HSBC Equity Savings Fund - Regular Growth

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Equity Savings NAV 27.0542 0 07 December, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 January, 2013
Benchmark NIFTY Equity Savings TRI
Asset Size(Cr) 173.41691
ISIN No. INF917K01AA5
Turn over 75%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
Expense Ratio 1.5
Fund Manager Mahesh A Chhabria, Neelotpal Sahai, Praveen Ayathan, Cheenu Gupta, Hitesh Gondhia
Fund House HSBC Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.31% 1.58% 0.69%
1 M 0.86% 4.02% 1.68%
3 M 3.27% 1.44% 1.59%
6 M 10.33% 0.35% 1.82%
1 Y 12.55% 7.25% 5.02%
2 Y 8.3% 12.49% 6.73%
3 Y 12.81% 23.79% 11.09%
5 Y 9.3% 12.46% 6.6%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 6.01 1.66 4.63 0.84
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 7.18%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Equity Savings Fund - Regular Growth 12.55% 12.81% 9.3%
HDFC Equity Savings Fund - GROWTH PLAN 9.91% 13.62% 9.42%
SBI Equity Savings Fund - Regular Plan - Growth 13.75% 12.76% 10.56%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 10.31% 10.17% 2.44%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 9.28% 9.59% 8.36%

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