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- 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)
₹ 11.7333
NAV (Oct 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
₹ 11.7333
NAV (Oct 30)
Fund Returns
Last 1Y | 9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.4% |
6 Month CAGR | 4.8% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.43% |
Launched 2Y ago | 2022-03-31 |
AUM in Crores | 1888.3 |
ISIN | INF336L01QK1 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund (G) | 9,11,054 | 1,78,442 | 9% | |
| 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
GOI
26.55%GOI
11.25%Maharashtra State
7.86%Gujarat State
6.16%Tamilnadu State
5.92%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 10,307 cr | ||
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.6% | 17.4% | ||
25.3% | 22% | ||
5.9% | 5.9% | ||
5.7% | 7% | ||
4.4% | 6.5% |
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 6.38% over 2 years. The fund has grown over a period of 2 years. The fund is managed by HSBC Mutual Fund. The fund managers are Kapil Punjabi, Mahesh A Chhabria.
Nav of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund (G) as of 10/30/2024 is ₹11.73 with the total AUM as of 10/31/2024 is ₹1888.28. 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 2022-03-31. The category risk of the fund is Low to Moderate.
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 Gilt Plus SDL Index - April 2028.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Debt category and delivered 8.95% 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?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your 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.
What is the NAV of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund (G)?
Today's HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund (G) NAV is ₹11.73.