HSBC
HSBC Fixed Term Series 137 Direct Plan Growth Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | -2.27% | +2.27 | 630 / 1079 | Q3 |
| 1W | +0.06% | -2.67% | +2.73 | 785 / 945 | Q4 |
| 2W | +0.13% | -2.63% | +2.75 | 683 / 930 | Q3 |
| 1M | +0.31% | -2.40% | +2.72 | 543 / 924 | Q3 |
| 3M | +0.91% | -1.35% | +2.27 | 688 / 916 | Q4 |
| 6M | +1.92% | +0.02% | +1.90 | 636 / 876 | Q3 |
| YTD | +1.12% | -0.17% | +1.29 | 737 / 880 | Q4 |
| 1Y | +4.26% | +3.22% | +1.04 | 638 / 835 | Q4 |
| 2Y | +6.58% | +4.01% | +2.57 | 571 / 807 | Q3 |
| 3Y | +7.65% | +4.45% | +3.20 | 435 / 800 | Q3 |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +7.98% | +5.01% | +2.97 | 553 / 1079 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2022 YTD | +1.12% | -1.01% | +2.14 | 165 / 220 |
| 2021 | +4.35% | -0.37% | +4.72 | 85 / 366 |
| 2020 | +10.37% | +6.75% | +3.62 | 63 / 486 |
| 2019 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Medium to Long Duration Fund
Recent NAVs
| Date | NAV |
|---|---|
| 18 Apr 2022 | ₹12.8166 |
| 13 Apr 2022 | ₹12.8117 |
| 12 Apr 2022 | ₹12.8104 |
| 11 Apr 2022 | ₹12.8092 |
| 8 Apr 2022 | ₹12.8055 |
| 7 Apr 2022 | ₹12.8043 |
| 6 Apr 2022 | ₹12.8031 |
| 5 Apr 2022 | ₹12.8018 |
| 4 Apr 2022 | ₹12.8006 |
| 31 Mar 2022 | ₹12.7951 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.