HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth

Other · Index
500
Min SIP
5,000
Min Lumpsum
0.23 %
Expense Ratio
Rating
1,896
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.3% - - 5.9%
Category Average 25.8% 15.3% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
GUJARAT 2028
7.63%
GSEC2028
6.39%
GSEC2027
5.26%
Madhya Pradesh 2028
4.6%
TAMIL NADU SDL 2028
4.01%
Others
72.11%
View all Holdings
Holdings Sector Instrument Asset
GUJARAT 2028 - - 7.63%
GSEC2028 - - 6.39%
GSEC2027 - - 5.26%
Madhya Pradesh 2028 - - 4.6%
TAMIL NADU SDL 2028 - - 4.01%
Maharashtra 2028 - - 1.81%
TREPS - - 1.39%
TAMIL NADU 2028 - - 1.36%
Rajasthan 2027 - - 1.36%
Uttar Pradesh 2028 - - 1.35%
Andhra Pradesh 2028 - - 1.35%
KERALA 2028 - - 1.34%
Haryana 2028 - - 1.16%
Karnataka 2028 - - 1.09%
UTTAR PRADESH 2027 - - 1.04%
TAMIL NADU 2027 - - 0.81%
Uttarakhand 2028 - - 0.81%
KARNATAKA 2027 - - 0.79%
KARNATAKA 2028 - - 0.54%
Chattisgarh 2028 - - 0.54%
Uttar Pradesh 2027 - - 0.52%
Telangana 2028 - - 0.52%
Gujarat 2027 - - 0.39%
Rajasthan 2028 - - 0.27%
Chattisgarh 2027 - - 0.26%
Karnataka 2027 - - 0.04%
Net CA & Others - - -0.01%
Others
100%
View all Sectors
Sectors Asset
Govt Securities / Sovereign
99.34%
Reverse Repos
0.72%
Net Curr Ass/Net Receivables
-0.06%

Advance Ratio

-1.65
Alpha
0.64
SD
0.1
Beta
-0.51
Sharpe

Exit Load

Exit Load Nil

Fund 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.

Fund Managers

Kapil Punjabi - Fixed income - VP & Fund Manager

Kapil Punjabi is the Vice President and Fixed Income Fund Manager of HSBC Asset Management (India). He has over 13 years of expertise and has excelled at comprehending financial market intricacies.

Kapil worked at Taurus Mutual Fund, Edelweiss Mutual Fund, and Transmarket Group before joining HSBC (India). His technical expertise and commercial experience have enabled him to make sound strategic decisions.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth ?

You can invest in HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth ?

The NAV of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth is ₹11.1 as of 01 March 2024.

How to redeem HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is PE and PB ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth's PE ratio is 7.15 and PB ratio is 0.62 as of 01 March 2024

What are the top stock holdings of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

The top stock holdings of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth are
  1. GSEC2027 - 19.96%
  2. GSEC2027 - 12.03%
  3. GUJARAT 2028 - 7.63%
  4. GSEC2028 - 6.39%
  5. GSEC2027 - 6.31%

Can I make investments in both the SIP and Lump Sum schemes of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth generated ?

The HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth has delivered 5.9% since inception

What is the expense ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth ?

The expense ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth is 0.23 % as of 01 March 2024.

What is the AUM of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

The AUM of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth is ₹1,02,162 Cr as of 01 March 2024

What is the minimum sip amount of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

The minimum SIP amount of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth is ₹500

How can I redeem my investments in HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now