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Fund Overview

Fund Size

Fund Size

₹671 Cr

Expense Ratio

Expense Ratio

0.66%

ISIN

ISIN

INF917K01GE4

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

01 Jan 2013

About this fund

HSBC Equity Savings Fund Direct Growth is a Equity Savings mutual fund schemes offered by HSBC Mutual Fund. This fund has been in existence for 12 years, 8 months and 14 days, having been launched on 01-Jan-13.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹38.13, Assets Under Management (AUM) of 671.33 Crores, and an expense ratio of 0.66%.
  • HSBC Equity Savings Fund Direct Growth has given a CAGR return of 10.23% since inception.
  • The fund's asset allocation comprises around 35.97% in equities, 25.54% in debts, and 38.49% in cash & cash equivalents.
  • You can start investing in HSBC Equity Savings Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.31%

+4.25% (Cat Avg.)

3 Years

+14.55%

+9.74% (Cat Avg.)

5 Years

+14.88%

+10.92% (Cat Avg.)

10 Years

+10.06%

+8.38% (Cat Avg.)

Since Inception

+10.23%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity241.49 Cr35.97%
Debt171.47 Cr25.54%
Others258.37 Cr38.49%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset211.67 Cr31.53%
Eternal LtdEquity29.83 Cr4.44%
Future on Jio Financial Services LtdEquity - Future-24.92 Cr3.71%
Jio Financial Services LtdEquity24.83 Cr3.70%
Aditya Infotech LtdEquity24.34 Cr3.63%
TrepsCash - Repurchase Agreement21.09 Cr3.14%
HDFC Bank LtdEquity20.36 Cr3.03%
Power Finance Corporation LimitedBond - Corporate Bond20.24 Cr3.02%
7.06% Govt Stock 2028Bond - Gov't/Treasury19.99 Cr2.98%
LIC Housing Finance LtdCash - Commercial Paper19.97 Cr2.97%
Divi's Laboratories LtdEquity19.31 Cr2.88%
Future on State Bank of IndiaEquity - Future-19.09 Cr2.84%
State Bank of IndiaEquity19.02 Cr2.83%
Godfrey Phillips India LtdEquity17.78 Cr2.65%
7.04% Govt Stock 2029Bond - Gov't/Treasury15.65 Cr2.33%
7.38% Govt Stock 2027Bond - Gov't/Treasury15.6 Cr2.32%
Future on Canara BankEquity - Future-14.84 Cr2.21%
Canara BankEquity14.79 Cr2.20%
Future on HDFC Bank LtdEquity - Future-14.75 Cr2.20%
Future on Kotak Mahindra Bank LtdEquity - Future-14.04 Cr2.09%
Future on Axis Bank LtdEquity - Future-14.01 Cr2.09%
Kotak Mahindra Bank LtdEquity13.96 Cr2.08%
Axis Bank LtdEquity13.91 Cr2.07%
Kaynes Technology India LtdEquity13.89 Cr2.07%
FSN E-Commerce Ventures LtdEquity13.81 Cr2.06%
Future on Reliance Industries LtdEquity - Future-12.48 Cr1.86%
Reliance Industries LtdEquity12.42 Cr1.85%
Coforge LtdEquity12.42 Cr1.85%
Bharti Airtel LtdEquity12.28 Cr1.83%
Future on Punjab National BankEquity - Future-12.1 Cr1.80%
Punjab National BankEquity12.02 Cr1.79%
Future on Tata Motors LtdEquity - Future-11.9 Cr1.77%
Tata Motors LtdEquity11.83 Cr1.76%
Future on ICICI Bank LtdEquity - Future-11.71 Cr1.74%
ICICI Bank LtdEquity11.64 Cr1.73%
Small Industries Development Bank Of IndiaBond - Corporate Bond10.92 Cr1.63%
7.32% Govt Stock 2030Bond - Gov't/Treasury10.64 Cr1.59%
7.1% Govt Stock 2034Bond - Gov't/Treasury10.54 Cr1.57%
Bajaj Finance LtdEquity10.53 Cr1.57%
National Housing BankBond - Corporate Bond10.36 Cr1.54%
Rec LimitedBond - Corporate Bond10.34 Cr1.54%
7.18% Govt Stock 2033Bond - Gov't/Treasury10.33 Cr1.54%
Bajaj Finance LimitedBond - Corporate Bond10.27 Cr1.53%
Anthem Biosciences LtdEquity10.23 Cr1.52%
6.33% Govt Stock 2035Bond - Gov't/Treasury10.02 Cr1.49%
National Aluminium Co LtdEquity9.7 Cr1.45%
Future on National Aluminium Co LtdEquity - Future-9.62 Cr1.43%
Safari Industries (India) LtdEquity9.11 Cr1.36%
Nippon Life India Asset Management Ltd Ordinary SharesEquity8.94 Cr1.33%
Max Healthcare Institute Ltd Ordinary SharesEquity8.55 Cr1.27%
Future on Divi's Laboratories LtdEquity - Future-8.31 Cr1.24%
GE Vernova T&D India LtdEquity7.87 Cr1.17%
Dixon Technologies (India) LtdEquity6.68 Cr0.99%
Future on Power Grid Corp Of India LtdEquity - Future-6.58 Cr0.98%
Power Grid Corp Of India LtdEquity6.54 Cr0.97%
Transformers & Rectifiers (India) LtdEquity6.43 Cr0.96%
Jubilant Foodworks LtdEquity6.28 Cr0.94%
6.92% Govt Stock 2039Bond - Gov't/Treasury6.08 Cr0.91%
Mazagon Dock Shipbuilders LtdEquity5.73 Cr0.85%
Radico Khaitan LtdEquity5.71 Cr0.85%
Bharat Electronics LtdEquity5.54 Cr0.83%
Future on Sun Pharmaceuticals Industries LtdEquity - Future-5.43 Cr0.81%
Sun Pharmaceuticals Industries LtdEquity5.41 Cr0.81%
7.37% Govt Stock 2028Bond - Gov't/Treasury5.31 Cr0.79%
Future on IndusInd Bank LtdEquity - Future-5.31 Cr0.79%
IndusInd Bank LtdEquity5.28 Cr0.79%
Future on Torrent Pharmaceuticals LtdEquity - Future-5.2 Cr0.77%
6.79% Govt Stock 2034Bond - Gov't/Treasury5.17 Cr0.77%
Torrent Pharmaceuticals LtdEquity5.16 Cr0.77%
Future on Polycab India LtdEquity - Future-5.08 Cr0.76%
Polycab India LtdEquity5.05 Cr0.75%
HDFC Bank LimitedCash - CD/Time Deposit4.76 Cr0.71%
Future on Tata Steel LtdEquity - Future-4.35 Cr0.65%
Tata Steel LtdEquity4.33 Cr0.65%
Steel Authority Of India LtdEquity3.85 Cr0.57%
Future on Steel Authority Of India LtdEquity - Future-3.81 Cr0.57%
Hindustan Aeronautics Ltd Ordinary SharesEquity3.03 Cr0.45%
NTPC LtdEquity2.85 Cr0.42%
Future on NTPC LtdEquity - Future-2.84 Cr0.42%
Future on Bandhan Bank LtdEquity - Future-2.8 Cr0.42%
Bandhan Bank LtdEquity2.8 Cr0.42%
Future on LIC Housing Finance LtdEquity - Future-1.62 Cr0.24%
LIC Housing Finance LtdEquity1.61 Cr0.24%
PB Fintech LtdEquity0.89 Cr0.13%
Net Current Assets (Including Cash & Bank Balances)Cash - Collateral0.88 Cr0.13%
KEI Industries LtdEquity0.84 Cr0.12%
CG Power & Industrial Solutions LtdEquity0.69 Cr0.10%
BSE LtdEquity0.61 Cr0.09%
Medi Assist Healthcare Services LtdEquity0.59 Cr0.09%
ABB India LtdEquity0.5 Cr0.07%
Hitachi Energy India Ltd Ordinary SharesEquity0.38 Cr0.06%
Persistent Systems LtdEquity0.35 Cr0.05%
Future on JSW Energy LtdEquity - Future-0.34 Cr0.05%
JSW Energy LtdEquity0.34 Cr0.05%
Future on Tata Consultancy Services LtdEquity - Future-0.33 Cr0.05%
Tata Consultancy Services LtdEquity0.32 Cr0.05%
Mahindra & Mahindra LtdEquity0.32 Cr0.05%
Indian Hotels Co LtdEquity0.29 Cr0.04%
Global Health LtdEquity0.27 Cr0.04%
Sobha LtdEquity0.27 Cr0.04%
Cholamandalam Investment and Finance Co LtdEquity0.14 Cr0.02%
Future on Aurobindo Pharma LtdEquity - Future-0.11 Cr0.02%
Aurobindo Pharma LtdEquity0.11 Cr0.02%
Trent LtdEquity0.11 Cr0.02%
Future on United Spirits LtdEquity - Future-0.11 Cr0.02%
United Spirits LtdEquity0.1 Cr0.02%
Blue Star LtdEquity0.09 Cr0.01%
Jyoti CNC Automation LtdEquity0.08 Cr0.01%
Prudent Corporate Advisory Services LtdEquity0.08 Cr0.01%
Infosys LtdEquity0.07 Cr0.01%
Larsen & Toubro LtdEquity0.04 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

13.94%

Mid Cap Stocks

14.42%

Small Cap Stocks

2.47%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services161.41 Cr24.04%
Industrials74.52 Cr11.10%
Consumer Cyclical71.57 Cr10.66%
Healthcare49.65 Cr7.40%
Consumer Defensive23.59 Cr3.51%
Technology19.84 Cr2.96%
Basic Materials17.89 Cr2.66%
Energy12.42 Cr1.85%
Communication Services12.28 Cr1.83%
Utilities9.73 Cr1.45%
Real Estate0.27 Cr0.04%

Risk & Performance Ratios

Standard Deviation

This fund

7.32%

Cat. avg.

4.51%

Lower the better

Sharpe Ratio

This fund

0.96

Cat. avg.

0.62

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.03

Higher the better

Fund Managers

MC

Mahesh Chhabria

Since July 2023

PA

Praveen Ayathan

Since October 2023

CG

Cheenu Gupta

Since July 2021

SG

Sonal Gupta

Since October 2023

MA

Mohd Asif Rizwi

Since February 2025

Additional Scheme Detailsas of 31st August 2025

ISIN
INF917K01GE4
Expense Ratio
0.66%
Exit Load
No Charges
Fund Size
₹671 Cr
Age
12 years 8 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
NIFTY Equity Savings TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity Savings Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Equity Savings Fund Direct Growth

Low Risk

-0.0%--
Bajaj Finserv Equity Savings Fund Regular Growth

Low Risk

-0.0%--
quant Equity Savings Fund Regular Growth

Moderate Risk

2.3%1.0%₹34.10 Cr-
quant Equity Savings Fund Direct Growth

Moderate Risk

0.8%1.0%₹34.10 Cr-
WhiteOak Capital Equity Savings Fund Direct Growth

Moderate Risk

0.4%0.0%₹113.68 Cr-
WhiteOak Capital Equity Savings Fund Regular Growth

Moderate Risk

2.0%0.0%₹113.68 Cr-
HSBC Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹671.33 Cr6.3%
Invesco India Equity Savings Fund Regular Growth

Moderately High risk

2.3%0.0%₹438.39 Cr2.3%
Invesco India Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹438.39 Cr3.9%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹1116.40 Cr5.5%
LIC MF Equity Savings Fund Direct Growth

Moderate Risk

1.2%1.0%₹28.43 Cr7.2%
ICICI Prudential Equity Savings Fund Regular Growth

Moderate Risk

1.0%0.0%₹15863.40 Cr6.3%
ICICI Prudential Equity Savings Fund Direct Growth

Moderate Risk

0.5%0.0%₹15863.40 Cr6.8%
LIC MF Equity Savings Fund Regular Growth

Moderate Risk

2.3%1.0%₹28.43 Cr6.1%
Aditya Birla Sun Life Equity Savings Fund Regular Growth

Moderate Risk

1.1%0.0%₹856.80 Cr6.5%
Aditya Birla Sun Life Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹856.80 Cr7.0%
Franklin India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹674.03 Cr4.7%
Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹674.03 Cr5.5%
Union Equity Savings Fund Direct Growth

Moderate Risk

1.5%1.0%₹150.20 Cr3.4%
Union Equity Savings Fund Regular Growth

Moderate Risk

2.0%1.0%₹150.20 Cr2.9%
Axis Equity Saver Fund Regular Growth

Moderately High risk

2.3%1.0%₹938.80 Cr2.8%
HDFC Equity Savings Fund Direct Growth

Moderately High risk

0.9%1.0%₹5673.94 Cr4.2%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.1%1.0%₹938.80 Cr4.1%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹267.80 Cr6.0%
SBI Equity Savings Fund Direct Growth

Moderately High risk

1.0%0.0%₹5702.87 Cr4.8%
SBI Equity Savings Fund Regular Growth

Moderately High risk

1.6%0.0%₹5702.87 Cr4.3%
Nippon India Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹763.52 Cr3.2%
Nippon India Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹763.52 Cr4.3%
PGIM India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.6%0.0%₹73.13 Cr5.6%
DSP Equity Savings Fund Direct Growth

Moderately High risk

0.3%0.0%₹3500.84 Cr5.3%
DSP Equity Savings Fund Regular Growth

Moderately High risk

1.2%0.0%₹3500.84 Cr4.4%
Bandhan Equity Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹333.48 Cr5.9%
UTI Equity Savings Fund Regular Growth

Moderately High risk

1.6%1.0%₹709.42 Cr3.5%
UTI Equity Savings Fund Direct Growth

Moderately High risk

0.7%1.0%₹709.42 Cr4.5%
Mirae Asset Equity Savings Fund Direct Growth

Moderately High risk

0.4%1.0%₹1574.27 Cr6.1%
Mirae Asset Equity Savings Fund Regular Growth

Moderately High risk

1.4%1.0%₹1574.27 Cr5.1%
HSBC Equity Savings Fund Regular Growth

Moderately High risk

1.5%0.0%₹671.33 Cr5.4%
Mahindra Manulife Equity Savings Fund Direct Growth

Moderately High risk

0.7%1.0%₹551.87 Cr4.1%
Mahindra Manulife Equity Savings Fund Regular Growth

Moderately High risk

2.4%1.0%₹551.87 Cr2.4%
HDFC Equity Savings Fund Regular Growth

Moderately High risk

1.9%1.0%₹5673.94 Cr3.2%
Sundaram Equity Savings Fund Regular Growth

Moderate Risk

2.1%0.0%₹1116.40 Cr3.9%
PGIM India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.3%0.0%₹73.13 Cr4.8%
Bandhan Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹333.48 Cr5.0%
Tata Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹267.80 Cr5.4%
Baroda BNP Paribas Equity Savings Fund Direct Growth

Moderately High risk

1.4%1.0%₹268.52 Cr5.1%
Baroda BNP Paribas Equity Savings Fund Regular Growth

Moderately High risk

2.5%1.0%₹268.52 Cr3.9%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹750.38 Cr7.8%
Edelweiss Equity Savings Fund Regular Growth

Moderate Risk

1.6%0.0%₹750.38 Cr6.7%
Kotak Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹8486.87 Cr3.6%
Kotak Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹8486.87 Cr4.8%

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund

Total AUM

₹1,32,768 Cr

Address

16, V N Road, Mumbai, 400 001

Other Funds by HSBC Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
HSBC Financial Services Fund Direct Growth

Very High Risk

1.0%1.0%₹680.29 Cr-
HSBC India Export Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹1626.68 Cr-
HSBC Multi Asset Allocation Fund Direct Growth

Very High Risk

0.5%1.0%₹2171.73 Cr7.2%
HSBC Consumption Fund Direct Growth

Very High Risk

0.8%1.0%₹1645.01 Cr0.6%
HSBC Balanced Advantage Fund Direct Growth

Moderately High risk

0.9%1.0%₹1554.28 Cr3.5%
HSBC Infrastructure Fund Direct Growth

Very High Risk

1.1%1.0%₹2364.97 Cr-8.3%
HSBC Aggressive Hybrid Fund Direct Growth

Very High Risk

0.8%1.0%₹5513.48 Cr2.1%
HSBC Value Fund Direct Growth

Very High Risk

0.8%1.0%₹13532.11 Cr-0.8%
HSBC Credit Risk Fund Direct Growth

Moderately High risk

1.0%3.0%₹584.01 Cr21.5%
HSBC Banking & PSU Debt Direct Growth

Moderate Risk

0.2%0.0%₹4572.44 Cr8.3%
HSBC Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹11749.13 Cr0.2%
HSBC ELSS Fund Direct Growth

Very High Risk

1.2%0.0%₹4020.94 Cr-0.1%
HSBC Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹671.33 Cr6.3%
HSBC Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹848.15 Cr9.5%
HSBC Short Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4526.69 Cr8.6%
HSBC Corporate Bond Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6221.71 Cr8.7%
HSBC Dynamic Bond Fund Direct Growth

Moderate Risk

0.2%0.0%₹176.00 Cr6.7%
HSBC Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹3999.50 Cr7.9%
HSBC Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹244.92 Cr5.0%
HSBC Medium Duration Direct Growth

Moderate Risk

0.4%0.0%₹770.36 Cr8.9%
HSBC Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1646.63 Cr-0.0%
HSBC Business Cycles Fund Direct Growth

Very High Risk

1.1%1.0%₹1091.90 Cr-1.5%
HSBC Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹3607.92 Cr6.2%
HSBC Conservative Hybrid Fund Direct Growth

Moderately High risk

1.2%0.0%₹162.84 Cr6.3%
HSBC Large Cap Fund Direct Growth

Very High Risk

1.3%1.0%₹1848.84 Cr-2.7%
HSBC Global Emerging Markets Fund Direct Growth

Very High Risk

1.1%1.0%₹71.94 Cr30.1%
HSBC Brazil Fund Direct Growth

Very High Risk

1.0%1.0%₹96.34 Cr16.9%
HSBC Medium to Long Duration Fund Direct Growth

Moderate Risk

0.7%0.0%₹47.75 Cr6.9%
HSBC Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹14895.62 Cr7.0%
HSBC Flexi Cap Fund Direct Growth

Very High Risk

1.2%1.0%₹5074.87 Cr-1.2%
HSBC Tax Saver Equity Fund Direct Growth

Very High Risk

1.8%0.0%₹249.72 Cr4.2%
HSBC Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2924.03 Cr7.6%
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1875.31 Cr8.1%
HSBC Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹16535.82 Cr-7.6%
HSBC Global Equity Climate Change Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹52.76 Cr9.1%
HSBC Managed Solutions India Conservative Direct Growth

Low to Moderate Risk

0.4%0.0%₹571.33 Cr5.5%
HSBC Managed Solutions India Moderate Direct Growth

Very High Risk

0.9%1.0%₹62.31 Cr5.9%
HSBC Managed Solutions India Growth Direct Growth

Very High Risk

0.1%1.0%₹41.57 Cr0.3%
HSBC CRISIL IBX Gilt June 2027 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹201.75 Cr8.1%
HSBC Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹2374.44 Cr7.0%
HSBC Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹134.76 Cr-9.4%
HSBC Nifty 50 Index Fund Direct Growth

Very High Risk

0.2%1.0%₹344.48 Cr-0.1%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹4313.79 Cr-0.3%
HSBC Multi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹4942.66 Cr-1.2%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth

Very High Risk

1.0%1.0%₹20.33 Cr32.0%

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

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The NAV of HSBC Equity Savings Fund Direct Growth, as of 12-Sep-2025, is ₹38.13.
The fund has generated 6.31% over the last 1 year and 14.55% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 35.97% in equities, 25.54% in bonds, and 38.49% in cash and cash equivalents.
The fund managers responsible for HSBC Equity Savings Fund Direct Growth are:-
  1. Mahesh Chhabria
  2. Praveen Ayathan
  3. Cheenu Gupta
  4. Sonal Gupta
  5. Mohd Asif Rizwi

Fund Overview

Fund Size

Fund Size

₹671 Cr

Expense Ratio

Expense Ratio

0.66%

ISIN

ISIN

INF917K01GE4

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

About this fund

HSBC Equity Savings Fund Direct Growth is a Equity Savings mutual fund schemes offered by HSBC Mutual Fund. This fund has been in existence for 12 years, 8 months and 14 days, having been launched on 01-Jan-13.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹38.13, Assets Under Management (AUM) of 671.33 Crores, and an expense ratio of 0.66%.
  • HSBC Equity Savings Fund Direct Growth has given a CAGR return of 10.23% since inception.
  • The fund's asset allocation comprises around 35.97% in equities, 25.54% in debts, and 38.49% in cash & cash equivalents.
  • You can start investing in HSBC Equity Savings Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.31%

+4.25% (Cat Avg.)

3 Years

+14.55%

+9.74% (Cat Avg.)

5 Years

+14.88%

+10.92% (Cat Avg.)

10 Years

+10.06%

+8.38% (Cat Avg.)

Since Inception

+10.23%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity241.49 Cr35.97%
Debt171.47 Cr25.54%
Others258.37 Cr38.49%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset211.67 Cr31.53%
Eternal LtdEquity29.83 Cr4.44%
Future on Jio Financial Services LtdEquity - Future-24.92 Cr3.71%
Jio Financial Services LtdEquity24.83 Cr3.70%
Aditya Infotech LtdEquity24.34 Cr3.63%
TrepsCash - Repurchase Agreement21.09 Cr3.14%
HDFC Bank LtdEquity20.36 Cr3.03%
Power Finance Corporation LimitedBond - Corporate Bond20.24 Cr3.02%
7.06% Govt Stock 2028Bond - Gov't/Treasury19.99 Cr2.98%
LIC Housing Finance LtdCash - Commercial Paper19.97 Cr2.97%
Divi's Laboratories LtdEquity19.31 Cr2.88%
Future on State Bank of IndiaEquity - Future-19.09 Cr2.84%
State Bank of IndiaEquity19.02 Cr2.83%
Godfrey Phillips India LtdEquity17.78 Cr2.65%
7.04% Govt Stock 2029Bond - Gov't/Treasury15.65 Cr2.33%
7.38% Govt Stock 2027Bond - Gov't/Treasury15.6 Cr2.32%
Future on Canara BankEquity - Future-14.84 Cr2.21%
Canara BankEquity14.79 Cr2.20%
Future on HDFC Bank LtdEquity - Future-14.75 Cr2.20%
Future on Kotak Mahindra Bank LtdEquity - Future-14.04 Cr2.09%
Future on Axis Bank LtdEquity - Future-14.01 Cr2.09%
Kotak Mahindra Bank LtdEquity13.96 Cr2.08%
Axis Bank LtdEquity13.91 Cr2.07%
Kaynes Technology India LtdEquity13.89 Cr2.07%
FSN E-Commerce Ventures LtdEquity13.81 Cr2.06%
Future on Reliance Industries LtdEquity - Future-12.48 Cr1.86%
Reliance Industries LtdEquity12.42 Cr1.85%
Coforge LtdEquity12.42 Cr1.85%
Bharti Airtel LtdEquity12.28 Cr1.83%
Future on Punjab National BankEquity - Future-12.1 Cr1.80%
Punjab National BankEquity12.02 Cr1.79%
Future on Tata Motors LtdEquity - Future-11.9 Cr1.77%
Tata Motors LtdEquity11.83 Cr1.76%
Future on ICICI Bank LtdEquity - Future-11.71 Cr1.74%
ICICI Bank LtdEquity11.64 Cr1.73%
Small Industries Development Bank Of IndiaBond - Corporate Bond10.92 Cr1.63%
7.32% Govt Stock 2030Bond - Gov't/Treasury10.64 Cr1.59%
7.1% Govt Stock 2034Bond - Gov't/Treasury10.54 Cr1.57%
Bajaj Finance LtdEquity10.53 Cr1.57%
National Housing BankBond - Corporate Bond10.36 Cr1.54%
Rec LimitedBond - Corporate Bond10.34 Cr1.54%
7.18% Govt Stock 2033Bond - Gov't/Treasury10.33 Cr1.54%
Bajaj Finance LimitedBond - Corporate Bond10.27 Cr1.53%
Anthem Biosciences LtdEquity10.23 Cr1.52%
6.33% Govt Stock 2035Bond - Gov't/Treasury10.02 Cr1.49%
National Aluminium Co LtdEquity9.7 Cr1.45%
Future on National Aluminium Co LtdEquity - Future-9.62 Cr1.43%
Safari Industries (India) LtdEquity9.11 Cr1.36%
Nippon Life India Asset Management Ltd Ordinary SharesEquity8.94 Cr1.33%
Max Healthcare Institute Ltd Ordinary SharesEquity8.55 Cr1.27%
Future on Divi's Laboratories LtdEquity - Future-8.31 Cr1.24%
GE Vernova T&D India LtdEquity7.87 Cr1.17%
Dixon Technologies (India) LtdEquity6.68 Cr0.99%
Future on Power Grid Corp Of India LtdEquity - Future-6.58 Cr0.98%
Power Grid Corp Of India LtdEquity6.54 Cr0.97%
Transformers & Rectifiers (India) LtdEquity6.43 Cr0.96%
Jubilant Foodworks LtdEquity6.28 Cr0.94%
6.92% Govt Stock 2039Bond - Gov't/Treasury6.08 Cr0.91%
Mazagon Dock Shipbuilders LtdEquity5.73 Cr0.85%
Radico Khaitan LtdEquity5.71 Cr0.85%
Bharat Electronics LtdEquity5.54 Cr0.83%
Future on Sun Pharmaceuticals Industries LtdEquity - Future-5.43 Cr0.81%
Sun Pharmaceuticals Industries LtdEquity5.41 Cr0.81%
7.37% Govt Stock 2028Bond - Gov't/Treasury5.31 Cr0.79%
Future on IndusInd Bank LtdEquity - Future-5.31 Cr0.79%
IndusInd Bank LtdEquity5.28 Cr0.79%
Future on Torrent Pharmaceuticals LtdEquity - Future-5.2 Cr0.77%
6.79% Govt Stock 2034Bond - Gov't/Treasury5.17 Cr0.77%
Torrent Pharmaceuticals LtdEquity5.16 Cr0.77%
Future on Polycab India LtdEquity - Future-5.08 Cr0.76%
Polycab India LtdEquity5.05 Cr0.75%
HDFC Bank LimitedCash - CD/Time Deposit4.76 Cr0.71%
Future on Tata Steel LtdEquity - Future-4.35 Cr0.65%
Tata Steel LtdEquity4.33 Cr0.65%
Steel Authority Of India LtdEquity3.85 Cr0.57%
Future on Steel Authority Of India LtdEquity - Future-3.81 Cr0.57%
Hindustan Aeronautics Ltd Ordinary SharesEquity3.03 Cr0.45%
NTPC LtdEquity2.85 Cr0.42%
Future on NTPC LtdEquity - Future-2.84 Cr0.42%
Future on Bandhan Bank LtdEquity - Future-2.8 Cr0.42%
Bandhan Bank LtdEquity2.8 Cr0.42%
Future on LIC Housing Finance LtdEquity - Future-1.62 Cr0.24%
LIC Housing Finance LtdEquity1.61 Cr0.24%
PB Fintech LtdEquity0.89 Cr0.13%
Net Current Assets (Including Cash & Bank Balances)Cash - Collateral0.88 Cr0.13%
KEI Industries LtdEquity0.84 Cr0.12%
CG Power & Industrial Solutions LtdEquity0.69 Cr0.10%
BSE LtdEquity0.61 Cr0.09%
Medi Assist Healthcare Services LtdEquity0.59 Cr0.09%
ABB India LtdEquity0.5 Cr0.07%
Hitachi Energy India Ltd Ordinary SharesEquity0.38 Cr0.06%
Persistent Systems LtdEquity0.35 Cr0.05%
Future on JSW Energy LtdEquity - Future-0.34 Cr0.05%
JSW Energy LtdEquity0.34 Cr0.05%
Future on Tata Consultancy Services LtdEquity - Future-0.33 Cr0.05%
Tata Consultancy Services LtdEquity0.32 Cr0.05%
Mahindra & Mahindra LtdEquity0.32 Cr0.05%
Indian Hotels Co LtdEquity0.29 Cr0.04%
Global Health LtdEquity0.27 Cr0.04%
Sobha LtdEquity0.27 Cr0.04%
Cholamandalam Investment and Finance Co LtdEquity0.14 Cr0.02%
Future on Aurobindo Pharma LtdEquity - Future-0.11 Cr0.02%
Aurobindo Pharma LtdEquity0.11 Cr0.02%
Trent LtdEquity0.11 Cr0.02%
Future on United Spirits LtdEquity - Future-0.11 Cr0.02%
United Spirits LtdEquity0.1 Cr0.02%
Blue Star LtdEquity0.09 Cr0.01%
Jyoti CNC Automation LtdEquity0.08 Cr0.01%
Prudent Corporate Advisory Services LtdEquity0.08 Cr0.01%
Infosys LtdEquity0.07 Cr0.01%
Larsen & Toubro LtdEquity0.04 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

13.94%

Mid Cap Stocks

14.42%

Small Cap Stocks

2.47%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services161.41 Cr24.04%
Industrials74.52 Cr11.10%
Consumer Cyclical71.57 Cr10.66%
Healthcare49.65 Cr7.40%
Consumer Defensive23.59 Cr3.51%
Technology19.84 Cr2.96%
Basic Materials17.89 Cr2.66%
Energy12.42 Cr1.85%
Communication Services12.28 Cr1.83%
Utilities9.73 Cr1.45%
Real Estate0.27 Cr0.04%

Risk & Performance Ratios

Standard Deviation

This fund

7.32%

Cat. avg.

4.51%

Lower the better

Sharpe Ratio

This fund

0.96

Cat. avg.

0.62

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.03

Higher the better

Fund Managers

MC

Mahesh Chhabria

Since July 2023

PA

Praveen Ayathan

Since October 2023

CG

Cheenu Gupta

Since July 2021

SG

Sonal Gupta

Since October 2023

MA

Mohd Asif Rizwi

Since February 2025

Additional Scheme Detailsas of 31st August 2025

ISIN
INF917K01GE4
Expense Ratio
0.66%
Exit Load
No Charges
Fund Size
₹671 Cr
Age
12 years 8 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
NIFTY Equity Savings TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity Savings Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Equity Savings Fund Direct Growth

Low Risk

-0.0%--
Bajaj Finserv Equity Savings Fund Regular Growth

Low Risk

-0.0%--
quant Equity Savings Fund Regular Growth

Moderate Risk

2.3%1.0%₹34.10 Cr-
quant Equity Savings Fund Direct Growth

Moderate Risk

0.8%1.0%₹34.10 Cr-
WhiteOak Capital Equity Savings Fund Direct Growth

Moderate Risk

0.4%0.0%₹113.68 Cr-
WhiteOak Capital Equity Savings Fund Regular Growth

Moderate Risk

2.0%0.0%₹113.68 Cr-
HSBC Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹671.33 Cr6.3%
Invesco India Equity Savings Fund Regular Growth

Moderately High risk

2.3%0.0%₹438.39 Cr2.3%
Invesco India Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹438.39 Cr3.9%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹1116.40 Cr5.5%
LIC MF Equity Savings Fund Direct Growth

Moderate Risk

1.2%1.0%₹28.43 Cr7.2%
ICICI Prudential Equity Savings Fund Regular Growth

Moderate Risk

1.0%0.0%₹15863.40 Cr6.3%
ICICI Prudential Equity Savings Fund Direct Growth

Moderate Risk

0.5%0.0%₹15863.40 Cr6.8%
LIC MF Equity Savings Fund Regular Growth

Moderate Risk

2.3%1.0%₹28.43 Cr6.1%
Aditya Birla Sun Life Equity Savings Fund Regular Growth

Moderate Risk

1.1%0.0%₹856.80 Cr6.5%
Aditya Birla Sun Life Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹856.80 Cr7.0%
Franklin India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹674.03 Cr4.7%
Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹674.03 Cr5.5%
Union Equity Savings Fund Direct Growth

Moderate Risk

1.5%1.0%₹150.20 Cr3.4%
Union Equity Savings Fund Regular Growth

Moderate Risk

2.0%1.0%₹150.20 Cr2.9%
Axis Equity Saver Fund Regular Growth

Moderately High risk

2.3%1.0%₹938.80 Cr2.8%
HDFC Equity Savings Fund Direct Growth

Moderately High risk

0.9%1.0%₹5673.94 Cr4.2%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.1%1.0%₹938.80 Cr4.1%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹267.80 Cr6.0%
SBI Equity Savings Fund Direct Growth

Moderately High risk

1.0%0.0%₹5702.87 Cr4.8%
SBI Equity Savings Fund Regular Growth

Moderately High risk

1.6%0.0%₹5702.87 Cr4.3%
Nippon India Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹763.52 Cr3.2%
Nippon India Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹763.52 Cr4.3%
PGIM India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.6%0.0%₹73.13 Cr5.6%
DSP Equity Savings Fund Direct Growth

Moderately High risk

0.3%0.0%₹3500.84 Cr5.3%
DSP Equity Savings Fund Regular Growth

Moderately High risk

1.2%0.0%₹3500.84 Cr4.4%
Bandhan Equity Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹333.48 Cr5.9%
UTI Equity Savings Fund Regular Growth

Moderately High risk

1.6%1.0%₹709.42 Cr3.5%
UTI Equity Savings Fund Direct Growth

Moderately High risk

0.7%1.0%₹709.42 Cr4.5%
Mirae Asset Equity Savings Fund Direct Growth

Moderately High risk

0.4%1.0%₹1574.27 Cr6.1%
Mirae Asset Equity Savings Fund Regular Growth

Moderately High risk

1.4%1.0%₹1574.27 Cr5.1%
HSBC Equity Savings Fund Regular Growth

Moderately High risk

1.5%0.0%₹671.33 Cr5.4%
Mahindra Manulife Equity Savings Fund Direct Growth

Moderately High risk

0.7%1.0%₹551.87 Cr4.1%
Mahindra Manulife Equity Savings Fund Regular Growth

Moderately High risk

2.4%1.0%₹551.87 Cr2.4%
HDFC Equity Savings Fund Regular Growth

Moderately High risk

1.9%1.0%₹5673.94 Cr3.2%
Sundaram Equity Savings Fund Regular Growth

Moderate Risk

2.1%0.0%₹1116.40 Cr3.9%
PGIM India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.3%0.0%₹73.13 Cr4.8%
Bandhan Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹333.48 Cr5.0%
Tata Equity Savings Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹267.80 Cr5.4%
Baroda BNP Paribas Equity Savings Fund Direct Growth

Moderately High risk

1.4%1.0%₹268.52 Cr5.1%
Baroda BNP Paribas Equity Savings Fund Regular Growth

Moderately High risk

2.5%1.0%₹268.52 Cr3.9%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹750.38 Cr7.8%
Edelweiss Equity Savings Fund Regular Growth

Moderate Risk

1.6%0.0%₹750.38 Cr6.7%
Kotak Equity Savings Fund Regular Growth

Moderate Risk

1.8%1.0%₹8486.87 Cr3.6%
Kotak Equity Savings Fund Direct Growth

Moderate Risk

0.7%1.0%₹8486.87 Cr4.8%

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund

Total AUM

₹1,32,768 Cr

Address

16, V N Road, Mumbai, 400 001

Other Funds by HSBC Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
HSBC Financial Services Fund Direct Growth

Very High Risk

1.0%1.0%₹680.29 Cr-
HSBC India Export Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹1626.68 Cr-
HSBC Multi Asset Allocation Fund Direct Growth

Very High Risk

0.5%1.0%₹2171.73 Cr7.2%
HSBC Consumption Fund Direct Growth

Very High Risk

0.8%1.0%₹1645.01 Cr0.6%
HSBC Balanced Advantage Fund Direct Growth

Moderately High risk

0.9%1.0%₹1554.28 Cr3.5%
HSBC Infrastructure Fund Direct Growth

Very High Risk

1.1%1.0%₹2364.97 Cr-8.3%
HSBC Aggressive Hybrid Fund Direct Growth

Very High Risk

0.8%1.0%₹5513.48 Cr2.1%
HSBC Value Fund Direct Growth

Very High Risk

0.8%1.0%₹13532.11 Cr-0.8%
HSBC Credit Risk Fund Direct Growth

Moderately High risk

1.0%3.0%₹584.01 Cr21.5%
HSBC Banking & PSU Debt Direct Growth

Moderate Risk

0.2%0.0%₹4572.44 Cr8.3%
HSBC Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹11749.13 Cr0.2%
HSBC ELSS Fund Direct Growth

Very High Risk

1.2%0.0%₹4020.94 Cr-0.1%
HSBC Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹671.33 Cr6.3%
HSBC Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹848.15 Cr9.5%
HSBC Short Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4526.69 Cr8.6%
HSBC Corporate Bond Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6221.71 Cr8.7%
HSBC Dynamic Bond Fund Direct Growth

Moderate Risk

0.2%0.0%₹176.00 Cr6.7%
HSBC Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹3999.50 Cr7.9%
HSBC Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹244.92 Cr5.0%
HSBC Medium Duration Direct Growth

Moderate Risk

0.4%0.0%₹770.36 Cr8.9%
HSBC Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1646.63 Cr-0.0%
HSBC Business Cycles Fund Direct Growth

Very High Risk

1.1%1.0%₹1091.90 Cr-1.5%
HSBC Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹3607.92 Cr6.2%
HSBC Conservative Hybrid Fund Direct Growth

Moderately High risk

1.2%0.0%₹162.84 Cr6.3%
HSBC Large Cap Fund Direct Growth

Very High Risk

1.3%1.0%₹1848.84 Cr-2.7%
HSBC Global Emerging Markets Fund Direct Growth

Very High Risk

1.1%1.0%₹71.94 Cr30.1%
HSBC Brazil Fund Direct Growth

Very High Risk

1.0%1.0%₹96.34 Cr16.9%
HSBC Medium to Long Duration Fund Direct Growth

Moderate Risk

0.7%0.0%₹47.75 Cr6.9%
HSBC Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹14895.62 Cr7.0%
HSBC Flexi Cap Fund Direct Growth

Very High Risk

1.2%1.0%₹5074.87 Cr-1.2%
HSBC Tax Saver Equity Fund Direct Growth

Very High Risk

1.8%0.0%₹249.72 Cr4.2%
HSBC Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2924.03 Cr7.6%
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1875.31 Cr8.1%
HSBC Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹16535.82 Cr-7.6%
HSBC Global Equity Climate Change Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹52.76 Cr9.1%
HSBC Managed Solutions India Conservative Direct Growth

Low to Moderate Risk

0.4%0.0%₹571.33 Cr5.5%
HSBC Managed Solutions India Moderate Direct Growth

Very High Risk

0.9%1.0%₹62.31 Cr5.9%
HSBC Managed Solutions India Growth Direct Growth

Very High Risk

0.1%1.0%₹41.57 Cr0.3%
HSBC CRISIL IBX Gilt June 2027 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹201.75 Cr8.1%
HSBC Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹2374.44 Cr7.0%
HSBC Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹134.76 Cr-9.4%
HSBC Nifty 50 Index Fund Direct Growth

Very High Risk

0.2%1.0%₹344.48 Cr-0.1%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹4313.79 Cr-0.3%
HSBC Multi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹4942.66 Cr-1.2%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth

Very High Risk

1.0%1.0%₹20.33 Cr32.0%

Still got questions?
We're here to help.

The NAV of HSBC Equity Savings Fund Direct Growth, as of 12-Sep-2025, is ₹38.13.
The fund has generated 6.31% over the last 1 year and 14.55% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 35.97% in equities, 25.54% in bonds, and 38.49% in cash and cash equivalents.
The fund managers responsible for HSBC Equity Savings Fund Direct Growth are:-
  1. Mahesh Chhabria
  2. Praveen Ayathan
  3. Cheenu Gupta
  4. Sonal Gupta
  5. Mohd Asif Rizwi
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