MonitorPlan n/a · Option n/a
HSBC Short Term Fund
HSBC Mutual FundIncome/Debt Oriented Schemes - Short Term Fund3.8 years
- NAV
- 11.0515
- 15 Sept 2026
- 1Y
- -0.3%
- Trailing CAGR
- AUM
- ₹9.02 Cr
- 30 Jun 2026
- Volatility
- Low
- 2.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.3%
- 3Y-0.1%
- 5Yn/a
- 10Yn/a
- SI-0.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.5%
- 3Y-0.2%
- 5Yn/a
- 10Yn/a
- Since inception
- -0.0%
- Calendar-day CAGR
- Excess 1Y
- -4.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -0.4%
- 193 daily-ending windows
- Median rolling 3Y
- -0.0%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- -0.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 90 days
- 7 recovered episodes
- Longest recovery
- 548 days
- Trough to prior peak
- Current spell
- 509 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
24 Apr 2025 – open
Trough 21 May 2026 · not recovered
-2.2%
25 Apr 2023 – 9 Apr 2025
Trough 9 Oct 2023 · recovered in 548 days
-1.1%
27 Mar 2023 – 21 Apr 2023
Trough 28 Mar 2023 · recovered in 24 days
-0.8%
26 Dec 2022 – 20 Mar 2023
Trough 30 Jan 2023 · recovered in 49 days
-0.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
21
Consistency
n/a
Risk-adjusted
0
Drawdown
95
Mean
29
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Short Term Fund (the scheme has 2 segregated portfolios)
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.2%
- Max DD
- -2.1%
- Sharpe
- 2.20
- 3Y win
- +63%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Canara Robeco Short Term Fund
Canara Robeco Mutual Fund
- 1Y
- +5.5%
- 3Y
- +7.0%
- Vol
- 1.3%
- Max DD
- -2.2%
- Sharpe
- 1.52
- 3Y win
- +15%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Groww Short Term Fund
Groww Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.0%
- Max DD
- -1.2%
- Sharpe
- 2.20
- 3Y win
- +32%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Mahindra Manulife Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.7%
- Vol
- 0.9%
- Max DD
- -1.1%
- Sharpe
- 1.51
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.5%
- Vol
- 0.9%
- Max DD
- -0.7%
- Sharpe
- 1.74
- 3Y win
- +45%
- Lower volatility
- Shallower drawdown
- Higher trailing returns