HSBC Equity Savings Direct Plan Growth Plan
Moderately High Risk
Hybrid
5 Star
NAV as of Feb 06, 2026
₹38.47
0.47%1D Change
3Y returns
+48.39% ↑
Moderately High Risk
Hybrid
5 Star
NAV as of Feb 06, 2026
₹38.47
0.47%1D Change
3Y returns
+48.39% ↑
HSBC Equity Savings Direct Plan Growth Plan
Moderately High Risk|Hybrid|5 Star
NAV as of Feb 06, 2026
₹38.47
0.47%1D
3Y returns
+48.39% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating5 Star
- Expense ratio0.67%
- Exit Load0.5% within 31 days
- AUM (Fund size)₹785.83 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- 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
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Cash Offset For Derivatives | 35.78% |
| Bharti Airtel Ltd | 4.95% |
| Eternal Ltd | 3.36% |
| Future on Bharti Airtel Ltd | 3.23% |
| Future on ICICI Bank Ltd | 3.03% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Mirae Asset Equity Saving... | ₹ 1,865 Cr | ₹22.51 | -0.02% | Moderately High risk |
| Edelweiss Equity Savings ... | ₹ 1,195 Cr | ₹28.94 | 0.11% | Moderate |
| Aditya Birla Sun Life Equ... | ₹ 1,023 Cr | ₹25.40 | 0.08% | Moderate |
| Kotak Equity Savings Fund... | ₹ 9,651 Cr | ₹30.01 | 0.59% | Moderate |
NAV History - HSBC Equity Savings Fund - Direct Growth
FUND | HSBC Equity Savings Fund - Direct Growth |
|---|---|
| NAV (Feb 06, 2026) | ₹38.47 |
| Class | Hybrid | Conservative Allocation |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Mahesh Chhabria, Praveen Ayathan, Cheenu Gupta, Mohd Asif Rizwi, Mayank Chaturvedi |
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 | 1.17% | 0.94% | 0.83% | 3.68% | 9.86% | 14.69% |
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)
₹64,995
Min investment of ₹1,000 required
