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hsbc equity savings direct plan growth plan
HSBC Equity Savings Direct Plan Growth Plan

HSBC Equity Savings Direct Plan Growth Plan

  • Moderately High risk
  • Allocation
  • Equity Savings
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NAV as on Jul 13, 2026
i
Price per unit of the scheme.
41.0346-0.05%1 Day Change
1.67%
Minimum Investment₹5000
Expense Ratio0.60%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
HSBC Equity Savings Direct Plan Growth Plan
VS
Allocation: Equity Savings Average NAV
    Topper in Allocation: Equity Savings
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    RETURN CALCULATOR

    Check the return on your investment in the fund
    HSBC Equity Savings Direct Plan Growth Plan
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    FUND MANAGER

    Cheenu Gupta
    Cheenu Gupta
    i
    Lead Fund Manager.
    Jul 2, 2021 - Present
    • Schemes managed12
    • Total AUM49,500.59 Cr
    • Highest Return In 1 Yr19.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 102.58
    -5.42%
    -4.00%
    Very High Risk
    243.60Cr
    --
    ₹ 28.77
    4.55%
    4.51%
    Very High Risk
    1,679.42Cr
    ₹ 72.09
    1.22%
    1.29%
    Moderately High risk
    148.87Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 102.58
    • Fund Size243.60Cr
    Fund Return-5.42%
    Category Return-4.00%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.77
    • Fund Size1,679.42Cr
    Fund Return4.55%
    Category Return4.51%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 72.09
    • Fund Size148.87Cr
    Fund Return1.22%
    Category Return1.29%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mahesh Chhabria
    Mahesh Chhabria
    i
    Lead Fund Manager.
    Jul 15, 2023 - Present
    • Schemes managed16
    • Total AUM48,887.85 Cr
    • Highest Return In 1 Yr21.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 27.11
    0.86%
    0.78%
    Moderate Risk
    3,967.36Cr
    ₹ 32.35
    0.72%
    0.61%
    Low to Moderate Risk
    1,012.45Cr
    ₹ 51.46
    2.33%
    2.55%
    High Risk
    1,492.28Cr
    HSBC Banking & PSU Debt fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 27.11
    • Fund Size3,967.36Cr
    Fund Return0.86%
    Category Return0.78%
    HSBC Low Duration Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 32.35
    • Fund Size1,012.45Cr
    Fund Return0.72%
    Category Return0.61%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.46
    • Fund Size1,492.28Cr
    Fund Return2.33%
    Category Return2.55%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Praveen Ayathan
    Praveen Ayathan
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed5
    • Total AUM5,707.52 Cr
    • Highest Return In 1 Yr12.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 31.60
    3.21%
    -%
    Very High Risk
    159.42Cr
    --
    ₹ 21.68
    0.68%
    0.58%
    Low Risk
    2,666.71Cr
    --
    ₹ 28.62
    2.80%
    -%
    Very High Risk
    373.00Cr
    HSBC Nifty Next 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 31.60
    • Fund Size159.42Cr
    Fund Return3.21%
    Category Return--
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 21.68
    • Fund Size2,666.71Cr
    Fund Return0.68%
    Category Return0.58%
    HSBC Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.62
    • Fund Size373.00Cr
    Fund Return2.80%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Neelotpal Sahai
    Neelotpal Sahai
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed10
    • Total AUM22,901.51 Cr
    • Highest Return In 1 Yr14.75 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 28.77
    4.55%
    4.51%
    Very High Risk
    1,679.42Cr
    ₹ 51.46
    2.33%
    2.55%
    High Risk
    1,492.28Cr
    ₹ 531.09
    3.89%
    3.05%
    Very High Risk
    1,758.08Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.77
    • Fund Size1,679.42Cr
    Fund Return4.55%
    Category Return4.51%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.46
    • Fund Size1,492.28Cr
    Fund Return2.33%
    Category Return2.55%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 531.09
    • Fund Size1,758.08Cr
    Fund Return3.89%
    Category Return3.05%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hitesh Gondhia
    Hitesh Gondhia
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed3
    • Total AUM5,175.10 Cr
    • Highest Return In 1 Yr12.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 41.03
    1.67%
    1.53%
    Moderately High risk
    1,016.10Cr
    ₹ 51.46
    2.33%
    2.55%
    High Risk
    1,492.28Cr
    --
    ₹ 21.68
    0.68%
    0.58%
    Low Risk
    2,666.71Cr
    HSBC Equity Savings Direct Plan Growth Plan
    Moderately High risk
    • NAV₹ 41.03
    • Fund Size1,016.10Cr
    Fund Return1.67%
    Category Return1.53%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.46
    • Fund Size1,492.28Cr
    Fund Return2.33%
    Category Return2.55%
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 21.68
    • Fund Size2,666.71Cr
    Fund Return0.68%
    Category Return0.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sonal Gupta
    Sonal Gupta
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed23
    • Total AUM83,043.53 Cr
    • Highest Return In 1 Yr59.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 47.90
    4.83%
    -%
    Very High Risk
    1,142.20Cr
    --
    ₹ 12.41
    -0.90%
    -%
    Very High Risk
    53.35Cr
    --
    ₹ 38.66
    -2.43%
    -%
    Very High Risk
    77.11Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 47.90
    • Fund Size1,142.20Cr
    Fund Return4.83%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.41
    • Fund Size53.35Cr
    Fund Return-0.90%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 38.66
    • Fund Size77.11Cr
    Fund Return-2.43%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Abhishek Gupta
    Abhishek Gupta
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed7
    • Total AUM21,363.43 Cr
    • Highest Return In 1 Yr12.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 107.74
    4.63%
    4.37%
    Very High Risk
    4,556.68Cr
    --
    ₹ 17.63
    3.32%
    4.51%
    Very High Risk
    1,007.65Cr
    ₹ 255.48
    3.43%
    4.36%
    Very High Risk
    5,538.48Cr
    Edelweiss Large & Mid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 107.74
    • Fund Size4,556.68Cr
    Fund Return4.63%
    Category Return4.37%
    Edelweiss Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.63
    • Fund Size1,007.65Cr
    Fund Return3.32%
    Category Return4.51%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 255.48
    • Fund Size5,538.48Cr
    Fund Return3.43%
    Category Return4.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kapil Punjabi
    Kapil Punjabi
    i
    Lead Fund Manager.
    May 1, 2024 - Present
    • Schemes managed16
    • Total AUM50,243.90 Cr
    • Highest Return In 1 Yr21.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 23.83
    1.05%
    0.98%
    Moderate Risk
    698.65Cr
    ₹ 37.41
    0.75%
    0.89%
    Moderate Risk
    470.99Cr
    ₹ 29.56
    0.80%
    0.64%
    Low to Moderate Risk
    5,803.77Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 23.83
    • Fund Size698.65Cr
    Fund Return1.05%
    Category Return0.98%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 37.41
    • Fund Size470.99Cr
    Fund Return0.75%
    Category Return0.89%
    HSBC Money Market Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 29.56
    • Fund Size5,803.77Cr
    Fund Return0.80%
    Category Return0.64%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohd Asif Rizwi
    Mohd Asif Rizwi
    i
    Lead Fund Manager.
    Feb 1, 2025 - Present
    • Schemes managed14
    • Total AUM28,311.58 Cr
    • Highest Return In 1 Yr12.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 29.81
    0.88%
    0.71%
    Moderate Risk
    3,844.35Cr
    ₹ 77.99
    2.16%
    1.77%
    Moderate Risk
    165.59Cr
    ₹ 66.99
    2.94%
    3.17%
    Very High Risk
    5,504.80Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 29.81
    • Fund Size3,844.35Cr
    Fund Return0.88%
    Category Return0.71%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 77.99
    • Fund Size165.59Cr
    Fund Return2.16%
    Category Return1.77%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 66.99
    • Fund Size5,504.80Cr
    Fund Return2.94%
    Category Return3.17%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mayank Chaturvedi
    Mayank Chaturvedi
    i
    Lead Fund Manager.
    Oct 1, 2025 - Present
    • Schemes managed16
    • Total AUM81,355.38 Cr
    • Highest Return In 1 Yr19.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 28.77
    4.55%
    4.51%
    Very High Risk
    1,679.42Cr
    ₹ 51.46
    2.33%
    2.55%
    High Risk
    1,492.28Cr
    ₹ 255.48
    3.43%
    4.36%
    Very High Risk
    5,538.48Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.77
    • Fund Size1,679.42Cr
    Fund Return4.55%
    Category Return4.51%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.46
    • Fund Size1,492.28Cr
    Fund Return2.33%
    Category Return2.55%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 255.48
    • Fund Size5,538.48Cr
    Fund Return3.43%
    Category Return4.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    DETAILED PORTFOLIO

    As on Jun, 2026
    EQUITY (36.10%)
    DEBT (17.04%)
    CASH (46.86%)
    Allocation by Market Cap
    Large Cap(22.91%)
    Mid Cap(10.40%)
    Small Cap(3.25%)
    Industry Holdings
    • Banks Regional32.31%
    • Auto Manufacturers8.15%
    • Asset Management7.73%
    • Drug Manufacturers Specialty Generic6.24%
    • Steel4.61%
    • Electrical Equipment Parts3.58%
    Stock Holdings
    • HDFC Bank Ltd5.03%
    • ICICI Bank Ltd5.01%
    • Future on State Bank of India4.41%
    • State Bank of India4.38%
    • Mahindra & Mahindra Ltd3.64%
    • Future on HDFC Bank Ltd3.06%

    PERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    HISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.38
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.27
      This Fund
      VS
      0.56
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      8.04
      This Fund
      VS
      5.09
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    PEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
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    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    TOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    ABOUT THE AMC

    company icon
    HSBC Asset Management (India) Private Ltd
    HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,42,319.56 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 9 hybrid schemes.
    phone icon
    Phone
    +91 22 66145000
    mail icon
    Email
    hsbcmf@hsbc.co.in
    aum
    AUM
    1,42,319.56 Cr (
    As on May 31, 2026
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    FAQs

    What is the category of HSBC Equity Savings Direct Plan Growth Plan ?
    The category of HSBC Equity Savings Direct Plan Growth Plan is Allocation - Equity Savings
    What is the current NAV of HSBC Equity Savings Direct Plan Growth Plan ?
    The current NAV of HSBC Equity Savings Direct Plan Growth Plan as on Jul 13, 2026 is ₹41.03
    How safe is HSBC Equity Savings Direct Plan Growth Plan ?
    The risk level of HSBC Equity Savings Direct Plan Growth Plan is Moderately High.
    What are short term returns given by HSBC Equity Savings Direct Plan Growth Plan ?
    The return given by HSBC Equity Savings Direct Plan Growth Plan in 1 month is 1.67%, 3 months is 6.04%, 6 months is 8.24%, and 1 year is 12.74%
    What are the long term returns given by HSBC Equity Savings Direct Plan Growth Plan ?
    The return given by HSBC Equity Savings Direct Plan Growth Plan in 3 years is 14.01% and 5 years is 11.84%.
    What is the expense ratio of HSBC Equity Savings Direct Plan Growth Plan ?
    The expense ratio of HSBC Equity Savings Direct Plan Growth Plan is 0.60%
    What is the AUM of HSBC Equity Savings Direct Plan Growth Plan ?
    The assets under Management (AUM) of HSBC Equity Savings Direct Plan Growth Plan is Rs 1,016.10 crores.
    What is the minimum investment in HSBC Equity Savings Direct Plan Growth Plan ?
    The minimum Lumpsum investment in HSBC Equity Savings Direct Plan Growth Plan is ₹5,000.00 and the minimum SIP investment in HSBC Equity Savings Direct Plan Growth Plan is ₹1,000.00
    What is the asset allocation of HSBC Equity Savings Direct Plan Growth Plan?
    HSBC Equity Savings Direct Plan Growth Plan has an exposure of 36.10% in Equity, 17.04% in Debt and 46.86% in Cash & Money Market Securities