HSBC Equity Savings Growth
Moderate Risk
Hybrid
4 Star
NAV as of Jun 30, 2025
₹33.01
0.4%1D Change
Returns since inception
9.08%p.a.
Moderate Risk
Hybrid
4 Star
NAV as of Jun 30, 2025
₹33.01
0.4%1D Change
Returns since inception
9.08%p.a.
HSBC Equity Savings Growth
Moderate Risk|Hybrid|4 Star
NAV as of Jun 30, 2025
₹33.01
0.4%1D
Returns since inception
9.08%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.51%
- Exit Load0.5% within 31 days
- AUM (Fund size)₹654.98 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Oct 18, 2011
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskModerate
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
29.71%
Debt
17.6%
Others
52.68%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Treps | 3.64% |
| State Bank of India | 3.59% |
| Jio Financial Services Ltd | 3.48% |
| Eternal Ltd | 3.46% |
| HDFC Bank Ltd | 3.36% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Mirae Asset Equity Saving... | ₹ 1,442 Cr | ₹21.80 | 0.02% | Moderately High risk |
| Edelweiss Equity Savings ... | ₹ 639 Cr | ₹27.70 | 0.07% | Moderate |
| DSP Equity Savings Fund D... | ₹ 678 Cr | ₹19.81 | 0.35% | Moderately High risk |
| ICICI Prudential Equity S... | ₹ 13,555 Cr | ₹24.19 | -0.04% | Moderate |
NAV History - HSBC Equity Savings Fund - Regular Plan - Growth
FUND | HSBC Equity Savings Fund - Regular Plan - Growth |
|---|---|
| NAV (Jun 30, 2025) | ₹33.01 |
| Class | Hybrid | Conservative Allocation |
| Inception Date | Oct 18, 2011 |
| Fund Manager | Mahesh Chhabria, Praveen Ayathan, Cheenu Gupta, Sonal Gupta, Mohd Asif Rizwi |
FUND | HSBC Equity Savings Fund - Regular Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹5000 |
| Exit Load | 0.5% within 31 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| HSBC Equity Savings | 0.93% | 1.62% | 5.52% | -3.06% | 4.8% | 13.59% |
About HSBC Asset Management (India) Private Ltd
HSBC is among the largest banking and financial services companies in the world. The company serves over 40 million customers worldwide through its global business. The company says they exist to utilise their unique expertise and capabilities to bring new opportunities to their customers.
HSBC Asset Management (India) Private Ltd Details
- No. of schemes81
- Total AUM₹10,373.72 Crore
- AddressHSBC Asset Management (India) Private Ltd., 16, V N Road, Mumbai, Maharashtra, 400 001
- Phone+91 22 66145000
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,328 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
