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₹14.27
(-0.04%)
Current NAV 12-03-2025
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0.51%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 12-Mar-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.77% | 0.087% | 1.89% |
| 1M | -2.54% | -0.661% | -2.42% |
| 3M | -12.04% | -3.1% | -8.48% |
| 6M | -9.89% | 2.481% | -9.35% |
| 1Y | 0.51% | 10.472% | 2% |
| 2Y | 5.74% | 12.186% | 14.99% |
| 3Y | 2.86% | 8.692% | 11.92% |
| 5Y | 6.78% | 9.832% | 17.94% |
| ALL | 3.39% | 7.967% | 13.62% |
Check out what are trailling and rolling returns of this fund ?
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 7.54% | 0.46% | 0% | 0% |
| Category | 5.04% | 0.37% | 0.37% | 0.37% |
Riskometer
Investors understand that their principal will be at Moderately High risk
Comparison Of HSBC Equity Savings Fund - Regular Monthly IDCW
Compare your fund with the top category schemes.
HSBC Small Cap Fund Regular Growth
3Y Returns16.32% (p.a.)
Franklin India Smaller Companies Fund-Growth
3Y Returns19.53% (p.a.)
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns10.29% (p.a.)
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns9.84% (p.a.)
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.15% (p.a.)
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.16% (p.a.)
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0% (p.a.)
Kotak Money Market Scheme - (Growth)
3Y Returns6.83% (p.a.)
SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity69.69% Debt19.91% Others10.40%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 36%
Industrials 12%
Consumer Cyclical 10%
Technology 6%
Energy 2%
Top 5 Companies of Equity
BSE Ltd 4%
IndusInd Bank Ltd 4%
State Bank of India 3%
Transformers & Rectifiers (India) Ltd 3%
Zomato Ltd 3%
Debt Market Cap
Top 5 Sectors of Debt
20%
Top 5 Companies of Debt
7.06% Govt Stock 2028 3%
7.32% Govt Stock 2030 2%
7.04% Govt Stock 2029 2%
7.38% Govt Stock 2027 2%
5.22% Govt Stock 2025 2%
Others Market Cap
Top 5 Sectors of Others
10%
Top 5 Companies of Others
Treps 5%
LIC Housing Finance Ltd 3%
HDFC Bank Limited 2%
Axis Bank Limited 1%
Net Current Assets (Including Cash & Bank Balances) -1%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From HSBC Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| HSBC Global Emerging Markets Fund - Growth | 1.14% | 4.82% | 9.12% | 14.92% | 7.63% | |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | 1.35% | 0.5% | 6.55% | 13.22% | 9.24% | |
| HSBC ELSS Tax saver Fund - Regular Growth | -3.09% | -16.98% | -15.05% | 8.86% | 20.66% | |
| HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - Growth | 0.59% | 1.68% | 3.6% | 8.06% | 0% | |
| HSBC Conservative Hybrid Fund - Regular Growth | -0.65% | -5.07% | -2.73% | 8.04% | 8.8% | |
| HSBC Equity Savings Fund - Regular Growth | -1.89% | -10.36% | -6.49% | 7.91% | 13.13% | |
| HSBC Medium Duration Fund - Regular Growth | 0.53% | 1.74% | 3.54% | 7.72% | 6.23% | |
| HSBC Dynamic Bond Fund - Regular Growth | 0.47% | 1.29% | 2.83% | 7.56% | 5.6% | |
| HSBC Short Duration Fund - Regular Growth | 0.46% | 1.54% | 3.41% | 7.4% | 5.82% | |
| HSBC Corporate Bond Fund - Regular Growth | 0.31% | 1.36% | 3.34% | 7.33% | 6.18% | |
| HSBC Money Market Fund - Regular Growth | 0.51% | 1.67% | 3.51% | 7.32% | 5.37% | |
| HSBC Consumption Fund - Regular (G) | -5.06% | -17.42% | -17.34% | 7.32% | 0% |
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Chat with usFrequently Asked Questions
What is the current NAV of HSBC Equity Savings Fund - Regular Monthly IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HSBC Equity Savings Fund - Regular Monthly IDCW as of 12-03-2025 is 14.2661.
What is the benchmark of HSBC Equity Savings Fund - Regular Monthly IDCW?
HSBC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is HSBC Equity Savings Fund - Regular Monthly IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of HSBC Equity Savings Fund - Regular Monthly IDCW?
The fund's top 5 sectors holdings are Financial Services, Industrials, Consumer Cyclical, Technology, Energy, ,
How can I redeem my investments in HSBC Equity Savings Fund - Regular Monthly IDCW?
Redeeming your investments in HSBC Equity Savings Fund - Regular Monthly IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Mahesh A Chhabria, Kapil Punjabi, Praveen Ayathan, Cheenu Gupta, Abhishek Gupta, Sonal Gupta, Hitesh Gondhia, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of HSBC Equity Savings Fund - Regular Monthly IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of HSBC Equity Savings Fund - Regular Monthly IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of HSBC Equity Savings Fund - Regular Monthly IDCW is Rs 548.49 Crs. Crs.
Should I invest in HSBC Equity Savings Fund - Regular Monthly IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in HSBC Equity Savings Fund - Regular Monthly IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
