HSBC Regular Savings Fund Direct Growth+0.96%

2Groww
8.63%
1 Year Return
Hybrid
Conservative
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Regular Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.63%
NAV38.99 (20 Sep 2019)
Fund Started11 Jan 2013
Fund Size107 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Regular Savings Fund Direct Growth
8.6%
5.8%
7.3%
8.3%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
10
26
23
-
*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
    30
    with 8.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyDebenture10.0%
    GOISovereignGOI Sec9.7%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture8.3%
    GOISovereignGOI Sec7.6%
    GOISovereignGOI Sec5.5%
    GOISovereignGOI Sec4.8%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture4.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.0%
    ICICI Bank Ltd.FinancialEquity3.2%
    GOISovereignGOI Sec2.9%
    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

    Other Details

    HSBC Regular Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 11 Jan 2013. Sanjay Shah, Aditya Khemani is the Current Fund Manager of HSBC Regular Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹107 Cr and the Latest NAV as of 20 Sep 2019 is ₹38.99.

    The HSBC Regular Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. 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)

    ₹10000
    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
    26 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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