HSBC Equity Savings Fund - Regular Growth

Fund House: HSBC Mutual Fund

Category: Hybrid: Equity Savings

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY Equity Savings TRI

Total Assets: 654.87 As on (30-05-2025)

Expense Ratio: 1.51% As on (30-04-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 month from the date of allotment Nil. If units redeemed or switched out are over and above 10% within 1 month from the date of allotment 0.50%. If units are redeemed or switched out on or after 1 month from the date of allotment Nil.

NAV as on 11-06-2025

32.5661

-0.0801

CAGR Since Inception

9.03%

NIFTY Equity Savings TRI 9.49%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Equity Savings Fund - Regular Growth 5.65 13.04 14.86 8.69 9.03
Benchmark - - - - -
Hybrid: Equity Savings 7.81 10.9 11.65 8.02 8.19

Funds Manager

FM 1 - Cheenu Gupta, FM 2 - Abhishek Gupta, FM 3 - Praveen Ayathan, FM 4 - Hitesh Gondhia, FM 5 - Mahesh Chhabria, FM 6 - . Mohd. Asif Rizwi, FM 7 - Sonal Gupta

RETURNS CALCULATORS for HSBC Equity Savings Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Equity Savings Fund - Regular Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HSBC Equity Savings Fund - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Equity Savings Fund Reg Gr 01-01-2013 5.65 14.17 13.04 14.86 8.69
LIC MF Equity Savings Fund Reg Gr 01-01-2013 10.39 12.98 11.16 11.19 7.21
DSP Equity Savings Reg Gr 28-03-2016 10.19 12.19 11.26 12.58 0.0
Mirae Asset Equity Savings Reg Gr 15-12-2018 10.0 13.41 12.56 14.07 0.0
Edelweiss Equity Savings Reg Gr 05-10-2014 9.18 12.77 11.65 11.44 9.01
ICICI Pru Equity Savings Cum 05-12-2014 8.87 9.88 9.06 10.46 8.29
Sundaram Equity Savings Fund Gr 05-01-2013 8.82 13.96 12.77 12.61 8.82
Baroda BNP Paribas Equity Savings Reg Gr 25-07-2019 8.57 11.91 11.51 9.69 0.0
SBI Equity Savings Reg Gr 01-05-2015 8.42 13.4 12.46 13.34 9.17
Invesco India Equity Savings Reg Gr 15-02-2019 8.39 13.87 12.28 10.52 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Equity Savings Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Equity Savings Fund - Regular Growth 4.64 0.85 2.33 0.89 7.34 1.57
Hybrid: Equity Savings - - - - - -