- Mutual Funds
- HSBC Mutual Funds
- HSBC Savings Fund (Growth)
Formerly HSBC Monthly Income Plan Growth
HSBC Savings Fund (Growth)
₹ 46.7289
NAV (Nov 25)
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 46.7289
NAV (Nov 25)
Fund Returns
Last 1Y | 1.1% |
Last 3Y | 6.7% |
Last 5Y | 5.7% |
Last 10Y | 7.9% |
Since Inception | 8.5% |
6 Month CAGR | 5.4% |
Scheme Information
Seeks to generate 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.
Expense Ratio | 2.2 |
Launched (18y ago) | Jan 28, 2004 |
AUM in Crores | 89.192 |
ISIN | INF336L01099 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.9 |
Standard Deviation (5yr) | 5.4 |
Beta (3yr) | 1.28 |
Beta (5yr) | 1.25 |
Sharpe Ratio (3yr) | 0.41 |
Sharpe Ratio (5yr) | 0.117 |
YTM | 7.46 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
5.63% govt stock 2026
29.2%7.1% govt stock 2029
17.1%7.38% govt stock 2027
13.7%7.17% govt stock 2028
6.2%5.74% govt stock 2026
4.3%Allocation by Sector
financial services
8.7%consumer cyclical
3.5%technology
2.6%industrials
2.2%healthcare
2.1%Compare HSBC Savings Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,109 cr | ||
₹ 2,759 cr | ||
₹ 406 cr | ||
₹ 3,307 cr | ||
₹ 761 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 13,279 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,70 debt and 17 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.7% | 8.5% | ||
6% | 7.4% | ||
5.8% | 7% | ||
6% | 7.4% | ||
5.8% | 7% |
HSBC Savings Fund (G) Review
HSBC Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.5% over a period of 18 years. The fund was previously known as HSBC Monthly Income Plan Growth. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Kapil Punjabi.
Nav of HSBC Savings Fund (G) as of 11/25/2022 is ₹46.73 with the total AUM as of 11/26/2022 is ₹89.192. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Savings Fund (G) was launched on Jan 28, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HSBC Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Savings Fund (G)?
How to invest in HSBC Savings Fund (G)?
You can invest in HSBC Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Savings Fund (G)?
The minimum sip amount for HSBC Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Savings Fund (G) good to invest in?
As per Scripbox experts, HSBC Savings Fund (G) is a Top Ranked fund. You can investHSBC Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Savings Fund (G)?
The expense ratio of the HSBC Savings Fund (G) is 2.2% for regular plan.