Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | 7.03 | 4.65 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.00 | 3.89 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028 |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW Payout) | 8.89% | — | 6.61% |
SBI Magnum Gilt Fund(IDCW-Payout) | 10.40% | 6.02% | 5.58% |
Bandhan CRISIL IBX Gilt June 2027 Index Fund(IDCW) | 0.92% | -1.11% | 0.25% |
ICICI Pru Gilt Fund(IDCW-Payout) | 5.59% | 3.07% | 3.16% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
27.69 %
Holdings
8.80 %
Holdings
8.12 %
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
44
Total AUM
₹ 1,28,110.79 Cr.
Kapil Punjabi
AUM: ₹44,041.33 Cr.
|
Exp: 6yrs
Mahesh Chhabria
AUM: ₹18,244.35 Cr.
|
Exp: 11yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data