TickerKhojHSBC Mutual Fund · Debt · Medium Term · Regular plan
HSBC Medium Term Fund - Regular Plan - Growth
₹21.6655NAV on 2 Nov 2026Expense ratio 1.12%
3 Nov 2025NAV low 20.88 · high 21.79+3.8%
In plain words
Over 3 years it returned +6.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.1%.
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 | 0.0% | +1.9% |
| 3 months | -0.1% | -5.1% |
| 6 months | +2.2% | -3.2% |
| 1 year | +3.8% | -10.2% |
| 3 years (yearly) | +6.8% | +7.4% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,182 | +3.4% |
| 3 years | ₹3,60,000 | ₹3,92,622 | +5.7% |
Other plan of this fund: HSBC Medium Term Fund - Direct Plan - Growth