HSBC Equity Savings Fund IDCW Monthly

Hybrid
Equity Savings
Moderate Risk
12.68%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Apr 2024₹14.62
Min. SIP amountNot Supported
Rating4
Fund size₹230.16Cr

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 returns22.5%12.7%10.4%9.0%
Category average16.4%9.9%9.0%NA
Rank with in category114NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
Capital GoodsEquity6.80%
GOI
SovereignGOI Sec6.58%
Consumer StaplesEquity5.91%
FinancialEquity5.52%
SovereignGOI Sec4.51%
SovereignGOI Sec4.11%
Canara Bank
FinancialCD3.32%
ServicesEquity3.26%
ConstructionEquity3.15%
TechnologyEquity2.66%
See All

Expense ratio, exit load and tax

Expense ratio: 1.51%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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.

Abhishek Gupta
Apr 2024 - Present
View details

Education
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience
Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
Also manages these schemes

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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