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HSBC Medium Duration Fund - Regular Growth is a debt scheme managed by HSBC Mutual Fund. Three-year compounded annual return is 6.80%, placing it in the 52nd percentile of Debt peers. It has ranked in the top half of its category for 4 of the last 10 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.15% on assets of ₹732Cr. The fund is currently managed by Shriram Ramanathan, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Bank of Baroda | Financial Services | 6.44% |
| LIC Housing Finance Limited | Financial Services | 5.69% |
| Vedanta Limited | Basic Materials | 3.50% |
| Indian Railway Finance Corporation Ltd | Financial Services | 3.42% |
| Union Bank of India | Financial Services | 3.22% |
| MAS Financial Services Limited | Financial Services | 2.94% |
| Indostar Capital Finance Limited | Financial Services | 0.74% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 25.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹3,098 Cr | 1.56% | +9.32% | +11.70% | 4★ |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹2,078 Cr | 1.32% | +7.24% | +6.50% | 3★ |
| SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹6,410 Cr | 1.21% | +6.78% | +6.04% | 2★ |
| Bandhan Medium Duration Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹1,294 Cr | 1.35% | +6.03% | +5.02% | 2★ |
| UTI Medium Duration Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹36 Cr | 1.49% | +5.94% | +5.84% | 1★ |
| Invesco India Medium Duration Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹167 Cr | 1.12% | +5.93% | — | 1★ |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Sundaram Mutual Fund | ₹34 Cr | 1.86% | +4.74% | +3.86% | 1★ |