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HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - payout of IDCW

HSBC · Index Funds
High
₹13.13
Current NAV
25 Jun 2026
28.2%
1Y Return
19.2%
3Y CAGR
18.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.82%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
0.82
Beta
1.02
Alpha
1.85
Sortino
Fund Details
Fund House HSBC
Category Index Funds
AUM ₹4570 Cr
Expense Ratio 0.82%
Min SIP ₹500
Min Lumpsum ₹1000
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