HSBC Equity Savings Growth
- Equity Savings
- Hybrid
- Moderate Risk
Rating:
4
Key Metrics
Aum
₹1,126.77 Cr
Expense Ratio
1.29%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
18 Oct 2011
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.35% | -- |
| 3 Months | +3.36% | -- |
| 6 Months | +6.28% | -- |
| 1 Year | +9.92% | +9.92% |
| 2 Years | -- | +6.81% |
| 3 Years | +44.3% | +13% |
| 5 Years | +64.92% | +10.52% |
| Since Launch | +268.09% | +9.18% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 574.10 | 43.29 |
| HDFC Bank | 79.31 | 5.98 |
| ICICI Bank | 61.03 | 4.60 |
| Treps | 57.56 | 4.34 |
| State Bank of India | 51.94 | 3.92 |
| 7.06% Govt Stock 2028 | 45.69 | 3.44 |
| Federal Bank | 44.86 | 3.38 |
| AXIS Bank Ltd | 42.35 | 3.19 |
| PB Fintech | 38.52 | 2.90 |
| Mahindra & Mahindra Ltd | 36.94 | 2.79 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.77
Sharpe Ratio
8.04%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | +9.92% | +13% | +10.52% |
| Edelweiss Equity Savings Fund Regular Growth | +8.11% | +10.74% | +8.77% |
| Mirae Asset Equity Savings Fund Regular Growth | +5.96% | +9.62% | +8.49% |
| Sundaram Equity Savings Fund Growth | +2.13% | +8.3% | +8.55% |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | +6.06% | +8.07% | +6.47% |
Results are calculated on CAGR basis
About Fund
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.There is no assurance that the investment objective of the scheme will be realized.
The HSBC Equity Savings Growth has an AUM of 1126.77 crores & has delivered CAGR of 10.52 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.29%. The minimum investment in HSBC Equity Savings Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, HDFC Bank, ICICI Bank, Treps.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services, Software & Programming.
Some of the similar funds are HSBC Equity Savings Growth, Edelweiss Equity Savings Fund Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. HSBC Equity Savings Growth has a sharpe ratio of 0.77 & a standard deviation of 8.04%.
FAQs
According to the morning star rating HSBC Equity Savings Growth has a Moderate risk & High return.
HSBC Equity Savings Growth is managed by Mahesh Chhabria,Praveen Ayathan,Cheenu Gupta,Mohd Asif Rizwi,Mayank Chaturvedi.
The expense ratio of HSBC Equity Savings Growth is 1.29%.
The 5 year annualized return on HSBC Equity Savings Growth is 10.52% & it has generated 9.92% in the last 1 year.
The minimum investment in HSBC Equity Savings Growth is 5000 Rs.
HSBC Equity Savings Growth has an AUM of 1126.77 crores.
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