HSBC Equity Savings Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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)

₹1,558 Cr

Lock In Period

N/A

Expense Ratio

2.46

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(%)
1M-2.05-1.46126.02
6M1.720.86126.02
1Y3.582.72126.02
3Y10.9712.81126.02

Portfolio Analysis

  • Equity: 73.30%
  • Debt: 26.70%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Limited4.78%
2. ICICI Bank Limited3.64%
3. Axis Bank Limited3.45%
4. The Federal Bank Limited2.55%
5. Kotak Mahindra Bank Limited1.72%
6. Bandhan Bank Limited0.77%
7. IDFC First Bank Limited0.76%
8. IndusInd Bank Limited0.66%
9. City Union Bank Limited0.30%
10. RBL Bank Limited0.21%

1. State Bank of India3.14%
2. Canara Bank1.70%
3. Punjab National Bank0.69%
4. Bank of Baroda0.19%
5. Bank of India0.09%
6. Union Bank of India0.00%

1. Steel Authority of India Limited1.20%
2. Tata Steel Limited1.03%
3. JSW Steel Limited0.66%

1. Reliance Industries Limited2.88%

1. Sun Pharmaceutical Industries Limited1.68%
2. Divi''s Laboratories Limited1.05%

1. Life Insurance Corporation Of India2.05%
2. HDFC Life Insurance Company Limited0.46%

1. Meesho Limited1.46%
2. FSN E-Commerce Ventures Limited0.82%
3. Eternal Limited0.01%

1. HDFC Asset Management Company Limited1.31%
2. ICICI Prudential AMC Ltd0.68%
3. Nippon Life India Asset Management Ltd0.24%

1. Bajaj Finance Limited1.41%
2. Cholamandalam Invest & Finance Co Ltd0.70%
3. Shriram Finance Limited0.02%

1. Lenskart Solutions Limited1.89%

1. Mahindra & Mahindra Limited1.80%

1. Polycab India Limited1.64%
2. KEI Industries Limited0.06%

1. Aditya Infotech Limited1.58%

1. GE Vernova T&D India Limited1.52%

1. KFIN Technologies Limited0.94%
2. Aditya Birla Capital Limited0.30%
3. Max Financial Services Limited0.18%
4. Prudent Corporate Advisory Services Ltd0.01%

1. Hitachi Energy India Limited1.32%

1. Coforge Limited1.12%
2. Billionbrains Garage Ventures Ltd.0.12%
3. PERSISTENT SYSTEMS LTD0.02%

1. Varun Beverages Limited1.24%

1. Bharti Airtel Limited1.23%

1. Shadowfax Technologies Limited0.72%
2. Container Corporation of India Limited0.45%

1. Grasim Industries Limited0.63%
2. Ambuja Cements Limited0.52%

1. Jio Financial Services Limited1.02%
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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 ₹1,558 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.46. 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

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 2.46. 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 : -2.05%
  • 6 Months : 1.72%
  • 1 Year : 3.58%
  • 3 Years : 10.97%
Returns of HSBC Equity Savings Fund Growth are updated daily based on NAV of ₹ 35.8257 as on Oct 23,2026. Since inception, the return has been 36.65%.

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 ₹1,558 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.
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