HSBC Equity Savings Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.61 %
Expense Ratio
Rating
230
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.7% | 13.9% | 11.7% | 9.9% | ||||
| Category Average | 24.4% | 16.9% | 15.2% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.51
Alpha
1.3
SD
0.27
Beta
1.2
Sharpe
Exit Load
| Exit Load | If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 month from the date of allotment. 0.50% - For Redemption within 1 month from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 month from the date of allotment. |
|---|
Fund Objective
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.
Fund Managers
Ritesh Jain
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 14
-
17.9%Fund Size - 14
-
9.7%Fund Size - 14
-
9.6%Fund Size - 14
-
- Hybrid .
- Equity Savings .
-
- 9,663
-
11.8%Fund Size - 9,663
-
8.9%Fund Size - 9,663
-
8.7%Fund Size - 9,663
-
- Hybrid .
- Equity Savings .
-
- 106
-
12.3%Fund Size - 106
-
8.8%Fund Size - 106
-
8.6%Fund Size - 106
-
- Hybrid .
- Equity Savings .
-
- 90
-
10.3%Fund Size - 90
-
8.7%Fund Size - 90
-
8.5%Fund Size - 90
-
- Hybrid .
- Equity Savings .
-
- 529
-
15.2%Fund Size - 529
-
8.4%Fund Size - 529
-
9.4%Fund Size - 529
AMC Contact Details
HSBC Mutual Fund
AUM:
1,09,951 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 9,740
-
59.2%Fund Size - 9,740
-
24.4%Fund Size - 9,740
-
20.8%Fund Size - 9,740
-
- Equity .
- Large & Mid Cap .
-
- 2,768
-
49.4%Fund Size - 2,768
-
23.4%Fund Size - 2,768
-
20%Fund Size - 2,768
-
- Equity .
- Value .
-
- 11,430
-
55.2%Fund Size - 11,430
-
28.6%Fund Size - 11,430
-
22.4%Fund Size - 11,430
-
- Equity .
- Small Cap .
-
- 300
-
28.2%Fund Size - 300
-
34.7%Fund Size - 300
-
16.5%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 13,401
-
50.9%Fund Size - 13,401
-
34.6%Fund Size - 13,401
-
25.7%Fund Size - 13,401
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
41.8%Fund Size - 1,863
-
21.2%Fund Size - 1,863
-
19.4%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
33.8%Fund Size - 12,577
-
18%Fund Size - 12,577
-
18.8%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
45.6%Fund Size - 24,378
-
27.3%Fund Size - 24,378
-
18.6%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
41.8%Fund Size - 53,505
-
22.9%Fund Size - 53,505
-
18.6%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
36.5%Fund Size - 828
-
20.3%Fund Size - 828
-
18.1%Fund Size - 828
Frequently Asked Questions
How to invest in HSBC Equity Savings Fund – Direct Growth ?
You can invest in HSBC Equity Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Equity Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Equity Savings Fund – Direct Growth ?
The NAV of HSBC Equity Savings Fund – Direct Growth is ₹32.5 as of 23 April 2024.
How to redeem HSBC Equity Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Equity Savings Fund – Direct Growth?
The minimum SIP amount of HSBC Equity Savings Fund – Direct Growth is ₹500
What are the top sectors HSBC Equity Savings Fund – Direct Growth has invested in?
The top sectors HSBC Equity Savings Fund – Direct Growth has invested in are
- Debt - 27.25%
- Electrical Equipments - 7.8%
- Aerospace & Defense - 6.8%
- IT-Software - 6.64%
- Banks - 6.48%
Can I make investments in both the SIP and Lump Sum schemes of HSBC Equity Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HSBC Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have HSBC Equity Savings Fund – Direct Growth generated ?
The HSBC Equity Savings Fund – Direct Growth has delivered 9.9% since inception
What is the expense ratio of HSBC Equity Savings Fund – Direct Growth ?
The expense ratio of HSBC Equity Savings Fund – Direct Growth is 0.61 % as of 23 April 2024.
What is the AUM of HSBC Equity Savings Fund – Direct Growth?
The AUM of HSBC Equity Savings Fund – Direct Growth is ₹1,09,951 Cr as of 23 April 2024
What are the top stock holdings of HSBC Equity Savings Fund – Direct Growth?
The top stock holdings of HSBC Equity Savings Fund – Direct Growth are
- Bharat Electron - 6.54%
- United Spirits - 5.62%
- HDFC Bank - 5.57%
- Larsen & Toubro - 5.4%
- Medi Assist Ser. - 3.15%
How can I redeem my investments in HSBC Equity Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.