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HSBC Equity Savings Growth
Hybrid equity savings
Overview ( as on 26/07/24 )
NAV
₹32.07
Last change
₹0.17 +0.01%
Fund Size (AUM)
344.15 Cr
Performance
13.09% (5Y)
Fund Details
HSBC Equity Savings Growth
as of 26/07/24
AUM
344.15 Cr
Expense Ratio
1.51 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF917K01AA5
Fund Manager
Cheenu Gupta
Exit Load
0.5% if redeemed within 0-1 months
0% if redeemed after 1 months
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | 25.03% | 13.12% | 13.09% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharat Electronics Ltd |
7.75% |
Polycab India Ltd |
5.21% |
5.22% Govt Stock 2025 |
4.3% |
Steel Authority Of India Ltd |
3.59% |
Rural Electrification Corporation Limited |
3.19% |
United Spirits Ltd |
3.12% |
Larsen & Toubro Ltd |
2.99% |
7.38% Govt Stock 2027 |
2.94% |
6.18% Govt Stock 2024 |
2.93% |
National Housing Bank |
2.92% |
Sector Allocation
Industrials |
47.81% |
Financial |
14.09% |
Consumer Cyclical |
10.78% |
Basic Materials |
9.07% |
Consumer Defensive |
5.72% |
Technology |
5.29% |
Real Estate |
4.67% |
Healthcare |
1.72% |
Energy |
0.44% |
Utilities Services |
0.41% |
Asset Allocation
-
40%
Others
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39%
Equity
-
20%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
Related Funds
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HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
13.09% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
12.85% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
12.72% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
11.9% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
11.65% (5Y)
-
-
Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
12.96% (5Y)
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