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Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹752 Cr

Lock In Period

N/A

Expense Ratio

1.52

Benchmark

Nifty Equity Savings Total Return

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.

Summary

Latest details for HSBC Equity Savings Fund Growth include a ₹34.6257 NAV as of Feb 24,2026 and returns since inception of 47.94%. Minimum investments start at SIP ₹500. The HSBC Equity Savings Fund Growth AUM is ₹752 Cr, with a lock-in of N/A years, expense ratio of 1.52%, and benchmark Nifty Equity Savings Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 3.32% returns, against a category average of 0.51% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.320.51126.02
6M2.342.99126.02
1Y12.536.66126.02
3Y13.9514.06126.02

Portfolio Analysis

  • Equity: 71.61%
  • Debt: 28.39%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited3.17%
2. Kotak Mahindra Bank Limited2.02%
3. HDFC Bank Limited1.90%
4. Axis Bank Limited1.53%
5. City Union Bank Limited1.42%
6. The Federal Bank Limited0.96%
7. RBL Bank Limited0.81%

1. Bharti Airtel Limited5.66%

1. Billionbrains Garage Ventures Ltd.3.07%
2. Tata Consultancy Services Limited1.13%
3. Coforge Limited0.79%
4. Infosys Limited0.06%
5. PERSISTENT SYSTEMS LTD0.05%

1. State Bank of India2.82%
2. Punjab National Bank1.98%
3. Bank of Baroda0.02%

1. Anthem Biosciences Limited1.79%
2. Divi''s Laboratories Limited1.32%
3. Torrent Pharmaceuticals Limited0.30%
4. Sun Pharmaceutical Industries Limited0.01%

1. Titan Company Limited3.16%

1. FSN E-Commerce Ventures Limited2.53%
2. Eternal Limited0.53%

1. Bharat Electronics Limited2.63%
2. Hindustan Aeronautics Limited0.12%

1. Jio Financial Services Limited2.70%

1. Larsen & Toubro Limited2.62%

1. ICICI Prudential AMC Ltd2.37%
2. Nippon Life India Asset Management Ltd0.01%

1. Aditya Infotech Limited2.35%

1. GE Vernova T&D India Limited1.22%
2. Power Grid Corporation of India Limited0.81%

1. Mahindra & Mahindra Limited2.00%

1. Steel Authority of India Limited0.98%
2. Tata Steel Limited0.72%

1. Ashok Leyland Limited1.57%

1. Reliance Industries Limited1.57%

1. PB Fintech Limited1.50%

1. Lenskart Solutions Limited1.34%

1. Hitachi Energy India Limited1.30%

1. SAFARI INDUSTRIES (INDIA) LIMITED1.30%

1. Container Corporation of India Limited1.29%

1. BSE Ltd1.23%

1. Godfrey Phillips India Limited1.22%

About Fund

HSBC Equity Savings Fund Growth managed by HSBC Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹752 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.52. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Equity Savings Fund (Growth Accum) Growth31195.2 CR2.51
This FundMirae Asset Equity Savings Fund Growth51886.81 CR1.36
This FundHSBC Equity Savings Fund Growth3751.77 CR1.52
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundSundaram Equity Savings Fund (Growth Accum) Growth8.033339.7075
This FundMirae Asset Equity Savings Fund Growth11.99340.5873
This FundHSBC Equity Savings Fund Growth12.528947.9427
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 1.52. 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 : 3.32%
  • 6 Months : 2.34%
  • 1 Year : 12.53%
  • 3 Years : 13.95%
Returns of HSBC Equity Savings Fund Growth are updated daily based on NAV of ₹ 34.6257 as on Feb 24,2026. Since inception, the return has been 47.94%.

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 ₹752 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.
Min Inv Amount: ₹500