HSBC Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderate Risk
12.71%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹31.20
Min. SIP amount₹500
Rating4
Fund size₹221.40Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.3%12.7%11.7%9.7%
Category average16.3%9.3%9.5%NA
Rank with in category127NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.66%
Capital GoodsEquity6.27%
Consumer StaplesEquity5.62%
SovereignGOI Sec4.56%
SovereignGOI Sec4.16%
FinancialEquity4.09%
Canara Bank
FinancialCD3.36%
ServicesEquity2.97%
ConstructionEquity2.96%
TechnologyEquity2.57%
See All

Expense ratio, exit load and tax

Expense ratio: 0.61%

Inclusive of GST

Exit load

For units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Praveen Ayathan
Oct 2023 - Present
View details

Education
Mr. Praveen is a B.Sc (Mathematics).
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T MF, Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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