HSBC Equity Savings Fund Growth Return
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This Fund:
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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)
₹905 Cr
Lock In Period
N/A
Expense Ratio
5.53
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
Summary
HSBC Equity Savings Fund Growth NAV is ₹35.7184 as of 23 May, 2026. HSBC Equity Savings Fund Growth has delivered 45.21% returns since its launch. The minimum SIP investment amount in HSBC Equity Savings Fund Growth is ₹500. The AUM of HSBC Equity Savings Fund Growth is ₹905 Cr. The expense ratio of the fund is 5.53%, and its benchmark is Nifty Equity Savings Total Return. The current exit load of the fund is 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.. In the last 1M months, HSBC Equity Savings Fund Growth has delivered 0.85% returns.
HSBC Equity Savings Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.85 | 0.02 | 126.02 |
| 6M | 2.69 | 1.65 | 126.02 |
| 1Y | 10.69 | 5.22 | 126.02 |
| 3Y | 13.24 | 15.38 | 126.02 |
Portfolio Analysis
- Equity: 70.64%
- Debt: 29.36%
- Others
As on: 2026-04-30
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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 ₹905 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 5.53. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak Equity Savings Fund - Growth | 4 | 10031.57 CR | 1.71 |
| Edelweiss Equity Savings Fund Growth | 4 | 1313.18 CR | 2.1 |
| HSBC Equity Savings Fund Growth | 5 | 904.5 CR | 5.53 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Equity Savings Fund - Growth | 5.1817 | 34.4339 |
| This FundEdelweiss Equity Savings Fund Growth | 6.8827 | 36.3157 |
| This FundHSBC Equity Savings Fund Growth | 10.6924 | 45.2093 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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 5.53. 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 : 0.85%
- 6 Months : 2.69%
- 1 Year : 10.69%
- 3 Years : 13.24%
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 ₹905 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.
