Aeterna Wealth
Ultra Short to Short Term · Direct plan · Growth

HSBC Ultra Short to Short Term Fund (Direct)

HSBC Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 3.9 years old · AMFI code 151117

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A
Track-record rating: 7 of 20 in Ultra Short to Short Term

A (top 30%), score 58.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.0%3.1%-0.0%15 / 25
1 year6.0%5.9%+0.1%11 / 23
3 years (a year)7.7%7.2%+0.5%2 / 20
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

Volatility, 3Y1.2%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Ultra Short to Short Term Fund (Direct plan)?

₹32.87 on 6 Nov 2026 (Growth option).

What is the expense ratio of HSBC Ultra Short to Short Term Fund (Direct)?

0.40% a year; the Regular plan's is 0.96%.

What return has HSBC Ultra Short to Short Term Fund given over 3 years?

7.7% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.2% for the median Ultra Short to Short Term fund.

How is HSBC Ultra Short to Short Term Fund rated?

A: 7 of 20 Direct plans in Ultra Short to Short 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.