HSBC Equity Savings Fund - Regular Quarterly IDCW

HSBC Equity Savings Fund - Regular Quarterly IDCW is a scheme launched by HSBC Mutual Fund on October 18, 2011, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 671.33 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.51% for managing the portfolio.

• Investing Strategy:

  To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments

• Performance:

  HSBC Equity Savings Fund - Regular Quarterly IDCW trailing returns over different times are -2.15% (1 year), 5.91% (3 year) and 7.27% (5 year). The average annual return of this fund stands at -3.5%.