What are the 1-year returns of HSBC Ultra Short Duration Fund Direct-Growth?
HSBC Ultra Short Duration Fund Direct-Growth has delivered a 1-year return of 6.29% as of 16 Jul 2026. During the same period, its benchmark NIFTY Ultra Short Duration Debt Index A-I returned -3.42%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of HSBC Ultra Short Duration Fund Direct-Growth?
HSBC Ultra Short Duration Fund Direct-Growth has delivered a 3-year CAGR of 7.20% as of 16 Jul 2026. Its benchmark NIFTY Ultra Short Duration Debt Index A-I returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of HSBC Ultra Short Duration Fund Direct-Growth?
HSBC Ultra Short Duration Fund Direct-Growth has delivered a 5-year CAGR of 6.41% as of 16 Jul 2026. Its benchmark NIFTY Ultra Short Duration Debt Index A-I returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of HSBC Ultra Short Duration Fund Direct-Growth since inception?
Since its launch on 29 Jan 2020, HSBC Ultra Short Duration Fund Direct-Growth has delivered a CAGR of 6.08%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has HSBC Ultra Short Duration Fund Direct-Growth performed vs its category over the long term?
Over the long term, HSBC Ultra Short Duration Fund Direct-Growth has ranked 15 out of 24 funds in the Debt: Ultra Short Duration category on a 3-year basis, and 15 out of 24 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of HSBC Ultra Short Duration Fund Direct-Growth?
The Sharpe ratio of HSBC Ultra Short Duration Fund Direct-Growth is 2.85 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of HSBC Ultra Short Duration Fund Direct-Growth?
The alpha of HSBC Ultra Short Duration Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of HSBC Ultra Short Duration Fund Direct-Growth?
The beta of HSBC Ultra Short Duration Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of HSBC Ultra Short Duration Fund Direct-Growth?
The average 1-year and 3-year rolling returns of HSBC Ultra Short Duration Fund Direct-Growth is 6.27% and 6.45% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
