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  • HSBC Equity Savings fund (Growth)

Formerly L&T Equity Savings Gr

HSBC Mutual Funds

HSBC Equity Savings fund (Growth)

HybridEquity Savings

23.5845

NAV (Nov 30)

6.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is 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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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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

23.5845

NAV (Nov 30)

Fund Returns

Last 1Y

3.6%

Last 3Y

9.8%

Last 5Y

6.6%

Last 10Y

8%

Since Inception

8%

6 Month CAGR

4.4%

Scheme Information

Investment Objective

To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

1.58

Launched (11y ago)

Oct 18, 2011

AUM in Crores

180.467

ISIN

INF917K01AA5

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

10.2

Standard Deviation (5yr)

8.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.571

Sharpe Ratio (5yr)

0.225

YTM

0

Fund Managers

Jalpan Shah

Fund Manager

Praveen Ayathan

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

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 2022-11-30

Top Stock Holdings

cash offset for derivatives

40.9%
40.9%

6.18% govt stock 2024

11.2%
11.2%

5.22% govt stock 2025

10.8%
10.8%

future on united spirits ltd

5.7%
5.7%

united spirits ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

19.9%
19.9%

consumer cyclical

12.9%
12.9%

basic materials

12.1%
12.1%

consumer defensive

7.3%
7.3%

technology

5.1%
5.1%
See all sectors

Compare HSBC Equity Savings fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

₹ 2,759 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

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

    5.9%

    7.3%

    4%

    5.7%

    6.6%

    8.5%

    5.3%

    6.2%

    3.8%

    5%

    HSBC Equity Savings fund (G) Review

    HSBC Equity Savings fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8% over a period of 11 years. The fund was previously known as L&T Equity Savings Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Jalpan Shah, Praveen Ayathan, Venugopal Manghat.

    Nav of HSBC Equity Savings fund (G) as of 11/30/2022 is ₹23.58 with the total AUM as of 12/1/2022 is ₹180.467. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Equity Savings fund (G) was launched on Oct 18, 2011. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for HSBC Equity Savings fund (G) is ₹0 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 Equity Savings fund (G)?

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

    How to invest in HSBC Equity Savings fund (G)?

    You can invest in HSBC Equity 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 Equity Savings fund (G)?

    The minimum sip amount for HSBC Equity Savings fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is HSBC Equity Savings fund (G) good to invest in?

    As per Scripbox experts, HSBC Equity Savings fund (G) is a Neutral fund. You can investHSBC Equity 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 Equity Savings fund (G)?

    The expense ratio of the HSBC Equity Savings fund (G) is 1.58% for regular plan.