InvestVerdict
HSBC Medium Term Fund
Direct Plan · IDCW · Mutual fund · Scheme code 151148
Fund houseHSBC Mutual Fund
CategoryMutual fund
Plan & optionDirect · IDCW
History3.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.55 | 0.34 | -0.90 | -1.38 | -0.01 | — | — | — | 0.10 |
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 | 2.4% | -2.66 | -2.98 | — | — | -3.5% | — |
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 |
|---|---|---|---|---|
| 133 | -2.9% | 0.5% | 2.6% | 32% |
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.