MonitorPlan n/a · Option n/a
HSBC Ultra Short Term Fund
HSBC Mutual FundIncome/Debt Oriented Schemes - Ultra Short Term Fund6.6 years
- NAV
- 1,079.9349
- 15 Sept 2026
- 1Y
- -0.0%
- Trailing CAGR
- AUM
- ₹7.06 L
- 30 Jun 2026
- Volatility
- Low
- 0.6% 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-0.0%
- 3Y-0.0%
- 5Y+0.5%
- 10Yn/a
- SI+1.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.0%
- 3Y+0.0%
- 5Y+0.1%
- 10Yn/a
- Since inception
- +1.2%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -0.3%
- 878 daily-ending windows
- Median rolling 3Y
- +0.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 394 daily-ending windows
- SIP 3Y XIRR
- +0.0%
- 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
- 3 days
- 28 recovered episodes
- Longest recovery
- 24 days
- Trough to prior peak
- Current spell
- 1509 days
- Days below latest peak
- Time below peak
- +67%
- NAV observations
11 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-1.0%
29 Jul 2022 – open
Trough 8 Jul 2026 · not recovered
-0.9%
2 May 2022 – 30 May 2022
Trough 6 May 2022 · recovered in 24 days
-0.2%
23 Apr 2020 – 5 May 2020
Trough 28 Apr 2020 · recovered in 7 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
98
Mean
38
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
- 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.
Axis Ultra Short Term Fund
Axis Mutual Fund
- 1Y
- +6.9%
- 3Y
- +7.5%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 2.94
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANDHAN ULTRA SHORT TERM FUND
Bandhan Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.2%
- Vol
- 0.5%
- Max DD
- -0.9%
- Sharpe
- 2.28
- 3Y win
- +10%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANK OF INDIA ULTRA SHORT TERM FUND
Bank of India Mutual Fund
- 1Y
- +6.6%
- 3Y
- +6.9%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 3.81
- 3Y win
- +40%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Canara Robeco Ultra Short Term Fund
Canara Robeco Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.1%
- Vol
- 0.5%
- Max DD
- -0.6%
- Sharpe
- 3.73
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Franklin India Ultra Short Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns