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HSBC Equity Savings Gr
Hybrid equity savings
Overview ( as on 30/05/25 )
NAV
₹32.43
Last change
₹0.02 +0.0%
Fund Size (AUM)
648.51 Cr
Performance
15.16% (5Y)
Fund Details
HSBC Equity Savings Gr
as of 30/05/25
AUM
648.51 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 Gr | 7.57% | 12.85% | 15.16% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Axis Bank Ltd |
3.69% |
State Bank of India |
3.52% |
Eternal Ltd |
3.41% |
ICICI Bank Ltd |
3.27% |
Jio Financial Services Ltd |
3.19% |
Trent Ltd |
3.05% |
7.06% Govt Stock 2028 |
3.02% |
LIC Housing Finance Ltd |
3.01% |
Reliance Industries Ltd |
2.88% |
Kotak Mahindra Bank Ltd |
2.75% |
Sector Allocation
Financial |
45.85% |
Consumer Cyclical |
16.51% |
Industrials |
9.94% |
Healthcare |
7.62% |
Consumer Defensive |
4.76% |
Energy |
4.0% |
Technology |
3.84% |
Utilities Services |
2.89% |
Communication Services |
2.71% |
Basic Materials |
1.82% |
Asset Allocation
-
72%
Equity
-
20%
Debt
-
8%
Others
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
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HSBC Equity Savings Gr
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Returns
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15.16% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
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Returns
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14.77% (5Y)
-
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Returns
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14.71% (5Y)
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Returns
-
14.62% (5Y)
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