HSBC Equity Savings Fund
500
Min SIP
5,000
Min Lumpsum
0.6 %
Expense Ratio
Rating
140
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.7% | 16.1% | 8.6% | 9% | ||||
| Category Average | 16.1% | 24% | 13.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
United Spirits
Pidilite Inds.
Bajaj Finance
Ambuja Cements
Indian Hotels Co
Others
Advance Ratio
0.6
Alpha
1.75
SD
0.35
Beta
0.72
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. |
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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
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 422
-
12%Fund Size - 422
-
16.4%Fund Size - 422
-
10.8%Fund Size - 422
-
- Hybrid .
- Equity Savings .
-
- 2,568
-
11.3%Fund Size - 2,568
-
14.9%Fund Size - 2,568
-
9.4%Fund Size - 2,568
-
- Hybrid .
- Equity Savings .
-
- 2,171
-
11.6%Fund Size - 2,171
-
13%Fund Size - 2,171
-
9.6%Fund Size - 2,171
-
- Hybrid .
- Equity Savings .
-
- 456
-
10.7%Fund Size - 456
-
12.3%Fund Size - 456
-
7.8%Fund Size - 456
-
- Hybrid .
- Equity Savings .
-
- 253
-
10.8%Fund Size - 253
-
11.8%Fund Size - 253
-
9.4%Fund Size - 253
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 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
Frequently Asked Questions
How to invest in HSBC Equity Savings Fund ?
You can invest in HSBC Equity Savings Fund 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 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 ?
The NAV of HSBC Equity Savings Fund is ₹27.2 as of 07 June 2023.
How to redeem HSBC Equity Savings Fund 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?
The minimum SIP amount of HSBC Equity Savings Fund is ₹500
What are the top sectors HSBC Equity Savings Fund has invested in??
The top sectors HSBC Equity Savings Fund has invested in are
- United Spirits - 7.1%
- Pidilite Inds. - 3.87%
- Bajaj Finance - 3.66%
- Ambuja Cements - 3.57%
- Indian Hotels Co - 3.37%
How much returns have HSBC Equity Savings Fund generated ?
The HSBC Equity Savings Fund has delivered 9% since inception
What is the expense ratio of HSBC Equity Savings Fund ?
The expense ratio of HSBC Equity Savings Fund is 0.6 % as of 07 June 2023.
What is the AUM of HSBC Equity Savings Fund?
The AUM of HSBC Equity Savings Fund is ₹12,789 Cr as of 07 June 2023
What are the top stock holdings of HSBC Equity Savings Fund?
The top stock holdings of HSBC Equity Savings Fund are
- United Spirits - 7.1%
- Pidilite Inds. - 3.87%
- Bajaj Finance - 3.66%
- Ambuja Cements - 3.57%
- Indian Hotels Co - 3.37%