Overview ( as on 31/10/24 )

NAV
₹32.44
Last change
₹0.11 +0.0%
Fund Size (AUM)
477.96 Cr
Performance
12.89% (5Y)

Fund Details

logo
HSBC Equity Savings Gr
as of 31/10/24
AUM

477.96 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 Gr 24.98% 12.44% 12.89%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd

5.1%

Trent Ltd

3.8%

Zomato Ltd

3.72%

Canara Bank

3.36%

Suzlon Energy Ltd

3.35%

7.38% Govt Stock 2027

3.26%

Steel Authority Of India Ltd

3.25%

5.22 Govt Stock 15062025

3.15%

State Bank of India

2.94%

IndusInd Bank Ltd

2.83%

Sector Allocation

Industrials

31.0%

Financial

30.41%

Consumer Cyclical

13.34%

Real Estate

6.33%

Technology

5.88%

Basic Materials

5.41%

Healthcare

3.31%

Energy

3.19%

Utilities Services

1.09%

Consumer Defensive

0.03%

Asset Allocation

  • 44%

    Others
  • 38%

    Equity
  • 18%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

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Minimum SIP
1000
Minimum Lumpsum
5000
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