CASPeR Ranking #1
HSBC Equity Savings Direct Plan Growth Plan
NAV (Tue Jan 14 2025)
₹36
Returns (Since Inception)
12.87%
Category Average
8.10%
Rating
5
Allocation and Holdings
Asset class
Weightage
Industrials
10.06%
Financial Services
9.91%
Consumer Cyclical
5.89%
Technology
2.56%
Unknown
2.41%
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4.5Overall rating
Scheme Information
Fund name
HSBC Equity Savings Direct Plan Growth Plan
Minimum SIP
500
Risk Level
Moderately High risk
AUM
₹583.31 Cr
ISIN
INF917K01GE4
Inception Date
Jan 01 2013
Standard Deviation
5.26
Beta
-
Sharpe Ratio
1.57
Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
0.610%
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 month from the date of allotment - Nil. If units redeemed or switched out are over and above the limit within 1 month from the date of allotment - 0.50. If units are redeemed or switched out on or after 1 month from the date of allotment - Nil.
Risk
Moderately High risk
Investment Objective
To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.There is no assurance that the investment objective of the scheme will be realized.
Fund Managers
Venugopal Manghat
Jalpan Shah
Praveen Ayathan
Cheenu Gupta
About the AMC
HSBC Asset Management (India) Private Ltd
Phone Number
+91 22 66145000Email Address
hsbcmf@hsbc.co.inCorporate Office Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,FortOverall AUM
₹583.31 Cr
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