Which funds are similar to HSBC Medium to Long Duration Fund Direct-Growth?
Funds similar to HSBC Medium to Long Duration Fund Direct-Growth in the Debt: Medium to Long Duration category include SBI Medium to Long Duration Fund Direct-Growth, ICICI Prudential Bond Fund Direct Plan-Growth, and Kotak Bond Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Medium to Long Duration Fund Direct-Growth in its category?
On a 3-year return basis HSBC Medium to Long Duration Fund Direct-Growth is ranked 9 out of 13 funds in the Debt: Medium to Long Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 12 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HSBC Medium to Long Duration Fund Direct-Growth's expense ratio compare to similar funds?
HSBC Medium to Long Duration Fund Direct-Growth has an expense ratio of 0.69%. The peers SBI Medium to Long Duration Fund Direct-Growth has an expense ratio of 0.78% and ICICI Prudential Bond Fund Direct Plan-Growth has 0.54%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Medium to Long Duration Fund Direct-Growth's AUM compare to similar funds?
HSBC Medium to Long Duration Fund Direct-Growth has an AUM of ₹49.32 crore. The peers SBI Medium to Long Duration Fund Direct-Growth has an AUM of ₹2,054.73 crore and ICICI Prudential Bond Fund Direct Plan-Growth has ₹2,002.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Medium to Long Duration?
The top performing fund in the Debt: Medium to Long Duration category on a 3-year basis is LIC MF Medium to Long Duration Fund Direct-Growth with a CAGR of 7.58% as of 16 Jul 2026. HSBC Medium to Long Duration Fund Direct-Growth has delivered 6.76% CAGR over the same period, ranking 9 out of 13 funds. You can view and compare the full category ranking on sharpely.
How does HSBC Medium to Long Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Medium to Long Duration Fund Direct-Growth has a Sharpe ratio of 0.34 compared to the Debt: Medium to Long Duration average of 0.47 as of 16 Jul 2026. It ranks 10 out of 13 funds in its category on Sharpe ratio.
