What is the NAV of HSBC Equity Savings Fund?
The Current NAV of HSBC Equity Savings Fund is ₹35.93, as of 13th June 2025What are the returns of HSBC Equity Savings Fund?
The HSBC Equity Savings Fund has been there since 1st January 2013- 1 Year Returns: 4.67
- 3 Year Returns: 14.20
- 5 Year Returns: 15.66
What are the top 5 sectors holdings of HSBC Equity Savings Fund?
The top sectors HSBC Equity Savings Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 16.19%
- G-Sec | 14.99%
- Public Banks | 8.83%
- Specialized Finance | 8.61%
- Electrical Components & Equipments | 8.35%
What are the top 5 holdings HSBC Equity Savings Fund?
The top 5 holdings for HSBC Equity Savings Fund are- Treps | 5.13%
- BSE Ltd | 4.11%
- Indusind Bank Ltd | 3.57%
- State Bank of India | 3.33%
- Transformers and Rectifiers (India) Ltd | 3.31%
What is the asset allocation of HSBC Equity Savings Fund?
The HSBC Equity Savings Fund is a plan that invests- Equity | 69.69%
- Government Securities | 16.63%
- Cash & Equivalents | 4.53%
- Corporate Debt | 3.28%
- Commercial Paper | 2.96%
How to invest in HSBC Equity Savings Fund?
If you wish to invest in HSBC Equity Savings Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Equity Savings Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Equity Savings Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Equity Savings Fund?
The AUM of HSBC Equity Savings Fund is 654.98 Cr as of 13th June 2025What is the expense ratio of HSBC Equity Savings Fund Plan?
The expense ratio of HSBC Equity Savings Fund Plan is 0.65How to exit HSBC Equity Savings Fund?
If you have invested in HSBC Equity Savings Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HSBC Equity Savings Fund?
The alpha ratio for the HSBC Equity Savings Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Equity Savings Fund?
The volatility or standard deviation for the HSBC Equity Savings Fund is 8.75
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Equity Savings Fund?
The sharpe ratio for the HSBC Equity Savings Fund is 0.02
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Equity Savings Fund?
The Sortino ratio for the HSBC Equity Savings Fund is 0.00
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Equity Savings Fund?
The PE ratio (price-to-earnings) of the HSBC Equity Savings Fund is 46.29 while category PE ratio is 33.161. Test MF FAQ for Mutual Fund HSBC Equity Savings Fund Shares?
The Current NAV of HSBC Equity Savings Fund is ₹35.93, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Equity Savings Fund Plan?
There is a lock in period of N/A for HSBC Equity Savings Fund
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HSBC Equity Savings Fund Direct Growth
Growth
35.930.01% (-0.01)
High
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—
Low
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Returns
0.00%
0.00%
1M
6M
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3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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HSBC Equity Savings Fund Performance & Key Metrics
HSBC Equity Savings Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.65 | — | 0.02 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 6.42 | 0.83 |
HSBC Equity Savings Fund Scheme InfoHSBC Equity Savings Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Equity Savings Index |
About Equity Savings
About Equity Savings
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
HSBC Equity Savings Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HSBC Equity Savings Fund Peers & Comparison
Comparing 3 mutual funds from
HybridEquity Savings
HybridEquity Savings
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Equity Savings Fund | 4.67% | 14.20% | 9.91% |
| ICICI Pru Equity Savings Fund | 9.02% | 9.67% | 8.70% |
| Kotak Equity Savings Fund | 6.50% | 13.46% | 10.22% |
| HDFC Equity Savings Fund | 6.99% | 12.78% | 10.52% |
HSBC Equity Savings Fund Returns Comparison
Compare HSBC Equity Savings Fund with any MF, ETF, stock or indexCompare HSBC Equity Savings Fund with any MF, ETF, stock or index
HSBC Equity Savings Fund
Hmm, looks like data is unavailable here. Please come back after some timeHSBC Equity Savings Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Equity Savings Fund Asset Allocation
HSBC Equity Savings Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Jan 2025
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Equity Savings Fund Sector Distribution
HSBC Equity Savings Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Equity Savings Fund Sector Weightage
HSBC Equity Savings Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
HSBC Equity Savings Fund Current Holdings
HSBC Equity Savings Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
4.11 %
4.11 %Holdings
3.57 %
3.57 %Holdings
3.33 %
3.33 %
AMC Profile of HSBC Equity Savings Fund
AMC Profile of HSBC Equity Savings Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Equity Savings Fund Manager Details
HSBC Equity Savings Fund Manager Details
HSBC Equity Savings Fund Manager Profile
HSBC Equity Savings Fund Manager Profile
Cheenu Gupta
AUM: ₹18,855.29 Cr.
|
Exp: —
Mahesh Chhabria
AUM: ₹48,685.31 Cr.
|
Exp: 11yrs
Mohd Asif Rizwi
AUM: ₹29,368.30 Cr.
|
Exp: —
Praveen Ayathan
AUM: ₹4,909.07 Cr.
|
Exp: 22yrs
HSBC Equity Savings Fund Manager Performance (0)
HSBC Equity Savings Fund Manager Performance (0)
Hybrid: Equity Savings
HSBC Equity Savings Fund Tax Implications
HSBC Equity Savings Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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HSBC Equity Savings Fund Review & Opinions
HSBC Equity Savings Fund Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%