CG
Cheenu GuptaLead
Since Jul 2021
AUM managed
₹28,010.84Cr
Tenure
Since Jul 2021
Funds
5
HSBC Equity Savings Gr
Equity SavingsHSBC Mutual Fund
NAV
₹36.35
-0.14% today
AUM
₹1,475.34 Cr
Fund size
Expense
2.53%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerately High risk
BenchmarkNIFTY Equity Savings TR INR (100%)
Number of holdings149
Inception18 Oct 2011
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio0.62
Standard deviation6.89%
Sortino ratio1.09
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
MC
Since Jul 2023
AUM managed
₹58,748.64Cr
Tenure
Since Jul 2023
Funds
16
PA
Since Oct 2023
AUM managed
₹10,901.59Cr
Tenure
Since Oct 2023
Funds
7
SG
Since Oct 2023
AUM managed
₹98,359.24Cr
Tenure
Since Oct 2023
Funds
23
MA
Since Feb 2025
AUM managed
₹32,816.79Cr
Tenure
Since Feb 2025
Funds
15
MC
Since Oct 2025
AUM managed
₹99,106.88Cr
Tenure
Since Oct 2025
Funds
21
About HSBC Equity Savings Gr
HSBC Equity Savings Gr is an open-ended Equity Savings mutual fund scheme offered by HSBC Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹36.35 per unit and the scheme manages ₹1,475.34 Cr in assets under management. The fund charges an expense ratio of 2.53% and is benchmarked against NIFTY Equity Savings TR INR (100%). Over the trailing 5 years, HSBC Equity Savings Gr has delivered +9.64% returns. SEBI's riskometer places this scheme in the Moderately High risk category, so read the scheme information document before investing.
Investment objective
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 investment objective of the scheme will be realized.
Regular Plan · Growth option · NAV as of 15 Oct 2026
HSBC Equity Savings Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.16% | -1.16% |
| 3 months | -1.00% | -0.73% |
| 6 months | +4.10% | +1.66% |
| 1 year | +4.65% | +2.02% |
| 3 years | +11.22% | +7.39% |
| 5 years | +9.64% | +6.73% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.64% |
| 3 months | +3.22% | -0.14% |
| 6 months | +6.62% | +4.11% |
| 1 year | +9.96% | +2.50% |
| 3 years | +43.48% | +21.12% |
| 5 years | +68.20% | +35.40% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
HSBC Equity Savings Gr — frequently asked questions
What is the NAV of HSBC Equity Savings Gr?
The latest net asset value (NAV) of HSBC Equity Savings Gr is ₹36.35 per unit, -0.14% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has HSBC Equity Savings Gr delivered?
HSBC Equity Savings Gr has returned +9.64% over the trailing 5 years (1 year: +4.65%, 3 years: +11.22%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of HSBC Equity Savings Gr?
HSBC Equity Savings Gr charges an expense ratio of 2.53% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is HSBC Equity Savings Gr?
SEBI's riskometer classifies HSBC Equity Savings Gr as Moderately High risk, which is typical for a Equity Savings scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in HSBC Equity Savings Gr?
You can start a SIP in HSBC Equity Savings Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages HSBC Equity Savings Gr?
HSBC Equity Savings Gr is managed by HSBC Mutual Fund, holds ₹1,475.34 Cr in assets under management and invests across 149 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- HSBC Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Equity Savings
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF917K01AA5
- Scheme code
- FS00008VBZ