HSBC Regular Savings Fund Growth+0.11%

3
5.64%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Regular Savings Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.27%
NAV39.60 (13 Jul 2020)
Fund Started24 Feb 2004
Fund Size85 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Regular Savings Fund Growth
5.6%
4.3%
6.3%
8.8%
Category Average
3.2%
4.0%
2.0%
-
Rank within category
13
20
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

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    REC Ltd.FinancialDebenture5.8%
    ICICI Bank Ltd.FinancialEquity3.0%
    Tata Sons Ltd.FinancialPvt. Placed Debts2.9%
    Can Fin Homes Ltd.FinancialDebenture2.7%
    HDFC Bank Ltd.FinancialEquity2.4%
    GOISovereignGOI Sec2.3%
    See All

    Fund Managers

    addSanjay Shah
    Education
    Mr. Shah is a Chartered Accountant and PGDM.
    Experience
    Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
    Funds Managed
    addKapil Punjabi
    Education
    Mr. Kapil Punjabi is MMS from Mumbai University.
    Experience
    Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
    Funds Managed

    HSBC Regular Savings Fund Growth Details

    HSBC Regular Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 24 Feb 2004. Sanjay Shah, Aditya Khemani is the Current Fund Manager of HSBC Regular Savings Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹85 Cr and the Latest NAV as of 13 Jul 2020 is ₹39.60.

    The HSBC Regular Savings Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The primary objective is to seek generation of reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the Scheme is to invest in equity and equity related instruments to seek capital appreciation.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    27 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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