
HSBC Equity Savings Fund(G)-Direct Plan
+11.00%
5Y annualised
+11.00%
5Y annualised
-0.04% 1D
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Buy, Hold or Sell?
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NAV : 21 Sep 2026
₹41.15
Min. SIP amount
₹500
Fund size (AUM)
1475 Cr
Expense ratio
0.66%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 21 Sep 2026
₹41.15
Min. SIP amount
₹500
Fund size (AUM)
1475 Cr
Expense ratio
0.66%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
48.66%
Mid Cap
21.92%
Small Cap
5.58%
Others
23.84%
Sector Allocation
Bank
26.04%
Government Securities
9.37%
Finance
6.82%
Capital Goods
6.43%
Corporate Debt
4.60%
Automobile & Ancillaries
4.14%
It
4.11%
Domestic Equities
3.97%
Others
33.23%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 0.50% for remaining units on or before 1M, Nil after 1M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Cheenu Gupta
Present
Mahesh Chhabria
Present
Mohd Asif Rizwi
Present
Praveen Ayathan
Present
Similar/Peer Fund Comparison
Edelweiss Equity Savings Fund(G)-Direct Plan
HSBC Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
Baroda BNP Paribas Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
FAQs
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