Fixed Income • Ultra Short Duration • Direct growth
Top rated fund from 372 Ultra Short Duration
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Ultra Short Duration
Direct growth
Launched On
29 Jan 2020
5.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹1,393.37
+0.0155% (0.30)
AUM
₹2,932 Cr
Expense ratio
0.16%
Benchmark
Fund Plan
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Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
Distribution
Asset split
Cash57.86%
Debt42.14%
What's in this fund?
Credit Rating
Sectors
Holdings
57.46%
24.62%
17.92%
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,23,565 Cr • Rank #16
HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.
Fund Managers
Mahesh Chhabria
Experience: 2.82 yrs • Total AUM: 5,15,394 Cr
Risk
Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.