- Mutual Funds
- HSBC Mutual Fund
- HSBC Equity Savings Fund (IDCW-Q)
HSBC Equity Savings Fund (IDCW-Q)
₹ 16.8012
NAV (Sep 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.8012
NAV (Sep 6)
Fund Returns
Last 1Y | 24% |
Last 3Y | 12.4% |
Last 5Y | 13.7% |
Last 10Y | 9.5% |
Since Inception | 9.5% |
6 Month CAGR | 12.6% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.51 |
Launched (0y ago) | 1.51 |
AUM in Crores | 406.5 |
ISIN | INF917K01999 |
Lock-in | |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 5.1 |
Beta | 0.7 |
Sharpe Ratio | 1.4 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Equity Savings Fund (IDCW-Q) | 10,28,613 | 2,96,001 | 13.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
Others
33.3%Bharat Electronics Ltd.
6.8%Others
4.6%Polycab India Ltd.
4.5%Steel Authority Of India Ltd.
4.2%Allocation by Sector
Capital Goods
18.287076%Services
6.24081%Construction
4.358723%Financial
4.017239%Technology
2.829576%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.509% | 17.825% | ||
28.716% | 22.758% | ||
5.688% | 5.941% | ||
5.398% | 6.951% | ||
4.065% | 6.551% |
HSBC Equity Savings Fund (IDCW-Q) Review
HSBC Equity Savings Fund (IDCW-Q) is a Hybrid Hybrid fund and has delivered an annualised return of 9.52% over a period of 12 years. The fund is managed by HSBC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object].
Nav of HSBC Equity Savings Fund (IDCW-Q) as of 9/6/2024 is ₹16.80 with the total AUM as of 9/7/2024 is ₹406.538424. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Equity Savings Fund (IDCW-Q) was launched on 2011-10-18. The category risk of the fund is Average.
The minimum SIP amount for HSBC Equity Savings Fund (IDCW-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 (IDCW-Q)?
How to invest in HSBC Equity Savings Fund (IDCW-Q)?
You can invest in HSBC Equity Savings Fund (IDCW-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 (IDCW-Q)?
The minimum sip amount for HSBC Equity Savings Fund (IDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Equity Savings Fund (IDCW-Q) good to invest in?
As per Scripbox experts, HSBC Equity Savings Fund (IDCW-Q) is a 3 fund. You can investHSBC Equity Savings Fund (IDCW-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 (IDCW-Q)?
The expense ratio of the HSBC Equity Savings Fund (IDCW-Q) is 1.51% for regular plan.