VM
Venugopal ManghatFund Manager Since 24 Nov 2012
AllocationEquity Savings
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
3Y Annualised
13.89%
0.47% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.99%
0.47% 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 4 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹785.83 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
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
HSBC Equity Savings Direct Plan Growth Plan
1.99%
4th
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
1.99%
5th
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
1.99%
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 Quarterly Payout of Income Distribution cum Cap Wrdl
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl is a Allocation mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl has ₹785.83 Cr worth of assets under management (AUM) as of Tue Feb 10 2026. The latest Net Asset Value (NAV) of HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl as of Mon Feb 09 2026 is ₹17.9575. The fund has an expense ratio of 0.67%, which is medium comparable to most other Allocation funds.
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl returns for the last 1 year are 7.66%. Since launch, it has delivered 9.24% average annual returns.
The HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl 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 Quarterly Payout of Income Distribution cum Cap Wrdl.
- Bharti Airtel Ltd: 4.95%
- Eternal Ltd: 3.36%
- Future on Bharti Airtel Ltd: 3.23%
- Future on ICICI Bank Ltd: 3.03%
- ICICI Bank Ltd: 3.01%
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 Quarterly Payout of Income Distribution cum Cap Wrdl
| 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. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
