HSBC Equity Savings Fund - Regular Growth

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Category: Hybrid: Equity Savings
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
Expense Ratio: 1.52% As on (31-12-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 78.58 Cr As on (31-12-2025)
Turn over: 70

NAV as on 30-01-2026

34.1172

0.14 (0.4189%)

CAGR Since Inception

8.96%

NIFTY Equity Savings TRI 9.54%

PERFORMANCE of HSBC Equity Savings Fund - Regular Growth

Scheme Performance (%) Data as on - 30-01-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Equity Savings Fund - Regular Growth	8.32	13.58	11.67	9.07	8.96
Benchmark	-	-	-	-	-
Hybrid: Equity Savings	6.86	10.04	8.98	8.15	7.66

Yearly Performance (%)

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Fund Managers

FM 1 - Cheenu Gupta, FM 2 - Praveen Ayathan, FM 3 - Mahesh Chhabria, FM 4 - . Mohd. Asif Rizwi, FM 5 - Sonal Gupta

Investment Objective

The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for HSBC Equity Savings Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HSBC Equity Savings Fund - Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Equity Savings Fund - Regular Growth	4.64	1.01	3.87	0.86	7.34	1.57
Hybrid: Equity Savings	-	-	-	-	-	-

PEER COMPARISION of HSBC Equity Savings Fund - Regular Growth

Compare SIP Compare Lumpsum

Period

Data as on - 30-01-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HSBC Equity Savings Fund - Regular Growth	01-01-2013	8.32	10.67	13.58	11.67	9.07
Mirae Asset Equity Savings Fund- Regular Plan- Growth	15-12-2018	9.31	9.23	11.47	10.53	0.0
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	10-11-2014	8.7	8.2	9.74	8.04	8.24
Edelweiss Equity Savings Fund - Regular Plan - Growth Option	05-10-2014	8.41	9.69	11.41	9.7	9.21
UTI Equity Savings Fund - Regular Plan - Growth Option	30-08-2018	8.05	8.18	11.01	10.53	0.0
Kotak Equity Savings Fund - Regular - Growth	11-10-2014	7.8	8.35	11.1	10.29	9.43
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth	25-07-2019	7.77	8.24	10.32	7.95	0.0
SBI Equity Savings Fund - Regular Plan - Growth	01-05-2015	7.62	7.68	11.6	9.79	9.08
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	05-02-2017	7.62	6.98	10.34	9.57	0.0
HDFC Equity Savings Fund - GROWTH PLAN	05-09-2004	7.42	7.51	10.36	10.51	10.06

PORTFOLIO ANALYSIS of HSBC Equity Savings Fund - Regular Growth

Asset Allocation (%)