HSBC Medium to Long Term Fund
Regular Plan · Quarterly IDCW · Long Duration · Scheme code 101686
Fund houseHSBC Mutual Fund
CategoryLong Duration
Plan & optionRegular · Quarterly IDCW
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.25 | 1.11 | 0.62 | -0.66 | -0.09 | -0.98 | -1.04 | -0.62 | 0.17 |
| Long Duration category median |
— | — | — | 7.78 | 6.73 | 7.77 | — | 7.72 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.3% | -1.97 | -1.83 | — | — | -15.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 4,688 | -8.4% | 0.4% | 13.7% | 46% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.