VM
Venugopal ManghatFund Manager Since 24 Nov 2012
AllocationEquity Savings
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
3Y Annualised
14.04%
0.32% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.28%
0.32% 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 3 months
NIFTY 50
8 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1016.10 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
quant Equity Savings Fund Direct Growth
4.74%
2nd
quant Equity Savings Fund Direct Payout Inc Dist cum Cap Wdrl
4.71%
3rd
quant Equity Savings Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4.71%
4th
quant Equity Savings Fund Regular Payout Inc Dist cum Cap Wdrl
4.59%
5th
quant Equity Savings Fund Regular Reinvestment Inc Dist cum Cap Wdrl
4.59%
44th
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.28%
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 Reinvestment of Income Distribution cum Cap Wrdl
HSBC Equity Savings Direct Plan Quarterly Reinvestment 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 Reinvestment of Income Distribution cum Cap Wrdl has ₹1016.10 Cr worth of assets under management (AUM) as of Wed Jul 15 2026. The latest Net Asset Value (NAV) of HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl as of Mon Jul 13 2026 is ₹18.3365. The fund has an expense ratio of 0.57%, which is medium comparable to most other Allocation funds.
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl returns for the last 1 year are 12.17%. Since launch, it has delivered 9.58% average annual returns.
The HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl has the majority of its money invested in Financial Services, null, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl.
- HDFC Bank Ltd: 5.03%
- ICICI Bank Ltd: 5.01%
- Future on State Bank of India: 4.41%
- State Bank of India: 4.38%
- Mahindra & Mahindra Ltd: 3.64%
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 Reinvestment 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
