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HSBC Regular Savings Fund IDCW Monthly

Hybrid
Conservative Hybrid
Moderately High Risk
16.49%
1Y return
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Sep 2021₹13.20
Min. SIP amountNA
Rating3star
Fund size₹86.76 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.5%10.1%7.3%9.1%
Category average14.2%7.4%7.4%NA
Rank with in category141016NA
Understand termsinfo

Holdings (40)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.5%
Maharashtra State
OthersSDL11.5%
Rajasthan State
OthersSDL8.7%
GOI
SovereignGOI Sec8.5%
GOI
SovereignGOI Sec8.4%
GOI
SovereignGOI Sec7.0%
GOI
SovereignGOI Sec6.1%
FinancialEquity2.8%
TechnologyEquity2.8%
FinancialEquity2.3%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.27%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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