Should I invest in HSBC FTS 140?

We don't give personal investment advice. HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

HSBC

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022

Latest NAV

₹10.0000

As of

15 Jun 2022

757 NAV records on file

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.

Period

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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	-20.09%	-8.05%	-12.03	796 / 904	Q4
1W	-20.03%	-11.71%	-8.32	624 / 779	Q4
2W	-19.97%	-11.75%	-8.22	619 / 776	Q4
1M	-19.85%	-11.75%	-8.10	612 / 772	Q4
3M	-19.37%	-11.29%	-8.09	602 / 763	Q4
6M	-18.61%	-10.39%	-8.22	592 / 749	Q4
YTD	-18.75%	-10.45%	-8.31	602 / 747	Q4
1Y	-17.04%	-8.25%	-8.80	625 / 728	Q4
2Y	-5.79%	-5.23%	-0.55	576 / 660	Q4
3Y	-0.59%	-3.98%	+3.39	494 / 644	Q4
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-0.01%	-1.09%	+1.08	616 / 904	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	-18.75%	-8.21%	-10.54	186 / 224
2021	+4.03%	-6.85%	+10.89	68 / 355
2020	+10.22%	+3.44%	+6.78	41 / 433
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.

1-Year rolling

+6.58%

26 windows

min -17.0% · max 11.6%

96% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+3.44%

2 windows

min -0.6% · max 7.5%

50% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

Annualised

Wealth multiplier

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.

Std deviation

11.73%

3-year · annualised

Sharpe ratio

-0.54

vs risk-free 6.5%

Sortino ratio

-0.55

Downside-only deviation

Max drawdown

-20.09%

Jun 2022 → Jun 2022

% positive months

94.4%

Share of monthly returns > 0 over the 3-year window

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

Scheme	Fund house	NAV	As of
HDFC Charity Fund for Cancer Cure - IDCW Option - 50% IDCW Donation Option	HDFC	₹10.0419	3 Jun 2026
NIPPON INDIA FIXED MATURITY PLAN - XLI - SERIES 8 - IDCW Option	Nippon India	₹17.0046	3 Jun 2026
SBI Magnum Income Fund-Bonus	SBI	₹43.7200	3 Jun 2026
ICICI Prudential Bond Fund - Half Yearly IDCW	ICICI Prudential	₹11.0548	3 Jun 2026
Franklin India Medium to Long Duration Fund - IDCW	Franklin India	₹10.4210	3 Jun 2026
Canara Robeco Income-Growth Plan	Canara Robeco	₹55.9906	3 Jun 2026
UTI Bond Fund-Growth (for rep. After 6 months- No Load)	UTI	₹74.6017	3 Jun 2026
Birla Sun Life Income Plus (Dividend)	Birla Sun Life	₹12.9049	3 Jun 2026
IDFC - SSIF - Investment Plan - Annual Dividend	IDFC	₹11.6743	3 Jun 2026
JM Income Fund-Dividend	JM Financial	₹21.5269	3 Jun 2026

Recent NAVs

Date	NAV
15 Jun 2022	₹10.0000
14 Jun 2022	₹12.5133
13 Jun 2022	₹12.5119
10 Jun 2022	₹12.5077
9 Jun 2022	₹12.5062
8 Jun 2022	₹12.5048
7 Jun 2022	₹12.5034
6 Jun 2022	₹12.5022
3 Jun 2022	₹12.4984
2 Jun 2022	₹12.4972

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.

As of 15 Jun 2022, the NAV of HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 is ₹10.0000. It's a Medium to Long Duration Fund from HSBC, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 has NAV history starting from 03 May 2019, a track record of about 7 years 1 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 is managed by HSBC. It's classified by AMFI under the 'Medium to Long Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 has delivered a absolute return of -17.04% — -8.8 pp behind the Medium to Long Duration Fund category average of -8.25%. The fund ranks #625 of 728 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 has delivered a CAGR of -0.59% — +3.39 pp ahead of the Medium to Long Duration Fund category average of -3.98%. The fund ranks #494 of 644 in its category — the bottom (Q4) quartile.

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 exactly 3 years ago would be worth approximately ₹98,234 today — a multiplier of 0.98×, based on the 3-year CAGR of -0.59%. The category average over the same window would have grown ₹1 lakh to ₹88,516.

A ₹10,000 monthly SIP in HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 over the last 3 years — total invested ₹360,000 — would be worth ₹313,100 today. That's an XIRR (money-weighted annualised return) of -8.85%.

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹313,100 — XIRR -8.85%.

On a 3-year basis, HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 ranks #494 out of 644 funds in the Medium to Long Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -3.98%; this fund delivered -0.59%.

The worst peak-to-trough decline HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 has experienced over the last 3-year window is 20.09% — its NAV fell from a high on 14 Jun 2022 to a low on 15 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 averaged 3.44% (best 7.47%, worst -0.59%). 50% of rolling windows ended positive. The 3-year Sharpe ratio is -0.54 — negative risk-adjusted performance.

In calendar year 2021, HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 returned 4.03% — beating the Medium to Long Duration Fund category average of -6.85% by 10.89 pp. It ranked #68 of 355 in its category that year.

HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. HSBC FTS 140 - IDCW - Tenure 1147 Days - Maturity: 15-Jun-2022 is suitable for an investor whose:

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)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.