Item: HSBC Equity Savings Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Equity Savings Growth

36.780 (-0.092%)

NAV on August 07, 2026

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 1,127 cr

Turnover Ratio 124.18%

Expense Ratio 1.29%

Exit Load 0.50%if redeemed within
1 Months0.00%if redeemed after 1 Months

Returns

1M: Positive return: 0.29%
1Y: Positive return: 9.87%
3M: Positive return: 2.88%
3Y: Positive return: 12.98%
6M: Positive return: 6.57%
5Y: Positive return: 10.60%

Min Investment 5,000

ADDITIONAL INFO

Fund Manager Mahesh Chhabria (Since about 3 years) Praveen Ayathan (Since almost 3 years) Cheenu Gupta (Since about 5 years) Mohd Asif Rizwi (Since over 1 year) Mayank Chaturvedi (Since 10 months)

ISIN INF917K01AA5

Fund Family HSBC

P/E Ratio 23.27

P/B Ratio 2.74

Launch Date October 18, 2011

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 2.19 years

Yield To Maturity (%) 6.33%

SECTOR WEIGHTINGS (%)

Financial 50.73%

Industrial 12.58%

Technology 0.18%

Basic Materials 7.26%

Consumer Cyclical 12.51%

Utilities Services 0.0%

Healthcare Services 7.45%

Energy Services 3.30%

Communication Services 2.84%

Consumer Defensive 2.93%

Real Estate 0.23%

Top Rated
Top Performing

Top Equity Savings Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
HSBC Equity Savings Direct Plan Growth Plan	₹ 41.169	10.81%	₹ 1,127 cr	0.57%	High
Edelweiss Equity Savings Fund Direct Growth	₹ 30.395	9.08%	₹ 1,444 cr	1.17%	Average
Kotak Equity Savings Fund Direct Growth	₹ 30.837	7.94%	₹ 10,223 cr	0.67%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	₹ 77.219	5.30%	₹ 5,640 cr	1.21%	Average

Best Equity Savings Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
HSBC Equity Savings Direct Plan Growth Plan	₹ 41.169	10.81%	₹ 1,127 cr	0.57%	High
Edelweiss Equity Savings Fund Direct Growth	₹ 30.395	9.08%	₹ 1,444 cr	1.17%	Average
Kotak Equity Savings Fund Direct Growth	₹ 30.837	7.94%	₹ 10,223 cr	0.67%	Above Average

Other plans of HSBC Equity Savings Fund

HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Quarterly Payout of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Monthly Payout of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Direct Plan Monthly Reinvestment of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Monthly Reinvestment of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Direct Plan Monthly Payout of Income Distribution cum Cap Wrdl

Equity Savings
HSBC Equity Savings Direct Plan Growth Plan

Equity Savings

Other Balanced funds by HSBC

HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Multi Asset Active FOF Growth Direct

Fund of Funds
HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation
HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Income Plus Arbitrage Active FOF Direct Growth

Fund of Funds
HSBC Aggressive Hybrid Active FOF Direct Growth

Fund of Funds

HSBC Equity Savings Growth

previously known as L&T Equity Savings Gr until November 25, 2022

ADDITIONAL INFO

Asset Allocation

EQUITY DISTRIBUTION

CREDIT QUALITY (%)

SECTOR WEIGHTINGS (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

Top Equity Savings Funds

Best Equity Savings Funds

Other plans of HSBC Equity Savings Fund

Other Balanced funds by HSBC