HSBC Medium to Long Duration Fund Fund(G)-Direct Plan
This fund ranks 10th out of 13 funds in its category.
Strengths and Weaknesses
There is possibility for lower returns as the fund maintains a low Yield to Maturity (YTM)
The fund holds low quality bonds and securities, along with a concentrated portfolio.
Low AUM may result in limited portfolio diversification.
Historically the fund has generated low returns.
Exhibits a relatively high level of volatility, indicated by its elevated standard deviation.
High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.
Who should invest?
Investors having a 5 to 7 years of investment horizon but wants to avoid equity market risk can invest in this fund. Investing should be considered when interest rates in the economy are expected to remain stable or fall.
Who should avoid?
Short term investors and those who take very low risks should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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