HSBC Equity Savings Fund

Hybrid · Equity Savings
 · ★★
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
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 07 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
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
7.1%
Pidilite Inds.
3.87%
Bajaj Finance
3.66%
Ambuja Cements
3.57%
Indian Hotels Co
3.37%
Others
78.43%
Debt
30.56%
Finance
6.42%
Beverages
6.35%
Banks
6.29%
IT-Software
6.24%
Others
44.14%
Equity
69.82%
Govt Securities / Sovereign
21.04%
Certificate of Deposit
6.6%
Reverse Repos
1.8%
Net Curr Ass/Net Receivables
0.74%

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.

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

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
  1. United Spirits - 7.1%
  2. Pidilite Inds. - 3.87%
  3. Bajaj Finance - 3.66%
  4. Ambuja Cements - 3.57%
  5. 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
  1. United Spirits - 7.1%
  2. Pidilite Inds. - 3.87%
  3. Bajaj Finance - 3.66%
  4. Ambuja Cements - 3.57%
  5. Indian Hotels Co - 3.37%
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