HSBC Regular Savings Fund Dividend Monthly+0.07%

2Groww
5.67%
1 Year Return
Hybrid
Conservative
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Regular Savings Fund Dividend Monthly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.20%
NAV12.1 (19 Aug 2019)
Fund Started24 Feb 2004
Fund Size109 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Regular Savings Fund Dividend Monthly
5.7%
5.3%
7.2%
8.9%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
9
23
22
-
*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 5.7% annual returns

    Comparison

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

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    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
    addAditya Khemani
    Education
    Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
    Experience
    Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India 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 Dividend Monthly is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 24 Feb 2004. Sanjay Shah, Aditya Khemani is the Current Fund Manager of HSBC Regular Savings Fund Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹109 Cr and the Latest NAV as of 19 Aug 2019 is ₹12.1.

    The HSBC Regular Savings Fund Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is 1000. 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)

    Not Supported
    Min for First Investment
    Not Supported
    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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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