HSBC Medium Term Fund
HSBC Medium Term Fund is a medium term fund of HSBC Mutual Fund with ₹668 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 4 of 4 periods. Its direct plan charges 0.41% a year.
What is HSBC Medium Term Fund invested in?
Has HSBC Medium Term Fund beaten its benchmark?
Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 4 of 4 periods in AMFI's figures; +4.48% over the last year against +1.94%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.46% | −3.60% | — |
| 3 months | −0.02% | −5.03% | — |
| 6 months | +2.06% | −1.83% | — |
| 1 year | +4.34% | −4.06% | +8.40 pts |
| 3 years | +7.58% | +9.27% | −1.69 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 28 Nov 2022 | +7.49% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +4.48% | +3.77% | +1.94% | +2.54 | 🔒 |
| 3y | +7.60% | +6.87% | +6.29% | +1.31 | 🔒 |
| 5y | +6.57% | +5.78% | +5.29% | +1.28 | 🔒 |
| 10y | +7.00% | +6.13% | +6.51% | +0.49 | 🔒 |
Value of 100, month-end
Nov 2022 to 14 Oct 2026₹100 put in at the start of Nov 2022 would be ₹132 on 14 Oct 2026, against ₹143 in the Nifty 500 TRI.
What does HSBC Medium Term Fund cost?
0.41% a year on the direct plan, 1.12% on the regular plan; 1 of 12 funds in its category charge less.
Who manages HSBC Medium Term Fund?
Questions people ask
What is the expense ratio of HSBC Medium Term Fund?
0.41% a year on the direct plan and 1.12% on the regular plan (expense report, Oct 2026).
How has HSBC Medium Term Fund done?
Its direct plan returned +7.60% a year over 3 years against +6.29% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 13 Oct 2026.
See HSBC Medium Term Fund beside your own funds in Valarth
