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- HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth)
Formerly HSBCCRISILIBX5050GltPlSDLApr28IRegGr
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth)
₹ 10.6199
NAV (May 30)
Target maturity fund funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.6199
NAV (May 30)
Fund Returns
Last 1Y | 7.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 5.3% |
6 Month CAGR | 4.2% |
Scheme Information
The investment objective of the Scheme is to provide returns corresponding to the total returns of the securities as represented by the CRISIL IBX 50:50 Gilt Plus SDL Index – April 2028 before expenses,subject to tracking errors. However,there is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 0.43 |
Launched (1y ago) | Mar 31, 2022 |
AUM in Crores | 2239.878 |
ISIN | INF336L01QK1 |
Lock-in | No Lock-in |
Benchmark | CRISIL IBX 50:50 GiltPlus SDL April 2028 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.42 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.38% govt stock 2027
26.8%07.06 goi 2028
11.9%07.36 mh sdl 2028
6.6%08.05 gj sdl 2028
5.4%08.05 tn sdl 2028apr
5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 51,579 cr | ||
₹ 14,509 cr | ||
₹ 8,475 cr | ||
₹ 14,524 cr | ||
₹ 17,853 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.3% | ||
31.1% | 14.8% | ||
3.1% | 5.7% | ||
24.7% | 13.5% | ||
4.9% | % |
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) Review
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is a Target Maturity Fund Debt fund and has delivered an annualised return of 5.3% over a period of 1 years. The fund was previously known as HSBCCRISILIBX5050GltPlSDLApr28IRegGr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Kapil Punjabi, Ritesh Jain.
Nav of HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) as of 5/30/2023 is ₹10.62 with the total AUM as of 5/31/2023 is ₹2239.878. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) was launched on Mar 31, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX 50:50 GiltPlus SDL April 2028.
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is rated as a 1 fund in Debt and delivered 7.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G).
Frequently Asked Questions
What is HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G)?
How to invest in HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G)?
You can invest in HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G)?
The minimum sip amount for HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) good to invest in?
As per Scripbox experts, HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is a Not Recommended fund. You can investHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G)?
The expense ratio of the HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is 0.43% for regular plan.