Overview ( as on 20/12/24 )

NAV
₹33.92
Last change
₹-0.3 -0.01%
Fund Size (AUM)
583.31 Cr
Performance
13.7% (5Y)

Fund Details

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HSBC Equity Savings Growth
as of 20/12/24
AUM

583.31 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 24.63% 14.24% 13.7%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

Transformers & Rectifiers (India) Ltd

4.14%

HDFC Bank Ltd

3.51%

City Union Bank Ltd

3.49%

Trent Ltd

3.26%

Zomato Ltd

3.12%

State Bank of India

2.84%

7.38% Govt Stock 2027

2.7%

7.04% Govt Stock 2029

2.69%

Kaynes Technology India Ltd

2.67%

5.22% Govt Stock 2025

2.61%

Sector Allocation

Financial

33.93%

Industrials

32.39%

Consumer Cyclical

10.62%

Technology

5.18%

Real Estate

4.94%

Healthcare

4.68%

Energy

4.08%

Basic Materials

2.94%

Utilities Services

1.22%

Consumer Defensive

0.02%

Asset Allocation

  • 42%

    Others
  • 40%

    Equity
  • 18%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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