HSBC Ultra Short to Short Term Fund
Direct Plan · Annual IDCW · Ultra Short Duration · Scheme code 151118
Fund houseHSBC Mutual Fund
CategoryUltra Short Duration
Plan & optionDirect · Annual IDCW
History3.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.38 | 1.65 | -5.02 | -2.25 | -0.85 | — | — | — | -0.94 |
| Ultra Short Duration category median |
— | — | — | 6.36 | 7.26 | 6.58 | — | 6.74 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 8.0% | -0.92 | -0.93 | — | — | -9.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 136 | -8.7% | -0.7% | 1.1% | 58% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.