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HSBC Equity Savings Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,127 Cr

Lock In Period

N/A

Expense Ratio

2.63

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (’the limit) within 1 Month from the date of allotment - Nil.If redeemed or switched out units are over and above the limit i.e beyond 10% of the allotted units within 1 month exit load applicable - 0.50%.If units are redeemed or switched out on or after 1 Month from the date of Purchase - Nil.

Benchmark

Nifty Equity Savings Total Return

HSBC Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.93-0.17126.02
6M7.881.93126.02
1Y11.383.95126.02
3Y12.8812.57126.02

Portfolio Analysis

  • Equity: 79.06%
  • Debt: 20.94%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited5.03%
2. ICICI Bank Limited5.01%
3. Axis Bank Limited2.78%
4. The Federal Bank Limited2.20%
5. Kotak Mahindra Bank Limited2.07%
6. Bandhan Bank Limited1.21%
7. City Union Bank Limited0.38%
8. RBL Bank Limited0.26%
9. IndusInd Bank Limited0.15%

1. State Bank of India4.38%
2. Punjab National Bank0.95%
3. Canara Bank0.65%
4. Bank of Baroda0.30%
5. Bank of India0.18%

1. Sun Pharmaceutical Industries Limited2.39%
2. Lupin Limited1.04%
3. Divi''s Laboratories Limited1.03%
4. Laurus Labs Limited0.48%

1. Steel Authority of India Limited1.58%
2. Tata Steel Limited1.11%
3. JSW Steel Limited0.95%

1. Mahindra & Mahindra Limited3.64%

1. HDFC Asset Management Company Limited2.10%
2. ICICI Prudential AMC Ltd1.00%
3. Nippon Life India Asset Management Ltd0.36%

1. Cholamandalam Invest & Finance Co Ltd1.06%
2. Shriram Finance Limited0.98%
3. Bajaj Finance Limited0.75%

1. FSN E-Commerce Ventures Limited1.66%
2. Eternal Limited0.87%

1. Jio Financial Services Limited2.30%

1. Grasim Industries Limited1.14%
2. Ambuja Cements Limited0.83%
3. UltraTech Cement Limited0.06%

1. Tata Consumer Products Limited1.83%

1. Bharti Airtel Limited1.79%

1. PB Fintech Limited1.71%

1. TVS Motor Company Limited1.38%
2. Eicher Motors Limited0.21%
3. Hero MotoCorp Limited0.05%

1. Adani Enterprises Limited1.43%

1. Billionbrains Garage Ventures Ltd.1.26%
2. PERSISTENT SYSTEMS LTD0.03%
3. Infosys Limited0.00%

1. Thermax Limited1.27%

1. TD Power Systems Limited0.70%
2. Bharat Heavy Electricals Limited0.55%
3. Jyoti Cnc Automation Ltd0.01%

1. GE Vernova T&D India Limited1.24%

1. Aditya Infotech Limited1.21%

1. Tata Motors Passenger Vehicles Limited1.16%

1. Reliance Industries Limited1.10%

1. CG Power And Industrial Solutions Ltd1.02%
2. ABB India Limited0.04%

1. Aditya Birla Capital Limited0.42%
2. 360 ONE WAM LIMITED0.34%
3. Max Financial Services Limited0.28%
4. Prudent Corporate Advisory Services Ltd0.01%

1. Bharat Electronics Limited0.93%
2. Hindustan Aeronautics Limited0.08%

About Fund HSBC Equity Savings Fund Growth

HSBC Equity Savings Fund Growth managed by HSBC Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹1,127 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.63. Under the expert guidance of Mahesh Chhabria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mahesh Chhabria

Mr. Mahesh holds B.Com, FCA (ICAI), CFA (ICFAI), FRM (GARP). Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Equity Savings Fund Growth41,443 CR2.17
HSBC Equity Savings Fund Growth51,126 CR2.63
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundEdelweiss Equity Savings Fund Growth6.81535.3798
This FundHSBC Equity Savings Fund Growth11.378943.8415
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

HSBC Equity Savings Fund Growth FAQs

HSBC Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Equity Savings Fund Growth is 2.63. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.93%
  • 6 Months : 7.88%
  • 1 Year : 11.38%
  • 3 Years : 12.88%
Returns of HSBC Equity Savings Fund Growth are updated daily based on NAV of ₹ 36.6808 as on Jul 20,2026. Since inception, the return has been 43.84%.

You can invest in HSBC Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Equity Savings Fund Growth is ₹1,127 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.