HSBC Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.18 | 13.02 | 10.78 | 8.62 |
Average Rolling Returns(%) | 9.73 | 8.75 | 7.77 | 8.36 |
The Current NAV of HSBC Equity Savings Fund - Regular Plan - Growth is ₹29.58.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
HSBC Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 1.51%
The process for redemption is
The AUM of HSBC Equity Savings Fund - Regular Plan - Growth is currently ₹275 Crores.
The Top three stocks are Bharat Electronics, HDFC Bank and United Spirits and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 35% of fund’s portfolio respectively.
Top three sectors of HSBC Equity Savings Fund - Regular Plan - Growth fund are Others, Capital Goods and Construction & Infrastructure accounting for 56% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HSBC Equity Savings Fund - Regular Plan - Growth Fund is Hybrid - Equity Savings.
Cheenu Gupta and Abhishek Gupta manage the HSBC Equity Savings Fund - Regular Plan - Growth Fund.
HSBC Equity Savings Fund - Regular Plan - Growth current PE ratio is 69.17 and PB ratio is 10.38
The asset allocation of HSBC Equity Savings Fund - Regular Plan - Growth is Stocks : 69.96%, Debt : 30.05% and Gold : 0%
The minimum SIP amount for HSBC Equity Savings Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Equity Savings Fund - Regular Plan - Growth is Nil upto 10% of units and 0.50% for remaining units on or before 1 months, Nil after 1 months