HSBC Medium Term Fund (Regular)
HSBC Mutual Fund · benchmark: the median Medium Term fund · 3.9 years old · AMFI code 151149
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
B (middle of the peer group), score 58.3 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.4% | 2.6% | -0.2% | 7 / 12 |
| 1 year | 4.2% | 4.3% | -0.0% | 6 / 12 |
| 3 years (a year) | 7.0% | 6.7% | +0.3% | 7 / 12 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of HSBC Medium Term Fund (Regular plan)?
₹21.79 on 6 Nov 2026 (Growth option).
What is the expense ratio of HSBC Medium Term Fund (Regular)?
1.12% a year; the Direct plan's is 0.41%.
What return has HSBC Medium Term Fund given over 3 years?
7.0% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Medium Term fund.
How is HSBC Medium Term Fund rated?
B: 5 of 12 Regular plans in Medium Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.