Gilt Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
239.13 Cr.
(As of 31 Dec, 2022)
Benchmark
NIFTY All Duration G-Sec TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
To generate returns from a portfolio from investments in Government Securities. There is no assurance that the investment objective of the scheme will be realized.
Fund manager
Shriram Ramanathan
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
7.26% Govt Stock 2032
29.90%
7.38% Govt Stock 2027
21.08%
7.54% Govt Stock 2036
10.63%
7.1% Govt Stock 2029
10.49%
Gilt Funds invest in various government bonds and securities, which makes them extremely less risky than all the other investment vehicles. These are ideal for risk-averse newbies as well as small investors because the money invested is in the safe hands of the government. The returns here is based on therepo rate fixed by the RBI, and are usually reasonable and consistent. While there’s not much volatility here, it will be wrong to term it as completely risk-free as the interest rate changes by the government can negatively impact your returns.
This fund is rated 2 stars by Morning Star Ratings.
HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.
We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.
Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.
HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing: