TickerKhojHSBC Mutual Fund · Debt · Medium Term · Direct plan
HSBC Medium Term Fund - Direct Plan - Growth
₹23.858NAV on 2 Nov 2026Expense ratio 0.41%
3 Nov 2025NAV low 22.84 · high 23.96+4.5%
In plain words
Over 3 years it returned +7.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.0%.
On 3-year return it ranks 6 of 12 funds in Medium Term.
A monthly SIP over 3 years ended ₹4,325 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 | +0.1% | +1.9% |
| 3 months | +0.1% | -5.1% |
| 6 months | +2.5% | -3.2% |
| 1 year | +4.5% | -10.2% |
| 3 years (yearly) | +7.5% | +7.4% |
| Since start (yearly) | +7.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,653 | +4.1% |
| 3 years | ₹3,60,000 | ₹3,96,947 | +6.4% |
Other plan of this fund: HSBC Medium Term Fund - Regular Plan - Growth