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HSBC Regular Savings Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
7.67%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Jul 2022₹48.30
Min. SIP amount₹500
Rating3
Fund size₹91.58Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.3%7.7%6.3%8.3%
Category average14.2%7.4%7.4%NA
Rank with in category241518NA
Understand terms

Holdings (40)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec19.5%
GOI
SovereignGOI Sec17.1%
GOI
SovereignGOI Sec7.4%
GOI
SovereignGOI Sec7.2%
GOI
SovereignGOI Sec5.1%
GOI
SovereignGOI Sec4.1%
Rajasthan State
OthersSDL3.8%
HDFC Bank Ltd.FinancialEquity2.2%
GOISovereignGOI Sec2.1%
ICICI Bank Ltd.FinancialEquity2.1%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

3Y annualised returns higher than category average by 0.27%
Lower AUM: 91Cr. Funds with lower AUM tend to have higher expense ratio
Higher alpha: 1.37 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y
1Y and 5Y annualised returns lower than category average
Exit load is zero
Higher expense ratio: 0.91%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Nil

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 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

Kapil Punjabi
Feb 2019 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
Amc Image
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

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FAQs

How to Invest in HSBC Regular Savings Fund Direct Growth?

You can easily invest in HSBC Regular Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HSBC Regular Savings Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HSBC Regular Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Regular Savings Fund Direct Growth provide?

The HSBC Regular Savings Fund Direct Growth has been there from 11 Jan 2013 and the average annual returns provided by this fund is 2.25% since its inception.

How much expense ratio is charged by HSBC Regular Savings Fund Direct Growth?

The term Expense Ratio used for HSBC Regular Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HSBC Regular Savings Fund Direct Growth is 0.91% as of 03 Jul 2022...

What is the AUM of HSBC Regular Savings Fund Direct Growth?

The AUM, short for Assets Under Management of HSBC Regular Savings Fund Direct Growth is ₹91.58Cr as of 03 Jul 2022.

How to Redeem HSBC Regular Savings Fund Direct Growth?

If you want to sell your HSBC Regular Savings Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Regular Savings Fund Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Regular Savings Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Regular Savings Fund Direct Growth?

The NAV of HSBC Regular Savings Fund Direct Growth is ₹48.30 as of 01 Jul 2022.

What is the PE and PB ratio of HSBC Regular Savings Fund Direct Growth?

The PE ratio ratio of HSBC Regular Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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