HSBC Equity Saving Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Equity Saving Growth Direct Plan

NAV
₹37.4372
-0.88%
(20 Dec)
AUM
583 Cr
TER
0.61%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+25.8%
+19.1%
+15.3%
+14.6%
+11.7%
+11.1%
3Y
+15.4%
+12.0%
+12.9%
+13.0%
+9.6%
+11.6%
5Y
+14.9%
+11.5%
+14.7%
+12.4%
+10.0%
+12.0%
ALL
+10.8%
+11.3%
+10.3%
+10.6%
+8.0%
+10.3%
VOL
6.2%
6.3%
6.0%
5.7%
-
6.0%
TER
0.6%
0.7%
0.6%
0.6%
-
0.8%
AUM
₹583 Cr
₹341 Cr
₹1,005 Cr
₹7,804 Cr
-
₹642 Cr
INFO
1.74
1.78
1.73
1.86
-
1.71
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Cash Offset For Derivatives
35.1%
Future on HDFC Bank Ltd
4.5%
HDFC Bank Ltd
4.5%
Transformers & Rectifiers (India) Ltd
4.1%
Future on City Union Bank Ltd
3.6%
City Union Bank Ltd
3.6%
Trent Ltd
3.1%
Future on State Bank of India
3.0%
State Bank of India
2.9%
Zomato Ltd
2.9%
Top industry exposure
Financial Services
25.5%
Industrials
22.6%
Consumer Cyclical
7.6%
Technology
3.9%
Real Estate
3.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
508%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
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.There is no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Kapil Punjabi
Mahesh Chhabria
Praveen Ayathan
Cheenu Gupta
Sonal Gupta
Abhishek Gupta
Hitesh Gondhia

FAQs