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

Growth
DebtGilt - Short & Mid Term Fund
Mid-size FundAssets Under Mgmt: ₹ 1,893 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
12.350.06% (-0.01)

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund NAV Price Chart

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DebtGilt - Short & Mid Term Fund
Mid-size FundAssets Under Mgmt: ₹ 1,893 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.226.756.21
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.506.834.85

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028

About Gilt - Short & Mid Term Fund

Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Peers & Comparison

Comparing 3 mutual funds from 
DebtGilt - Short & Mid Term Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund9.94%7.57%7.14%
SBI Magnum Gilt Fund12.82%9.28%9.51%
ICICI Pru Gilt Fund11.82%9.04%8.83%
Bandhan CRISIL IBX Gilt June 2027 Index Fund9.42%7.30%6.33%

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Returns Comparison

Compare HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund with any MF, ETF, stock or index
Compare HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund with any MF, ETF, stock or index
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund
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HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsGovernment Securities0.83%99.17%

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Sector Distribution

OthersMiscellaneousG-Sec-0.04 %0.88 %99.17 %

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Mar 2599.24%99.24%99.83%99.09%99.36%99.17%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    45

  • Total AUM

    ₹ 1,14,200.42 Cr.

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Fund Manager Profile

Mahesh Chhabria

AUM:  ₹38,063.43 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Mohd Asif Rizwi

AUM:  ₹28,011.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Manager Performance (0)

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HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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You make

HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Review & Opinions

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Frequently asked questions

  1. What is the current price / NAV of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The current NAV of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is ₹12.35, as of 22nd April 2025.

  2. What are the returns of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund was launched on 31st March 2022. This mutual fund's past returns are as follows:
    • 1 Year Returns: 9.94%
    • 3 Year Returns: 7.57%

  3. What are the top 5 sectoral holdings of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The top sectors HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund has invested in are as follows:
    • G-Sec | 99.17%
    • Miscellaneous | 0.88%
    • Others | -0.04%
    This data is as on 22nd April 2025.

  4. What are the top 5 holdings of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The top 5 holdings for HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund are as follows:
    • 7.06% GOI 10APR28 | 28.45%
    • 7.38% GOI 20JUN2027 | 8.46%
    • 7.36% MAHARASHTRA 12APR28 SDL | 8.11%
    • 8.05% GUJARAT SDL 31JAN2028 | 6.34%
    • 8.05% TAMILNADU SDL 18APR2028 | 6.10%
    This data is as on 22nd April 2025.

  5. What is the asset allocation of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The asset allocation for HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is as follows:
    • Government Securities | 99.17%
    • Cash & Equivalents | 0.83%
    This data is as on 22nd April 2025.

  6. What is the AUM of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The AUM (i.e. assets under management) of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is ₹1893.92 Cr as of 22nd April 2025.

  7. What is the expense ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The expense ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Plan is 0.22 as of 22nd April 2025.

  8. What is the volatility or standard deviation of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The volatility or standard deviation for the HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is 0.93

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The Sharpe ratio for the HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is 6.21

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund?

    The Sortino Ratio for the HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is 0.96

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.