MF ExpertFund research
HSBC Mutual FundIncomeGrowth

HSBC Income Fund - Short Term - Inst. Plus - Growth

Scheme code #108363 · Open Ended Schemes

₹16.0261
Latest NAV
27-04-2017
0.01%
Day change
₹16.0331
52-week high
₹14.765
52-week low
NAV history
Returns
1 month0.53%
3 months0.91%
6 months3.30%
1 year (absolute)8.54%
3 years (absolute)30.02%
5 years (absolute)54.14%
1Y CAGR8.55%
3Y CAGR9.13%
5Y CAGR9.04%
Since inception CAGR5.92%
Risk metrics
Volatility (1Y, annualized σ)1.34%
Volatility (3Y, annualized σ)1.05%
Max drawdown (1Y)-0.66%
Max drawdown (3Y)-0.66%
Max drawdown (all time)-6.30%
Sharpe ratio (1Y, rf=6%)1.84
Sharpe ratio (3Y, rf=6%)3.02
Scheme metadata
Fund houseHSBC Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeH
Scheme code108363
Earliest NAV date19-02-2009
Total NAV observations1,601
History last refreshed2026-08-30 14:44:22 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.