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HSBC Mutual Fund

HSBC Equity Savings Fund Direct-Growth

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,43,184
star
1,47,071
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
47,071
Profit (absolute return)
47.07%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
6.89%
In the last 6 months
13.45%
In the last 1 year
23.99%
In the last 3 years
47.07%
In the last 5 years
77.33%
In the last 10 years
167.21%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

HSBC Equity Savings Fund Direct-Growth
HSBC Equity Savings Fund Direct-Growth
as of 30 Apr 2024, 05:30 AM
274.96 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
0.61%
Expense Ratio
Plan
Growth
3.39%
Cash Holding
Benchmark
NIFTY Equity Savings Total Return Index
Scheme Document
Benchmark
NIFTY Equity Savings Total Return Index
Exit Load
For units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Apr 2024
Sort By
Capital Goods
19.30%
53.07 Cr
Services
10.21%
28.07 Cr
Construction
8.66%
23.81 Cr
Financial
7.72%
21.23 Cr
Consumer Staples
5.96%
16.39 Cr
Others
48.15%
132.39 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Apr 2024
Sort By
GOI
16.16%
44.43 Cr
Bharat Electronics Ltd.
6.35%
17.46 Cr
HDFC Bank Ltd.
4.90%
13.47 Cr
United Spirits Ltd.
4.88%
13.42 Cr
Larsen & Toubro Ltd.
4.31%
11.85 Cr
Others
63.40%
174.32 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 30 Apr 2024
GOI Sec
16.16%
44.43 Cr
CD
4.50%
12.37 Cr
Bonds
4.28%
11.77 Cr
Repo
4.20%
11.55 Cr
Money Mkt
1.71%
4.70 Cr
Others
69.15%
190.13 Cr

About HSBC Equity Savings Fund Direct-Growth

HSBC Equity Savings Fund Direct-Growth is a Hybrid mutual fund scheme from HSBC Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Praveen Ayathan, Kapil Punjabi, Mahesh A Chhabria, Cheenu Gupta, Abhishek Gupta and Hitesh Gondhia. It has an AUM of ₹274.96 Crores and the latest NAV decalared is ₹33.212 as on 23 May 2024 at 11:54 am.
HSBC Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 23.99%, in last 3 years is 47.07% and 199.07% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:274.96 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

HSBC Mutual Fund
HSBC Mutual Fund
View AMC Details
1,14,583.89 Cr
AUM
124
Schemes
Address
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East,400063
Phone Number
Phone Number
Fax : 022-40029600