TickerKhojHSBC Mutual Fund · Debt · Medium to Long Term · Direct plan
HSBC Medium to Long Term Fund - Direct Plan - Growth
₹48.6073NAV on 30 Oct 2026Expense ratio 0.63%
29 Oct 2025NAV low 47.21 · high 49.26+2.1%
In plain words
Over 3 years it returned +6.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.6%.
On 3-year return it ranks 8 of 12 funds in Medium to Long Term.
A monthly SIP over 10 years ended ₹72,055 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.3% | +1.9% |
| 3 months | -0.6% | -5.1% |
| 6 months | +1.9% | -3.2% |
| 1 year | +2.3% | -10.2% |
| 3 years (yearly) | +6.4% | +7.4% |
| 5 years (yearly) | +5.2% | +6.5% |
| 10 years (yearly) | +5.8% | +11.3% |
| Since start (yearly) | +6.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,693 | +2.3% |
| 3 years | ₹3,60,000 | ₹3,87,762 | +4.7% |
| 5 years | ₹5,90,000 | ₹6,78,287 | +5.4% |
| 10 years | ₹11,90,000 | ₹15,96,794 | +5.7% |
Other plan of this fund: HSBC Medium to Long Term Fund - Regular Plan - Growth