scripbox logo
  • Mutual Funds
  • HSBC Asset Management(India)Private Ltd
  • HSBC Savings Fund (Growth)

Formerly HSBC Monthly Income Plan Growth

HSBC Savings Fund (Growth)

HSBC Savings Fund (Growth)

HybridConservative Hybrid

42.6156

NAV (Apr 20)

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

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

Relative Size

84 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

2.28 %

Expense Ratio

Jan 28, 2004

Launched (17y ago)

₹ 84

AUM in Crores

INF336L01099

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Gautam Bhupal

Fund Manager

user-avatar

Kapil Punjabi

Fund Manager

calculator

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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 10,795 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

  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • HSBC Cash Fund Unclaimed Redemption Below 3 years (G)

    HSBC Cash Fund Unclaimed Redemption Below 3 years (G)

    Liquid

    Top Ranked

    ₹ 4,000 Cr

    Fund Size

    5.3%

    3Y returns

    HSBC Cash Fund (G)

    HSBC Cash Fund (G)

    Liquid

    Top Ranked

    ₹ 4,000 Cr

    Fund Size

    5.6%

    3Y returns

    HSBC Cash Fund (G)

    HSBC Cash Fund (G)

    Liquid

    Top Ranked

    ₹ 4,000 Cr

    Fund Size

    4.8%

    3Y returns

    HSBC Cash Fund Unclaimed Dividend Above 3 years (G)

    HSBC Cash Fund Unclaimed Dividend Above 3 years (G)

    Liquid

    Top Ranked

    ₹ 4,000 Cr

    Fund Size

    N/A

    3Y returns

    HSBC Cash Fund Unclaimed Dividend Below 3 years (G)

    HSBC Cash Fund Unclaimed Dividend Below 3 years (G)

    Liquid

    Top Ranked

    ₹ 4,000 Cr

    Fund Size

    5.3%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About HSBC Savings Fund (G)

    About HSBC Savings Fund (G)

    HSBC Savings Fund (G) is a conservative hybrid hybrid fund and has delivered an annualised return of 8.8% over a period of 17 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

    HSBC Savings Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    HSBC Savings Fund (G) NAV,AUM,Risk

    The HSBC Savings Fund (G) fund was launched on Jan 28, 2004. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-04-20 is ₹ 42.6156. The total AUM (Asset Under Management) of the fund as of 2021-04-21 is ₹ 83.405. The category risk of the HSBC Savings Fund (G) fund is Moderately High risk. The fund charges 2.28 % as expense ratio.

    HSBC Savings Fund (G) Holdings

    The fund’s highest allocation is towards debt and has invested 59.7% in this asset class. The top three holdings of the fund are 7.27% govt stock 2026,8.15% govt stock 2026 and 08.19% rj sdl spl 2026

    HSBC Savings Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HSBC Savings Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to

    HSBC Savings Fund (G) Review

    HSBC Savings Fund (G) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Savings Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator