HSBC Equity Savings Direct Plan Growth Plan
Moderate Risk
Hybrid
5 Star
NAV as of Jun 20, 2025
₹36.11
0.67%1D Change
Returns since inception
9.94%p.a.
Moderate Risk
Hybrid
5 Star
NAV as of Jun 20, 2025
₹36.11
0.67%1D Change
Returns since inception
9.94%p.a.
HSBC Equity Savings Direct Plan Growth Plan
Moderate Risk|Hybrid|5 Star
NAV as of Jun 20, 2025
₹36.11
0.67%1D
Returns since inception
9.94%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹20.79 Lakhs
Final Value₹30.39 Lakhs
Absolute Return216.55%
Fund overview
- Rating5 Star
- Expense ratio0.65%
- Exit Load0.5% within 31 days
- AUM (Fund size)₹654.98 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- 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
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 | ₹21.52 | 0.54% | Moderately High risk |
| Edelweiss Equity Savings ... | ₹ 639 Cr | ₹27.45 | 0.43% | Moderate |
| ICICI Prudential Equity S... | ₹ 13,555 Cr | ₹24.12 | 0.25% | Moderate |
| DSP Equity Savings Fund D... | ₹ 678 Cr | ₹19.81 | 0.35% | Moderately High risk |
NAV History - HSBC Equity Savings Fund - Direct Growth
FUND | HSBC Equity Savings Fund - Direct Growth |
|---|---|
| NAV (Jun 20, 2025) | ₹36.11 |
| Class | Hybrid | Conservative Allocation |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Mahesh Chhabria, Praveen Ayathan, Cheenu Gupta, Sonal Gupta, Mohd Asif Rizwi |
FUND | HSBC Equity Savings Fund - Direct 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 | 0.51% | 1.14% | 4.98% | -3.54% | 4.46% | 14.68% |
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)
2.27 Lakhs ₹
Min investment of ₹1,000 required
