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HSBC Savings Fund (Growth)

Formerly HSBC Monthly Income Plan Growth
Returns (5yrs)
6.11 %
Latest NAV
39.89

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Inflation Beating Returns
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Fund Information

as on 7th of August, 08:54 AM

HSBC Asset Management(India)Private Ltd

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.

Fund Managers

  • profile-pic
    Gautam Bhupal
    profile-pic
    Kapil Punjabi
  • expense-ratio
    Expense Ratio
    2.27
    benchmark
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
  • Aum image
    AUM
    ₹ 85.25 Crores
    ISIN
    ISIN
    INF336L01099
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of August, 08:54 AM

Top Holding

6.79% Govt Stock 2027
24%
7.72% Gs 2025
17%
Govt Stock
6%
Larsen And Toubro Limited
6%
Rural Electrification Corporation Limited
6%

Top Sectors

Financial Services
8%
Energy
2%
Consumer Defensive
2%
Consumer Cyclical
2%
Technology
2%

Allocation

Debt
73%
Equity
24%
Others
3%

Investment Return Calculator

as on 7th of August, 08:54 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of August, 08:54 AM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

HSBC Regular Savings Fund Growth is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.11% over a period of 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers names are Gautam Bhupal, Kapil Punjabi. 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. The fund charges 2.27000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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