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)

₹1,326 Cr

Lock In Period

N/A

Expense Ratio

2.53

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

HSBC Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.580.63126.02
6M6.302.90126.02
1Y8.845.51126.02
3Y13.0714.73126.02

Portfolio Analysis

  • Equity: 78.05%
  • Debt: 21.95%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited5.98%
2. ICICI Bank Limited4.60%
3. The Federal Bank Limited3.38%
4. Axis Bank Limited3.19%
5. Kotak Mahindra Bank Limited1.88%
6. IDFC First Bank Limited0.92%
7. Bandhan Bank Limited0.88%
8. City Union Bank Limited0.32%
9. RBL Bank Limited0.22%
10. IndusInd Bank Limited0.14%

1. State Bank of India3.92%
2. Canara Bank2.09%
3. Punjab National Bank0.95%
4. Bank of Baroda0.23%
5. Bank of India0.11%
6. Union Bank of India0.01%

1. Bajaj Finance Limited1.98%
2. Cholamandalam Invest & Finance Co Ltd0.93%
3. Shriram Finance Limited0.87%

1. Sun Pharmaceutical Industries Limited2.17%
2. Divi''s Laboratories Limited1.07%
3. Laurus Labs Limited0.33%

1. Meesho Limited1.37%
2. FSN E-Commerce Ventures Limited1.01%
3. Eternal Limited0.84%

1. PB Fintech Limited2.90%

1. HDFC Asset Management Company Limited1.76%
2. ICICI Prudential AMC Ltd0.80%
3. Nippon Life India Asset Management Ltd0.31%

1. Steel Authority of India Limited1.31%
2. JSW Steel Limited0.78%
3. Tata Steel Limited0.73%

1. Mahindra & Mahindra Limited2.79%

1. KFIN Technologies Limited1.24%
2. Aditya Birla Capital Limited0.37%
3. 360 ONE WAM LIMITED0.24%
4. Max Financial Services Limited0.23%
5. Prudent Corporate Advisory Services Ltd0.01%

1. Grasim Industries Limited0.97%
2. Ambuja Cements Limited0.71%

1. Bharti Airtel Limited1.63%

1. TVS Motor Company Limited1.14%
2. Eicher Motors Limited0.19%
3. Hero MotoCorp Limited0.05%

1. Jio Financial Services Limited1.35%

1. Polycab India Limited1.15%
2. KEI Industries Limited0.08%

1. Adani Enterprises Limited1.21%

1. InterGlobe Aviation Limited1.17%

1. Indian Energy Exchange Limited0.71%
2. BSE Ltd0.36%
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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 ₹1,326 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.53. 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 NameRatingsAUMExpense Ratio
Edelweiss Equity Savings Fund Growth41,529 CR2.16
HSBC Equity Savings Fund Growth51,326 CR2.53
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundEdelweiss Equity Savings Fund Growth7.672636.1966
This FundHSBC Equity Savings Fund Growth8.835644.5759
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 2.53. 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 : 0.58%
  • 6 Months : 6.30%
  • 1 Year : 8.84%
  • 3 Years : 13.07%
Returns of HSBC Equity Savings Fund Growth are updated daily based on NAV of ₹ 36.8933 as on Aug 20,2026. Since inception, the return has been 44.58%.

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 ₹1,326 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.