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HSBC Equity Savings Gr
Hybrid equity savings
Overview ( as on 28/03/25 )
NAV
₹31.18
Last change
₹0.02 +0.0%
Fund Size (AUM)
619.25 Cr
Performance
15.04% (5Y)
Fund Details
HSBC Equity Savings Gr
as of 28/03/25
AUM
619.25 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 | 9.01% | 10.46% | 15.04% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Kotak Mahindra Bank Ltd |
3.65% |
State Bank of India |
3.61% |
Zomato Ltd |
3.41% |
Axis Bank Ltd |
3.31% |
7.06% Govt Stock 2028 |
3.19% |
LIC Housing Finance Ltd |
3.1% |
Trent Ltd |
2.98% |
Blue Star Ltd |
2.97% |
Jio Financial Services Ltd |
2.91% |
Reliance Industries Ltd |
2.81% |
Sector Allocation
Financial |
44.48% |
Consumer Cyclical |
18.93% |
Industrials |
11.83% |
Technology |
5.29% |
Healthcare |
5.26% |
Energy |
4.13% |
Consumer Defensive |
2.99% |
Utilities Services |
2.71% |
Communication Services |
2.42% |
Basic Materials |
1.91% |
Asset Allocation
-
52%
Others
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28%
Equity
-
20%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
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HSBC Equity Savings Gr
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15.04% (5Y)
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13.66% (5Y)
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UTI Equity Savings Reg Gr
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Returns
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13.66% (5Y)
-
-
UTI Equity Savings Reg IDCW-R
Hybrid equity savings-
Returns
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13.66% (5Y)
-
-
UTI Equity Savings Reg Mn IDCW-P
Hybrid equity savings-
Returns
-
13.66% (5Y)
-
-
UTI Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
13.66% (5Y)
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