HSBC Equity Savings Fund - Regular Growth
Expense Ratio: 1.52
Risk: Moderately High
Hybrid Scheme - Equity Savings
Plan: Regular
Benchmark: Nifty Equity Savings Index
Inception: 27-09-2011
Exit Load: Nil
Fund Size:₹788.97 Cr
Performance
1Y
Fund11.36%
Cat. Avg.3.63%
2Y
Fund7.08%
Cat. Avg.4.58%
3Y
Fund12.94%
Cat. Avg.8.27%
5Y
FundN/A
Cat. Avg.7.40%
10Y
FundN/A
Cat. Avg.7.20%
SI
Fund13.03%
Cat. Avg.7.88%
Fund Facts
Manager(s)
Mahesh Chhabria
Beta
0.86
Std Dev
6.62%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Limited | 48.90 | 6.14% |
| 2 | State Bank of India | 33.86 | 4.25% |
| 3 | Oil & Natural Gas Corporation Limited | 31.57 | 3.97% |
| 4 | Reliance Industries Limited | 30.64 | 3.85% |
| 5 | Aditya Infotech Limited | 28.55 | 3.59% |
| 6 | ICICI Bank Limited | 28.11 | 3.53% |
| 7 | HDFC Bank Limited | 27.26 | 3.42% |
| 8 | Bharat Electronics Limited | 26.84 | 3.37% |
| 9 | Mahindra & Mahindra Limited | 26.02 | 3.27% |
| 10 | 364 Days Treasury Bill 04-Feb-2027 | 23.86 | 3.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63552 | +5.9% | +12.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +9.9% | +10.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.11 L. | +17.0% | +10.9% |
| SI | 07 Dec, 22 | 2.20 L. | 2.72 L. | +23.5% | +11.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.11 L. | +11.4% | +11.4% |
| 2Y | 15 Jul, 24 | 1 L. | 1.15 L. | +14.7% | +7.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.44 L. | +44.0% | +12.9% |
| SI | 28 Nov, 22 | 1 L. | 1.56 L. | +56.0% | +13.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.