HSBC Equity Savings Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.90
• Std Deviation 7.29%
• Tracking Error 0.00%

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 786.83 crores & has delivered CAGR of 10.92% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.52%. 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 Cash Offset For Derivatives, Bharti Airtel, Eternal & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are HSBC Equity Savings Growth, UTI Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular Growth, Nippon India Equity Savings Growth. HSBC Equity Savings Growth has a sharpe ratio of 0.90 & a standard deviation of 7.29%.