Debt
|
Ultra Short Duration
|
Dividend Monthly
ISIN NO. - INF336L01OV3
LAUNCH DATE - 30-Jan-2020
Returns (CAGR)
1 yr. 7.27
3 yr. 4.98
5 yr.
Since Inception 4.8%
Risk Category
Low to Moderate
27-Oct-2023
1011.7695
Fund size:
2348.0119807 Cr
Exit Load:
Nil
Expense Ratio:
0.22%
Fund House:
HSBC Mutual Fund
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Min. Lump sum Investment ₹5000
Min. SIP Investment 1000
CATEGORY AVERAGE 1 yr. NA 3 yr. 4.8%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to provide liquidity and generate reasonable returns with low volatility through investment in a portfolio comprising of debt & money market instruments. ;
With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.
Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.
Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.
Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.
Avoid Disruption to Investment Strategy: Loan Against Your HSBC Ultra Short Duration Fund Direct IDCW Monthly with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.
Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your HSBC Ultra Short Duration Fund Direct IDCW Monthly units with DhanLAP, you can access funds while minimizing the impact on your finances.
Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.
Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.
Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.
Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.
By choosing Loan Against HSBC Ultra Short Duration Fund Direct IDCW Monthly with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.
Fund Name
3Y Returns
Loan Against HSBC Global Equity Climate Change FoF Direct IDCW
Loan Against HSBC Global Equity Climate Change FoF Direct Growth
Loan Against HSBC Tax Saver Equity Fund Direct Growth
21.14
Loan Against HSBC Tax Saver Equity Fund Direct IDCW
21.14
Loan Against HSBC Large and Mid Cap Fund Direct IDCW
20.65
Loan Against HSBC Large and Mid Cap Fund Direct Growth
20.65
Loan Against HSBC Flexi Cap Fund Direct IDCW
20.2
Loan Against HSBC Flexi Cap Fund Direct Growth
20.2
Loan Against HSBC Managed Solutions India Growth Fund Direct IDCW
17.65
Loan Against HSBC Managed Solutions India Growth Fund Direct Growth
17.65
Loan Against HSBC Large Cap Fund Direct IDCW
17.4
Loan Against HSBC Large Cap Fund Direct Growth
17.4
Loan Against HSBC Focused Fund Direct Growth
16.72
Loan Against HSBC Focused Fund Direct IDCW
16.72
Loan Against HSBC Managed Solutions India Moderate Fund Direct Growth
15.08
Loan Against HSBC Managed Solutions India Moderate Fund Direct IDCW
15.08
Loan Against HSBC Conservative Hybrid Fund Direct IDCW Monthly
7.63
Loan Against HSBC Conservative Hybrid Fund Direct Growth
7.63
Loan Against HSBC Managed Solutions India Conservative Fund Direct Growth
5.29
Loan Against HSBC Managed Solutions India Conservative Fund Direct IDCW
5.29
Loan Against HSBC Ultra Short Duration Fund Direct IDCW Monthly
4.98
Loan Against HSBC Ultra Short Duration Fund Direct Growth
4.98
Loan Against HSBC Liquid Fund Direct Growth
4.85
Loan Against HSBC Liquid Fund Direct IDCW Weekly
4.85
Loan Against HSBC Overnight Fund Direct IDCW Monthly
4.63
Loan Against HSBC Overnight Fund Direct Growth
4.63
Loan Against HSBC Brazil Direct Plan Growth
4.19
Loan Against HSBC Brazil Direct Plan IDCW
4.19
Loan Against HSBC Low Duration Fund(Ex) Direct Growth
4.06
Loan Against HSBC Medium to Long Duration Fund Direct IDCW Quarterly
3.13
Loan Against HSBC Medium to Long Duration Fund Direct Growth
3.13
Loan Against HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
2.88
Loan Against HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
2.88
Loan Against HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth
2.2%
Loan Against HSBC Global Emerging Markets Direct Plan Growth
-2.45
Loan Against HSBC Global Emerging Markets Direct Plan IDCW
-2.45
