Active Stocks
Thu Feb 13 2025 15:56:24
  1. Tata Steel share price
  2. 136.20 2.99%
  1. Tata Motors share price
  2. 683.65 -0.11%
  1. Wipro share price
  2. 308.50 -0.55%
  1. State Bank Of India share price
  2. 727.30 -0.81%
  1. NTPC share price
  2. 306.95 0.23%
Business News/Market/Market Stats/    HSBC Equity Savings Growth

HSBC Equity Savings Growth

+
  • Hybrid
  • Equity Savings
  • Rating 4
  • Plan
31.04 +0.04 (0.14%) NAV as on 13 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)645.63
  • CAGR 10.94%
  • Exit Load0.50%
  • Expense ratio1.51%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP500
  • Launch Date2011-10-18

Morning Star Rating 4

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 14 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 34.82
  • 5.39%
  • LIC Housing Finance Limited
  • 19.00
  • 2.94%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.67
  • Std Deviation 7.04%
  • Tracking Error 0.00%

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 645.63 crores & has delivered CAGR of 11.21% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.51%. 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 top holdings of the fund include Treps, Transformers And Rectifiers In, Indusind Bank & State Bank Of India.

 

The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Investment Services & Retail (Apparel).

 

Some of the similar funds are UTI Equity Savings Fund Regular Growth, HSBC Equity Savings Growth, Edelweiss Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. HSBC Equity Savings Growth has a sharpe ratio of 0.67 & a standard deviation of 7.04%.

FAQs about HSBC Equity Savings Growth

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,Sonal Gupta,Abhishek Gupta,Hitesh Gondhia,Mohd Asif Rizwi.
The expense ratio of HSBC Equity Savings Growth is 1.51%.
The 5 year annualized return on HSBC Equity Savings Growth is 11.21% & it has generated 10.94% in the last 1 year.
The minimum investment in HSBC Equity Savings Growth is 5000 Rs.
HSBC Equity Savings Growth has an AUM of 645.63 crores.
Recommended For You