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HSBC Mutual Fund

HSBC CRISIL IBX Gilt June 2027 Index Fund

HSBC Mutual Fund · Direct plan · Growth

3-year returns
7.3%
a year
NAV
₹12.80
▲ 0.05% · 18 Sept 2026
Fund size
₹181 Cr
Expense ratio
0.15%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.69 and has returned 7.05% a year over 3 years.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.6%1.1%ahead85 of 322
3 years7.3%9.5%behind113 of 168
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.3%0.3%
3 months1.2%1.2%
6 months2.7%2.5%
1 year5.6%5.4%
2 yearsp.a.6.8%6.6%
3 yearsp.a.7.3%7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Mar 2023.

Plan

NAV history

▲ 5.57% in the last 1Y

12.112.512.818 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,360
XIRR (per year)
6.77%
Value today
₹1,99,360

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.9% a year
11.3% less than the category average — the steadier side
Worst fall so far
−0.5%
Sept 2023 to Oct 2023.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
7% to 7.6%
A year, at worst and at best. Typically 7.3%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
27 Mar 2023
Expense ratio
0.15%
as of 31 Jul 2026

Managed by Mahesh Chhabria, Mohd Asif Rizwi

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

HSBC CRISIL IBX Gilt June 2027 Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
HSBC CRISIL IBX Gilt June 2027 Index Fund5.57%7.31%0.15%₹181 Cr

About HSBC CRISIL IBX Gilt June 2027 Index Fund

HSBC CRISIL IBX Gilt June 2027 Index Fund is a index fund managed by HSBC Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

The investment objective of the Scheme is to provide returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Gilt Index - June 2027 before expenses, subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be achieved.

The scheme's stated objective, as published by HSBC Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹12.8021151479
DirectIDCW₹12.8023151482
RegularGrowth₹12.6903151480
RegularIDCW₹12.6905151481

Frequently asked questions

What is the NAV of HSBC CRISIL IBX Gilt June 2027 Index Fund today?

The NAV of HSBC CRISIL IBX Gilt June 2027 Index Fund (Direct plan, Growth) is ₹12.8021 and the Regular plan NAV is ₹12.6903, as of 18 Sept 2026.

What returns has HSBC CRISIL IBX Gilt June 2027 Index Fund given?

Over the last year the Direct plan returned 5.57%, and 7.31% a year over 3 years. That places it 113 of 168 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of HSBC CRISIL IBX Gilt June 2027 Index Fund?

The Direct plan charges 0.15% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in HSBC CRISIL IBX Gilt June 2027 Index Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has HSBC CRISIL IBX Gilt June 2027 Index Fund fallen in the past?

Its deepest fall was 0.5% from 27 Sept 2023 to 9 Oct 2023. Of every one-year stretch in its history, 100% ended in a gain.

Which category does HSBC CRISIL IBX Gilt June 2027 Index Fund belong to?

It is a Index Fund from HSBC Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from HSBC CRISIL IBX Gilt June 2027 Index Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.