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  • HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth)

Formerly HSBCCRISILIBX5050GltPlSDLApr28IRegGr

HSBC Mutual Funds

HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth)

DebtTarget Maturity Fund

11.1694

NAV (Apr 19)

7.35%
YTM
Scripbox Opinion
Not Recommended
Click here for top ranked funds in target maturity fund mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Internal View on Credit Quality

Poor

The performance of the fund on a Internal View on Credit Quality metric has been Poor

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Scripbox Recommended Target Maturity Funds have you covered with a portfolio of the two best Target Maturity Funds for your fixed income and stability needs.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.1694

NAV (Apr 19)

Fund Returns

Last 1Y
6.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
5.5%
6 Month CAGR
3.9%

Scheme Information

Investment Objective

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 (2y ago)
Mar 31, 2022
AUM in Crores
1891.381
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
7.35
Fund Managers

Mahesh Chhabria

Fund Manager

Kapil Punjabi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (Growth)70%8,54,866 1,22,2546.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-19

Top Debt Holdings

7.06% govt stock 2028

26%
26%

7.38% govt stock 2027

11.4%
11.4%

07.36 mh sdl 2028

8%
8%

08.05 gj sdl 2028

6.3%
6.3%

08.05 tn sdl 2028apr

6.1%
6.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,209 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

33.3%

22%

5.4%

5.9%

27%

16.9%

4.7%

5.2%

20.7%

15.5%

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 5.5% over a period of 2 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, Mahesh Chhabria.

Nav of HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) as of 4/19/2024 is ₹11.17 with the total AUM as of 4/20/2024 is ₹1891.381. 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 6.4% 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)?

HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund (G) is a Target Maturity Fund Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.