HSBC Equity Savings Fund - Regular Plan - Growth

NAV 31.65(0.48%)
Jan 31, 2025
HSBC Equity Savings Fund - Regular Plan - Growth
AUM
₹645 Cr
Expense (%)
1.51
Turnover (%)
518.00
Benchmark
NIFTY 50 Equity Savings Index
Asset Quality
Large, Green
Differs from benchmark (%)
83.36

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : HSBC Equity Savings Fund - Regular Plan - Growth

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(%) 24.02 13.98 13.75 9.9
Average Rolling Returns(%) 10.09 8.84 8.23 8.54

The Current NAV of HSBC Equity Savings Fund - Regular Plan - Growth is ₹31.65.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Equity Savings Fund - Regular Plan - Growth is currently ₹646 Crores.

The Top three stocks are Transformers & Rect, Indusind Bank and SBI and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.

Top three sectors of HSBC Equity Savings Fund - Regular Plan - Growth fund are Others, BFSI and Capital Goods accounting for 65% 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 63.88 and PB ratio is 13.39

The asset allocation of HSBC Equity Savings Fund - Regular Plan - Growth is Stocks : 71.63%, Debt : 28.38% 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

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