VM
Venugopal ManghatFund Manager Since 24 Nov 2012
AllocationEquity Savings
HSBC Equity Savings Growth
3Y Annualised
11.14%
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.90%
0.23% 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
6 years 7 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹624.03 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
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
LIC MF Equity Savings Growth Option Direct
3.21%
2nd
LIC MF Equity Savings Direct Quarterly Reinvestment of Income Distribution cum Cap wdrl
3.21%
3rd
LIC MF Equity Savings Direct Quarterly Payout of Income Distribution cum Cap wdrl
3.21%
4th
LIC MF Equity Savings Direct Monthly Payout of Income Distribution cum Cap wdrl
3.21%
5th
LIC MF Equity Savings Direct Monthly Reinvestment of Income Distribution cum Cap wdrl
3.21%
96th
HSBC Equity Savings Growth
1.90%
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 Growth
HSBC Equity Savings Growth 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 2011-10-18. HSBC Equity Savings Growth has ₹624.03 Cr worth of assets under management (AUM) as of Wed Apr 23 2025. The latest Net Asset Value (NAV) of HSBC Equity Savings Growth as of Wed Apr 23 2025 is ₹31.8117. The fund has an expense ratio of 1.51%, which is medium comparable to most other Allocation funds.
HSBC Equity Savings Growth returns for the last 1 year are 7.75%. Since launch, it has delivered 8.94% average annual returns.
The HSBC Equity Savings Growth has the majority of its money invested in null, Financial Services, Industrials, Consumer Cyclical sectors.
Top 5 Holdings of HSBC Equity Savings Growth.
- Future on Kotak Mahindra Bank Ltd: 3.86%
- Kotak Mahindra Bank Ltd: 3.86%
- Axis Bank Ltd: 3.56%
- Future on Axis Bank Ltd: 3.56%
- Blue Star Ltd: 3.29%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2011-10-18 |
| 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 Growth
| 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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7.11%
expense ratio
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fund size
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HSBC Credit Risk Fund Direct Plan Growth
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HSBC Dynamic Bond Fund Growth
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HSBC Balanced Advantage Fund Direct Plan Growth Option
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expense ratio
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HSBC Large Cap Fund - Growth Direct
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expense ratio
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fund size
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FAQs
What is the current NAV of HSBC Equity Savings Growth?
What are the average returns of HSBC Equity Savings Growth?
How do I invest in HSBC Equity Savings Growth?
What is the expense ratio of HSBC Equity Savings Growth?
What are net assets under management (AUM) of HSBC Equity Savings Growth?
What is the PE and PB ratio of HSBC Equity Savings Growth?
What are the top 5 holdings of HSBC Equity Savings Growth?
What are the top 3 sectors that HSBC Equity Savings Growth has invested in?
Who is the manager of HSBC Equity Savings Growth?
What is the exit load of HSBC Equity Savings Growth?
How to Redeem HSBC Equity Savings Growth?
Can I invest in SIP and a Lump Sum of HSBC Equity Savings Growth?
