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  • HSBC Equity Savings fund (RIDCW-Q)

Formerly L&T Equity Savings Qt IDCW-R

HSBC Mutual Funds

HSBC Equity Savings fund (RIDCW-Q)

HybridEquity Savings

16.7379

NAV (Jun 21)

12%
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Good

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

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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

16.7379

NAV (Jun 21)

Fund Returns

Last 1Y
25%
Last 3Y
13.4%
Last 5Y
12.4%
Last 10Y
9.6%
Since Inception
9.5%
6 Month CAGR
15.2%

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
1.51
Launched (13y ago)
Oct 18, 2011
AUM in Crores
292.112
ISIN
INF917K01999
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.6
Standard Deviation (5yr)
8.7
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.241
Sharpe Ratio (5yr)
0.597
YTM
0
Fund Managers

Cheenu Gupta

Fund Manager

Hitesh Gondhia

Fund Manager

Kapil Punjabi

Fund Manager

Mahesh Chhabria

Fund Manager

Praveen Ayathan

Fund Manager

Sonal Gupta

Fund Manager

Abhishek Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Equity Savings fund (RIDCW-Q)70%9,84,571 2,51,95912%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-21

Top Stock Holdings

cash offset for derivatives

29.9%
29.9%

bharat electronics ltd

7.6%
7.6%

future on bharat electronics ltd

7.6%
7.6%

5.22% govt stock 2025

5.2%
5.2%

future on hdfc bank ltd

4.6%
4.6%
See all holdings

Allocation by Sector

industrials

29.6%
29.6%

basic materials

9.9%
9.9%

consumer cyclical

8.2%
8.2%

financial services

7.7%
7.7%

technology

5.1%
5.1%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 3,375 cr

₹ 3,214 cr

₹ 848 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,132 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.2%

23.4%

5.5%

5.9%

28.4%

17.8%

22%

16.4%

4.9%

5.2%

HSBC Equity Savings fund (RIDCW-Q) Review

HSBC Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.1% over a period of 12 years. The fund was previously known as L&T Equity Savings Qt IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Abhishek Gupta, Cheenu Gupta, Hitesh Gondhia, Kapil Punjabi, Mahesh Chhabria, Praveen Ayathan, Sonal Gupta.

Nav of HSBC Equity Savings fund (RIDCW-Q) as of 6/21/2024 is ₹16.74 with the total AUM as of 6/24/2024 is ₹292.112. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Equity Savings fund (RIDCW-Q) was launched on Oct 18, 2011. The category risk of the fund is Moderately High risk.

The minimum SIP amount for HSBC Equity Savings fund (RIDCW-Q) 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 Equity Savings fund (RIDCW-Q)?

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

How to invest in HSBC Equity Savings fund (RIDCW-Q)?

You can invest in HSBC Equity Savings fund (RIDCW-Q) 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 (RIDCW-Q)?

The minimum sip amount for HSBC Equity Savings fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Equity Savings fund (RIDCW-Q) good to invest in?

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

The expense ratio of the HSBC Equity Savings fund (RIDCW-Q) is 1.51% for regular plan.