- Mutual Funds
- HSBC Mutual Funds
- HSBC Savings Fund (Growth)
Formerly HSBC Monthly Income Plan Growth
HSBC Savings Fund (Growth)
₹ 44.2529
NAV (Jun 24)
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.
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
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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
₹ 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
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
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
35.6%treps
10%6.79% govt stock 2027
7.6%5.22% govt stock 2025
7.4%reverse repos
6.1%Allocation by Sector
financial services
7.5%technology
3.3%industrials
3%consumer cyclical
1.9%basic materials
1.8%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 2.8% | ||
3.6% | 3.6% | ||
12% | % | ||
- | 18.9% | ||
- | -16.1% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHSBC 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)?
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.