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  • HSBC Mutual Funds
  • HSBC Savings Fund (Growth)

Formerly HSBC Monthly Income Plan Growth

HSBC Mutual Funds

HSBC Savings Fund (Growth)

HybridConservative Hybrid

44.2529

NAV (Jun 24)

4.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

92 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Scripbox Recommended Equity Funds

Want the floating rate funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

44.2529

NAV (Jun 24)

Fund Returns

Last 1Y

0.5%

Last 3Y

6%

Last 5Y

4.9%

Last 10Y

8%

Since Inception

8.4%

6 Month CAGR

-3.8%

Scheme Information

Investment Objective

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

2.19

Launched (18y ago)

Jan 28, 2004

AUM in Crores

91.022

ISIN

INF336L01099

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Kapil Punjabi

Fund Manager

Gautam Bhupal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-24

Top Stock Holdings

5.63% govt stock 2026

35.6%
35.6%

treps

10%
10%

6.79% govt stock 2027

7.6%
7.6%

5.22% govt stock 2025

7.4%
7.4%

reverse repos

6.1%
6.1%
See all holdings

Allocation by Sector

financial services

7.5%
7.5%

technology

3.3%
3.3%

industrials

3%
3%

consumer cyclical

1.9%
1.9%

basic materials

1.8%
1.8%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 14,163 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.8%

    3.6%

    3.6%

    12%

    %

    -

    18.9%

    -

    -16.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HSBC Savings Fund (G) Review

    HSBC Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.4% 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 6/24/2022 is ₹44.25 with the total AUM as of 6/27/2022 is ₹91.022. 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)?

    HSBC Savings Fund (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 2.19% for regular plan.