How to check the XIRR of HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

HSBC Crisil Ibx 50 50 Gilt Plus Sdl Apr 2028 Index Fund - Direct - Growth

Q: How to check portfolio overlap for HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

HSBC Mutual Fund

Expense Ratio: 0.22

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028

Inception: 15-03-2022

Exit Load: Nil

Fund Size:₹1,959.76 Cr

Performance

Fund4.89%

Cat. Avg.-0.92%

Fund6.58%

Cat. Avg.0.42%

Fund7.46%

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund6.62%

Cat. Avg.5.56%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.06% GOI - 10-Apr-2028	DEBT	G-Sec	SOVEREIGN	6.39%	591.41	30.57%
2	7.17% GOI - 08-Jan-2028	DEBT	G-Sec	SOVEREIGN	6.26%	193.05	9.98%
3	7.36% MAHARASHTRA SDL 12-Apr-2028	DEBT	SDL	SOVEREIGN	7.23%	133.29	6.89%
4	8.05% Tamilnadu SDL - 18-Apr-2028	DEBT	SDL	SOVEREIGN	7.28%	120.96	6.25%
5	8.05% GUJARAT SDL 31-Jan-2028	DEBT	SDL	SOVEREIGN	7.25%	119.74	6.19%
6	6.97% KARNATAKA SDL 26-Feb-2028	DEBT	SDL	SOVEREIGN	7.23%	86.37	4.46%
7	7.38% GOI MAT 20-Jun-2027	DEBT	G-Sec	SOVEREIGN	6.15%	78.47	4.06%
8	6.97% MAHARASHTRA SDL 18-Feb-2028	DEBT	SDL	SOVEREIGN	7.23%	55.98	2.89%
9	8.28% GOI - 21-Sep-2027	DEBT	G-Sec	SOVEREIGN	6.27%	52.11	2.69%
10	7.88% MADHYA PRADESH SDL 24-Jan-2028	DEBT	SDL	SOVEREIGN	7.28%	51.94	2.68%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61295	+2.2%	+4.5%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+5.5%	+5.6%
3Y	07 Nov, 23	1.80 L.	1.98 L.	+9.9%	+6.5%
SI	07 Apr, 22	2.75 L.	3.21 L.	+16.9%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.05 L.	+4.9%	+4.9%
2Y	16 Oct, 24	1 L.	1.14 L.	+13.6%	+6.6%
3Y	16 Oct, 23	1 L.	1.24 L.	+24.1%	+7.5%
SI	04 Apr, 22	1 L.	1.34 L.	+33.8%	+6.6%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.