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HSBC Gilt Fund - Regular Growth

HSBC · Gilt
Moderate
₹66.87
Current NAV
25 Jun 2026
4.6%
1Y Return
5.6%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.56).
  • Very large asset base (AUM: ₹11,610 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Higher expense ratio (1.96%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.56
Sharpe Ratio
0.76
Beta
4.56
Alpha
0.65
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Fund Details
Fund House HSBC
Category Gilt
AUM ₹11610 Cr
Expense Ratio 1.96%
Min SIP ₹500
Min Lumpsum ₹1000
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