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HSBC Equity Savings Fund(G)-Direct Plan

HSBC Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+11.57%

5Y annualised

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Buy, Hold or Sell?

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NAV : 28 Aug 2026

₹41.36

Min. SIP amount

₹500

Fund size (AUM)

1324 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

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,58,288

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank9.68%
Trent LimitedRetailing4.82%
Multi Commodity Exchange Of India LimitedFinance4.07%

Fund Composition

1324 Cr

Large Cap

53.13%

Mid Cap

19.41%

Small Cap

5.06%

Others

22.40%

Sector Allocation

1324 Cr

Bank

24.52%

Finance

9.75%

Government Securities

9.34%

Retailing

7.63%

Capital Goods

6.44%

Corporate Debt

5.93%

Domestic Equities

4.76%

Automobile & Ancillaries

3.97%

Others

24.43%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

CG

Cheenu Gupta

Present

MC

Mahesh Chhabria

Present

MA

Mohd Asif Rizwi

Present

PA

Praveen Ayathan

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.79%
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.82%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+10.23%
C

Capitalmind Flexi Cap Fund(G)-Direct Plan

+0.00%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+10.58%
B

Baroda BNP Paribas Equity Savings Fund(G)-Direct Plan

+10.18%
A

Axis Equity Savings Fund(G)-Direct Plan

+10.22%

FAQs

HSBC Equity Savings Fund(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Cheenu Gupta, Mahesh Chhabria, Mohd Asif Rizwi and Praveen Ayathan. It is a Hybrid type of fund.

The current NAV of HSBC Equity Savings Fund(G)-Direct Plan is ₹41.36 (as of 28 Aug 2026).

HSBC Equity Savings Fund(G)-Direct Plan has delivered 10.41% in 1 year, 13.79% in 3 years, and 11.57% in 5 years (annualised).

The minimum SIP amount for HSBC Equity Savings Fund(G)-Direct Plan is ₹500.

The expense ratio of HSBC Equity Savings Fund(G)-Direct Plan is 0.66%.

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