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HSBC Equity Savings Growth
Hybrid equity savings
Overview ( as on 13/06/25 )
NAV
₹32.42
Last change
₹-0.01 -0.0%
Fund Size (AUM)
654.98 Cr
Performance
14.64% (5Y)
Fund Details
HSBC Equity Savings Growth
as of 13/06/25
AUM
654.98 Cr
Expense Ratio
1.51 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF917K01AA5
Fund Manager
Cheenu Gupta
Exit Load
0.5% if redeemed within 0-1 months
0% if redeemed after 1 months
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | 3.73% | 13.19% | 14.64% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
State Bank of India |
3.59% |
Jio Financial Services Ltd |
3.48% |
Eternal Ltd |
3.46% |
HDFC Bank Ltd |
3.36% |
Trent Ltd |
3.27% |
7.06% Govt Stock 2028 |
3.03% |
LIC Housing Finance Ltd |
3.0% |
Axis Bank Ltd |
2.94% |
Kotak Mahindra Bank Ltd |
2.56% |
Canara Bank |
2.5% |
Sector Allocation
Financial |
45.29% |
Consumer Cyclical |
16.29% |
Industrials |
12.61% |
Healthcare |
6.99% |
Consumer Defensive |
5.16% |
Technology |
2.9% |
Utilities Services |
2.88% |
Energy |
2.88% |
Communication Services |
2.79% |
Basic Materials |
2.15% |
Asset Allocation
-
69%
Equity
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20%
Debt
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11%
Others
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
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Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
14.58% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
14.58% (5Y)
-
-
HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
14.64% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
14.61% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
14.25% (5Y)
-
-
Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
14.35% (5Y)
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