Home
/
Mutual Funds
/
HSBC Medium to Long Duration Fund Direct Growth

HSBC Medium to Long Duration Fund Direct Growth

Debt | Medium to Long Duration Fund

NAV ₹47.01 as on 20 Jun 2025

RiskModerate

Fund Size₹51.33Cr

NAV	₹47.01 as on 20 Jun 2025
Risk	Moderate
Fund Size	₹51.33Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹1,000

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

12 years 5 months (Since Jan 08, 2013)

Return since Launch

7.08%

Expense ratio

0.67%

Type

OPEN

AUM (Fund Size)

₹51.33

Risk Grade

Moderate

Benchmark

NIFTY Medium to Long Duration Debt Index A-III

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Mohd Asif Rizwi

Experience:

Over 15 years of experience HSBC Asset Management (India) Private Limited as VP Dealing Fixed Income (Since November 26, 2022) Prior Assignments: L&T Investment Management Ltd. as Senior Dealer in Fixed Income since May 11, 2020 to November 25, 2022 Yes Bank Ltd as Executive Vice President from April 2020, 2015 to May 08, 2020. ICICI Bank Ltd. as Senior Manager from May 9, 2012 to April 18, 2015. Deutsche Bank Global Markets Centre as Senior Analyst from July 2007 to May 2010.

Asset Allocation

Currently, data not available

See All

GSEC2034 16.25%

GSEC2053 10.43%

GSEC2032 10.15%

GSEC2035 9.83%

I R F C 8.37%

S I D B I 8.34%

REC Ltd 8.10%

Gujarat 2035 7.81%

Power Fin.Corpn. 6.14%

N A B A R D 6.04%

E X I M Bank 5.23%

TREPS 3.22%

CDMDF (Class A2) 0.27%

Net CA & Others -0.18%

See All

Scheme Holding Summary

Govt. Securities

54.47%

Debt Others

45.53%

See All

Govt. Securities

Debt Others

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

HSBC MUTUAL FUND

Rank (total assets)	#14 in India
Total AUM	₹1,24,514.19Cr

Date of Incorporation	12 Dec 2001

HSBC Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 08 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹1,24,514.19 Cr and the Latest NAV as of 20 Jun 2025 is ₹47.01.
The HSBC Medium to Long Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹1,000 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.

Returns and Rankings

Category: Debt Medium to Long Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	9.29%	2.66%	1.09%	0.57%
Category average	8.66%	2.59%	1.19%	-
Rank within category	4	6	9	-

FAQ’s

What kind of returns does HSBC Medium to Long Duration Fund Direct Growth provide?

HSBC Medium to Long Duration Fund Direct Growth has given a return of 8.18% in the past 3 years.

What is the expense ratio charged by HSBC Medium to Long Duration Fund Direct Growth?

The Expense Ratio charged by HSBC Medium to Long Duration Fund Direct Growth is 0.67%.

What is the AUM size of HSBC Medium to Long Duration Fund Direct Growth?

The AUM size of HSBC Medium to Long Duration Fund Direct Growth is ₹51.33Cr.

What is the minimum SIP amount that you can invest in HSBC Medium to Long Duration Fund Direct Growth?

₹1,000 is the minimum SIP amount that you can invest in HSBC Medium to Long Duration Fund Direct Growth .

What are the top stock holdings of HSBC Medium to Long Duration Fund Direct Growth?

The top stock holdings of HSBC Medium to Long Duration Fund Direct Growth include

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

window.addEventListener('load', function () { setTimeout(function () { var iframe = document.createElement('iframe'); iframe.src = 'https://www.googletagmanager.com/ns.html?id=GTM-55W5BH8P'; iframe.height = 0; iframe.width = 0; iframe.style.display = 'none'; iframe.style.visibility = 'hidden'; document.body.appendChild(iframe); }, 10000); });

HSBC Medium to Long Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium to Long Duration Fund

FAQ’s

What kind of returns does HSBC Medium to Long Duration Fund Direct Growth provide?

What is the expense ratio charged by HSBC Medium to Long Duration Fund Direct Growth?

What is the AUM size of HSBC Medium to Long Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in HSBC Medium to Long Duration Fund Direct Growth?

What are the top stock holdings of HSBC Medium to Long Duration Fund Direct Growth?

HSBC Medium to Long Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium to Long Duration Fund

FAQ’s

What kind of returns does HSBC Medium to Long Duration Fund Direct Growth provide?

What is the expense ratio charged by HSBC Medium to Long Duration Fund Direct Growth?

What is the AUM size of HSBC Medium to Long Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in HSBC Medium to Long Duration Fund Direct Growth?

What are the top stock holdings of HSBC Medium to Long Duration Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100