HSBC Equity Savings Direct Plan Growth Plan
Moderately High Risk
Hybrid
5 Star
NAV as of Aug 14, 2025
₹37.17
0.31%1D Change
Returns since inception
10.07%p.a.
Moderately High Risk
Hybrid
5 Star
NAV as of Aug 14, 2025
₹37.17
0.31%1D Change
Returns since inception
10.07%p.a.
HSBC Equity Savings Direct Plan Growth Plan
Moderately High Risk|Hybrid|5 Star
NAV as of Aug 14, 2025
₹37.17
0.31%1D
Returns since inception
10.07%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
- Rating5 Star
- Expense ratio0.65%
- Exit Load0.5% within 31 days
- AUM (Fund size)₹649.44 Crore
- Lock-in periodNo Lock-in
- Age12 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 | 33.2% |
| Eternal Ltd | 4.46% |
| Future on Jio Financial Services Ltd | 4.02% |
| Jio Financial Services Ltd | 4% |
| Power Finance Corporation Limited | 3.31% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Equity Savings ... | ₹ 750 Cr | ₹27.94 | 0.01% | Moderate |
| Aditya Birla Sun Life Equ... | ₹ 839 Cr | ₹24.49 | 0.16% | Moderate |
| Mirae Asset Equity Saving... | ₹ 1,574 Cr | ₹21.62 | 0.04% | Moderately High risk |
| ICICI Prudential Equity S... | ₹ 15,302 Cr | ₹24.27 | 0.12% | Moderate |
NAV History
FUND | HSBC Equity Savings Direct Plan Growth Plan |
|---|---|
| NAV (Aug 14, 2025) | ₹37.17 |
| 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 Direct Plan Growth Plan |
|---|---|
| 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 ... | 0.05% | 1.88% | 4.29% | 9.27% | 5.68% | 13.98% |
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)
2.25 Lakhs ₹
Min investment of ₹1,000 required
