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HSBC Equity Savings Growth
Hybrid equity savings
Overview ( as on 16/04/24 )
NAV
₹29.22
Last change
₹0.02 +0.0%
Fund Size (AUM)
230.16 Cr
Performance
10.32% (5Y)
Fund Details
HSBC Equity Savings Growth
as of 16/04/24
AUM
230.16 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 | 22.43% | 12.34% | 10.32% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharat Electronics Ltd |
6.54% |
5.22% Govt Stock 2025 |
6.48% |
United Spirits Ltd |
5.62% |
HDFC Bank Ltd |
5.57% |
Larsen & Toubro Ltd |
5.4% |
6.18% Govt Stock 2024 |
4.43% |
7.06% Govt Stock 2028 |
4.04% |
Canara Bank |
3.28% |
Medi Assist Healthcare Services Ltd |
3.15% |
Ambuja Cements Ltd |
3.11% |
Sector Allocation
Industrials |
35.99% |
Consumer Cyclical |
13.02% |
Financial |
11.87% |
Technology |
11.45% |
Basic Materials |
9.78% |
Consumer Defensive |
7.72% |
Healthcare |
5.82% |
Real Estate |
2.67% |
Energy |
0.61% |
Communication Services |
0.57% |
Asset Allocation
-
73%
Equity
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19%
Debt
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8%
Others
Risk and Return Category
Risk v/s Category
-
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
-
High
Related Funds
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Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
11.63% (5Y)
-
-
HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
10.32% (5Y)
-
-
HDFC Equity Savings Gr
Hybrid equity savings-
Returns
-
10.2% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
10.51% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
10.06% (5Y)
-
-
UTI Equity Savings Reg IDCW-P
Hybrid equity savings-
Returns
-
10.14% (5Y)
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