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HSBC Regular Savings Fund Growth

Hybrid
Conservative Hybrid
Moderately High Risk
11.74%
1Y return
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹44.41
Min. SIP Amount₹500
Rating3star
Fund Size₹83.66 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.7%8.1%7.0%8.9%
Category average14.2%7.4%7.4%NA
Rank with in category231119NA
Understand termsinfo

Holdings (38)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec25.9%
GOI
SovereignCGL9.2%
Rajasthan State
OthersSDL9.0%
GOI
SovereignGOI Sec8.6%
GOI
SovereignGOI Sec7.3%
Infosys Ltd.TechnologyEquity2.6%
ICICI Bank Ltd.FinancialEquity2.6%
GOI
SovereignGOI Sec2.4%
HDFC Bank Ltd.FinancialEquity2.2%
Bajaj Finance Ltd.FinancialEquity1.5%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.27%
  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.27%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo

Minimum investment amounts

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

Fund management

Sanjay Shah
Aug 2009 - Present
View Details
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Kapil Punjabi
Feb 2019 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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