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HSBC Equity Savings Fund-Growth
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 12.61%
Fund Details
NAV 34.6343
Sub-Type Equity Savings
Rating 4
Min. SIP Amount 500.0
Fund Age(Year) 14.34
Fund Size 751.77
Fund Performance
1 Month 1.86%
3 Month -0.54%
6 Month 3.42%
1 Year 12.61%
3 Year 13.63%
5 Year 10.86%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.43% Ret 1Y 9.71% Ret 3Y 9.66% Ret 5Y 7.13%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 8.02% Ret 3Y 10.21% Ret 5Y 8.04%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.49% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.52%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Praveen Ayathan
Education Mr. Praveen is a B.Sc (Mathematics).
Experience Prior to joining HSBC Mutual Fund, he has worked with L&T MF, Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.
Mahesh A Chhabria
Education Mr. Chhabria is a Commerce Graduate and has also pursued FCA and CFA.
Experience Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Hitesh Gondhia
Education Mr. Gondhia has done PGDBM, Finance
Experience Prior to joining HSBC Mutual Fund, he has worked with L&T Investment Management Ltd, Edelweiss Securities Ltd and Karvy Stock Broking Ltd
Kapil Punjabi
Education Mr. Kapil Punjabi is MMS from Mumbai University.
Experience Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
Abhishek Gupta
Education Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Asif Rizwi
Education Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk%
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2011-10-18
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (38.22%) Market Cap Mid Cap 17.89 Small Cap -24.71 Large Cap 45.04 Top Sectors Services 6.12 Consumer Discretionary 5.77 Financial 5.47 Capital Goods 5.34 Communication 4.04 Construction 2.62 Unclassified 2.37 Healthcare 2.06 Consumer Staples 1.98 Automobile 1.61 Technology 0.85 Energy 0 Top Holding Polycab India 0 City Union Bank 1.42 The Federal Bank 0.96 Mahindra & Mahindra 0.04 Trent 0.01 Eternal 0.02 Safari Industries (India) 1.3 JIO Financial -0.01 Titan Company 3.12 LIC Housing Fin. 0 ICICI Bank -0.02 ABB India 0.07 Divi's Laboratories 0.24 Ashok Leyland 1.57 BSE 1.04 Tata Consultancy -0.01 Bharti Airtel 1.69 Billionbrains Garage Ventures 3.07 HDFC Bank -0.01 Hitachi Energy India 1.3 Anthem Biosciences 1.79 Prudent Corporate Advisory Services 0.01 Coforge 0.79 Medi Assist Healthcare Services 0.06 Jyoti CNC Automation 0.01 Axis Bank 0 Cholamandalam Investment and Finance Company 0.02 Aditya Infotech 2.35 ICICI Prudential Asset Management Company 2.37 Reliance Industries 0 Sun Pharmaceutical Industries 0 Kaynes Technology India 0.08 Larsen & Toubro 2.62 Kotak Mahindra Bank -0.01 Steel Authority Of India -0.01 State Bank of India -0.01 CG Power 0.08 Lenskart Solutions 1.34 Power Grid Corporation Of India 0.01 FSN E-Commerce Ventures 2.53 Hindustan Aero 0.12 Blue Star 0.01 Punjab National Bank -0.01 Nippon Life India Asset Management 0.01 Bharat Electronics 2.27 Container Corporation Of India 0 Godfrey Phillips India 1.22 NTPC 0 Bank of Baroda 0 GE Vernova T&D 1.22 Max Healthcare Institute 0 PB Fintech 1.5 RBL Bank 0 Radico Khaitan 0.75 Persistent Systems 0.05 Bajaj Finance 0.06 eClerx Services 0.93 Dixon Technologies (India) 0.07 The Indian Hotels Company 0.03 Tata Steel 0 Torrent Pharmaceuticals 0 Kei Industries 0.12 Infosys 0.01 Global Health 0.03
Debt & Others (61.79%) Sector Allocation Securitised Debt 1.33 Net Payables -0.15 Bonds 2.14 Debt Credit Ratings Cash 33.4 SOV 14.47 AAA 11.82 A1+ 1.3 Cash & Call Money 0.79 Debt Category National Bank Agr. Rur. Devp 2.14 National Housing Bank 1.41 REC 1.4 GOI 14.47
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