NSE ScannerHSBC Mutual Fund · Debt · Dynamic Term · Direct plan
HSBC Dynamic Term Fund - Direct Plan - Growth
₹33.1657NAV on 30 Oct 2026Expense ratio 0.30%
29 Oct 2025NAV low 32.34 · high 33.7+2.2%
In plain words
Over 3 years it returned +6.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -2.0%.
On 3-year return it ranks 13 of 21 funds in Dynamic Term.
A monthly SIP over 3 years ended ₹3,114 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 | -0.4% | +1.9% |
| 3 months | -0.8% | -5.1% |
| 6 months | +1.6% | -3.2% |
| 1 year | +2.5% | -10.2% |
| 3 years (yearly) | +6.5% | +7.4% |
| Since start (yearly) | +6.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,553 | +2.1% |
| 3 years | ₹3,60,000 | ₹3,87,656 | +4.6% |
Other plan of this fund: HSBC Dynamic Term Fund - Regular Plan - Growth