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HSBC Regular Savings Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
11.07%
3Y annualised
-0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹50.13
Min. SIP amount₹500
Rating3
Fund size₹88.64Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.2%11.1%8.3%9.2%
Category average14.2%7.4%7.4%NA
Rank with in category19616NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec31.7%
GOI
SovereignGOI Sec15.1%
GOI
SovereignGOI Sec8.1%
GOI
SovereignGOI Sec6.6%
Rajasthan State
OthersSDL4.2%
TechnologyEquity2.7%
FinancialEquity2.3%
GOI
SovereignGOI Sec2.2%
FinancialEquity2.0%
FinancialEquity1.3%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.81 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y
Exit load is zero
Lower expense ratio: 0.75%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 88Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 4.74%

Expense ratio, exit load and tax

Expense ratio: 0.75%

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

Fund house & investment objective

Fund house contact details

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