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Business News/Market/Market Stats/    HSBC Equity Savings Growth

HSBC Equity Savings Growth

+
  • Hybrid
  • Equity Savings
  • Rating 4
  • Plan
28.42 -0.17 (-0.61%) NAV as on 28 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)221.40
  • CAGR 21.85%
  • Exit Load0.50%
  • Expense ratio1.51%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP500
  • Launch Date2011-10-18

Morning Star Rating 4

Low
Risk
High
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • 5.22% Govt Stock 2025
  • 14.75
  • 6.66%
  • 6.18% Govt Stock 2024
  • 10.10
  • 4.56%
  • 7.06% Govt Stock 2028
  • 9.21
  • 4.16%
  • Canara Bank
  • 7.44
  • 3.36%
  • Treps
  • 5.98
  • 2.70%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.45
  • Std Deviation 4.81%
  • 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 221.40 crores & has delivered CAGR of 10.77% 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 Low & High respectively.

 

The top holdings of the fund include 5.22% Govt Stock 2025, Bharat Electronics, United Spirits & 6.18% Govt Stock 2024.

 

The major sectors where the fund is invested are Electronic Instr. & Controls, Software & Programming, Aerospace & Defense & Regional Banks.

 

Some of the similar funds are HSBC Equity Savings Growth, UTI Equity Savings Fund Regular Growth, Tata Equity Savings Regular Growth, Franklin India Equity Savings Fund Regular Growth, Invesco India Equity Savings Fund Regular Growth. HSBC Equity Savings Growth has a sharpe ratio of 1.45 & a standard deviation of 4.81%.

FAQs about HSBC Equity Savings Growth

According to the morning star rating HSBC Equity Savings Growth has a Low risk & High return.
HSBC Equity Savings Growth is managed by Mahesh Chhabria,Neelotpal Sahai,Praveen Ayathan,Cheenu Gupta,Sonal Gupta,Hitesh Gondhia.
The expense ratio of HSBC Equity Savings Growth is 1.51%.
The 5 year annualized return on HSBC Equity Savings Growth is 10.77% & it has generated 21.85% in the last 1 year.
The minimum investment in HSBC Equity Savings Growth is 5000 Rs.
HSBC Equity Savings Growth has an AUM of 221.40 crores.
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