HSBC Equity Savings Fund - Regular Monthly IDCW

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Equity Savings NAV 13.5837 0 27 September, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan
Launch Date 01 January, 2013
Benchmark
Asset Size(Cr) 140.73242
Turn over 75%
Min Investment ₹ 5000
Min SIP Investment ₹ 0
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,0.5% will be charged for redemption within 30 days
Expense Ratio 1.5
Fund Manager Ritesh Jain, Cheenu Gupta
Fund House HSBC Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.01% 1.58% 0.69%
1 M 1.83% 4.02% 1.68%
3 M 1.38% 1.44% 1.59%
6 M -0.15% 0.35% 1.82%
1 Y -0.99% 7.25% 5.02%
2 Y 2.22% 12.49% 6.73%
3 Y 8.89% 23.79% 11.09%
5 Y 1.19% 12.46% 6.6%

Risk Mesasures (As on 27 Sep, 2023)

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

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 29.89%

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 Monthly IDCW -0.99% 8.89% 1.19%
HDFC Equity Savings Fund - GROWTH PLAN 10.51% 14.17% 8.82%
SBI Equity Savings Fund - Regular Plan - Growth 4.08% 12.54% 7.46%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 7.72% 11.01% 0.95%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 3.35% 10.47% 6.04%

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