HSBC Equity Savings Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY Equity Savings TRI |
| TER: 1.51% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 619.25 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 70% | Exit Load: Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. |
31.1349
-0.05 (-0.1519%)
8.8%
Benchmark: 9.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 7.55 |
| Sharpe Ratio | 0.46 |
| Alpha | 1.77 |
| Beta | 0.92 |
| Yield to Maturity | 7.34 |
| Average Maturity | 1.57 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund - Regular Growth | 01-01-2013 | 8.33 | 14.63 | 10.15 | 15.4 | 8.06 |
| DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 10.25 | 12.73 | 9.45 | 13.9 | - |
| Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 8.86 | 12.28 | 8.82 | 11.55 | 7.03 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 8.78 | 12.87 | 9.69 | 12.02 | 8.47 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | 15-02-2019 | 8.11 | 13.97 | 8.87 | 10.83 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.54%
Others
72.63%
Large Cap
42.92%
Mid Cap
16.67%
