
0.69
10
0.00
14
5.01
9
-0.01
16

Sbi Short Term Debt Fund

0.87
7
0.48
7
0.57
7
0.39
0.14
10 0.86 7
0.76
8
0.01
8
5.53
5
-0.01
9

Tata Short Term Bond Fund

0.69
12
0.39
12
0.55
11
0.40
-0.75
13 0.96 4
0.88
6
0.01
9
5.00
10
-0.01
12

Uti Short Term Income Fund

-0.03
19
0.00
19
0.20
21
0.55
3.77
4 0.62 15
0.09
15
0.05
3
4.88
11
0.02
2

L&T Short Term Bond Fund

0.78
10
0.40
11
0.54
12
0.43

Lic Mf Short Term Debt Fund

0.44
16
0.22
16
0.48
16
0.40
-0.97
15 0.84 10
0.89
5
-0.00
15
4.67
12
-0.02
17

Sundaram Short Duration Fund

-2.14
24
-0.57
24
0.23
19
0.56

Hsbc Short Duration Fund Additional Return Analysis

Hsbc Short Duration Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.22 1001.51 1006.80 1010.34 1022.79 1024.65 1113.08 1167.11
Direct Plan Value of 1000 Rupee 1000.24 1001.60 1007.26 1011.72 1025.59 1030.09 1141.51 1219.78
Fund Information
Fund Launch Date: 14/Nov/2002
Fund Category: Short Duration Fund
Investment Objective: To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Description: An open ended Short Term Debt Scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years.
Fund Benchmark: CRISIL Short Term Bond Fund Index
Source: Fund FactSheet


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