HSBC Equity Saving Monthly IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Equity Saving Monthly IDCW Payout Direct Plan

NAV
₹17.2438
+0.13%
(20 Feb)
AUM
752 Cr
TER
0.67%
Risk
Moderately High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.8%
+10.8%
+10.8%
+10.4%
+8.9%
+8.3%
3Y
+13.9%
+13.9%
+13.9%
+13.8%
+13.8%
+10.3%
5Y
+11.2%
+11.2%
+11.2%
+11.5%
+12.2%
+8.8%
ALL
+9.2%
+9.2%
+9.2%
+9.2%
+8.9%
+7.6%
VOL
7.0%
7.0%
7.0%
6.6%
7.8%
-
TER
0.7%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹752 Cr
₹752 Cr
₹752 Cr
₹752 Cr
₹1,195 Cr
-
INFO
1.31
1.31
1.31
1.40
1.14
-
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 Monthly IDCW Payout (DP)
₹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 Jan
Top holdings
Cash Offset For Derivatives
33.4%
Bharti Airtel Ltd
5.7%
Future on Bharti Airtel Ltd
4.0%
Future on ICICI Bank Ltd
3.2%
ICICI Bank Ltd
3.2%
Titan Co Ltd
3.2%
Billionbrains Garage Ventures Ltd
3.1%
Future on State Bank of India
2.8%
State Bank of India
2.8%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.8%
Top industry exposure
Financial Services
28.1%
Industrials
13.9%
Consumer Cyclical
9.6%
Communication Services
5.7%
Healthcare
4.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
100%
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)
Mahesh Chhabria
Praveen Ayathan
Cheenu Gupta
Mohd Asif Rizwi
Mayank Chaturvedi

FAQs