HSBC Equity Savings Growth
Moderately High Risk
Hybrid
4 Star
NAV as of Feb 27, 2026
₹34.81
-0.05%1D Change
3Y returns
+48.15% ↑
Moderately High Risk
Hybrid
4 Star
NAV as of Feb 27, 2026
₹34.81
-0.05%1D Change
3Y returns
+48.15% ↑
HSBC Equity Savings Growth
Moderately High Risk|Hybrid|4 Star
NAV as of Feb 27, 2026
₹34.81
-0.05%1D
3Y returns
+48.15% ↑
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 ratio1.52%
- Exit Load0.5% within 31 days
- AUM (Fund size)₹751.77 Crore
- Lock-in periodNo Lock-in
- Age14 yrs since Oct 18, 2011
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskModerately High
- 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 (%) |
|---|---|
| Cash Offset For Derivatives | 33.4% |
| Bharti Airtel Ltd | 5.66% |
| Future on Bharti Airtel Ltd | 3.97% |
| Future on ICICI Bank Ltd | 3.18% |
| ICICI Bank Ltd | 3.17% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Equity Savings Direc... | ₹ 752 Cr | ₹38.82 | -0.05% | Moderately High risk |
| Mirae Asset Equity Saving... | ₹ 1,887 Cr | ₹22.57 | -0.44% | Moderately High risk |
| Kotak Equity Savings Fund... | ₹ 9,619 Cr | ₹29.87 | -0.28% | Moderate |
| SBI Equity Savings Direct... | ₹ 5,816 Cr | ₹27.04 | 0.01% | Moderate |
NAV History - HSBC Equity Savings Fund - Regular Plan - Growth
FUND | HSBC Equity Savings Fund - Regular Plan - Growth |
|---|---|
| NAV (Feb 27, 2026) | ₹34.81 |
| Class | Hybrid | Conservative Allocation |
| Inception Date | Oct 18, 2011 |
| Fund Manager | Mahesh Chhabria, Praveen Ayathan, Cheenu Gupta, Mohd Asif Rizwi, Mayank Chaturvedi |
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 | 0.3% | 3.44% | 0.56% | 2.88% | 13.54% | 14.04% |
Frequently Asked Questions
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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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,702
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
