HSBC Equity Savings Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.47
• Std Deviation 5.28%
• 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 155.98 crores & has delivered CAGR of 9.62% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.50%. The minimum investment in HSBC Equity Savings Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, 5.22% Govt Stock 2025, United Spirits & 6.18% Govt Stock 2024.

The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Beverages (Alcoholic) & Regional Banks.

Some of the similar funds are HSBC Equity Savings Growth, Franklin India Equity Savings Fund Regular Growth, Union Equity Savings Fund Regular Growth, Nippon India Equity Savings Growth, Invesco India Equity Savings Fund Regular Growth. HSBC Equity Savings Growth has a sharpe ratio of 1.47 & a standard deviation of 5.28%.