VM
Venugopal ManghatFund Manager Since 24 Nov 2012
AllocationEquity Savings
HSBC Equity Savings Direct Plan Growth Plan
3Y Annualised
14.55%
-0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.05%
-0.53% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹723.21 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.005%
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 Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Baroda BNP Paribas Equity Savings Fund Direct Reinvst of Inc Dis cum Cap Wdrl
2.63%
2nd
Baroda BNP Paribas Equity Savings Fund Direct Pyt of Inc Dis cum Cap Wdrl
2.63%
3rd
Baroda BNP Paribas Equity Savings Fund Direct Growth
2.63%
4th
Baroda BNP Paribas Equity Savings Fund Regular Reinvst of Inc Dis cum Cap Wdrl
2.53%
5th
Baroda BNP Paribas Equity Savings Fund Regular Pyt of Inc Dis cum Cap Wdrl
2.53%
199th
HSBC Equity Savings Direct Plan Growth Plan
1.05%
Fund Managers
JS
Jalpan ShahFund Manager Since 30 May 2016
PA
Praveen AyathanFund Manager Since 9 Jan 2015
CG
Cheenu GuptaFund Manager Since 2 Jul 2021
About HSBC Equity Savings Direct Plan Growth Plan
HSBC Equity Savings Direct Plan Growth Plan is a Allocation mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HSBC Equity Savings Direct Plan Growth Plan has ₹723.21 Cr worth of assets under management (AUM) as of Sun Nov 02 2025. The latest Net Asset Value (NAV) of HSBC Equity Savings Direct Plan Growth Plan as of Fri Oct 31 2025 is ₹38.2341. The fund has an expense ratio of 0.66%, which is medium comparable to most other Allocation funds.
HSBC Equity Savings Direct Plan Growth Plan returns for the last 1 year are 6.91%. Since launch, it has delivered 10.14% average annual returns.
The HSBC Equity Savings Direct Plan Growth Plan has the majority of its money invested in Communication Services, Consumer Cyclical, null, Financial Services sectors.
Top 5 Holdings of HSBC Equity Savings Direct Plan Growth Plan.
- Bharti Airtel Ltd: 5.32%
- Eternal Ltd: 4.28%
- Future on Bharti Airtel Ltd: 3.65%
- Future on Jio Financial Services Ltd: 3.25%
- Jio Financial Services Ltd: 3.23%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Equity Savings Direct Plan Growth Plan
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from HSBC Asset Management (India) Private Ltd
HSBC Corporate Bond Fund Growth
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7.88%
expense ratio
0.60%
fund size
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HSBC Credit Risk Fund Direct Plan Growth
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expense ratio
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HSBC Dynamic Bond Fund Growth
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3Y CAGR
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expense ratio
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HSBC Balanced Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
13.39%
expense ratio
0.86%
fund size
₹1555.56 Cr
HSBC Large Cap Fund - Growth Direct
EquityLarge-Cap
3Y CAGR
15.28%
expense ratio
1.27%
fund size
₹1832.25 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
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How to Redeem HSBC Equity Savings Direct Plan Growth Plan?
Can I invest in SIP and a Lump Sum of HSBC Equity Savings Direct Plan Growth Plan?
