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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 Dec 24, 2025
i
Price per unit of the scheme.
38.39220.06%1 Day Change
0.05%
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
 

bt_logoFUND 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.

bt_logoFUND 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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    bt_logoRETURN 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

    bt_logoFUND MANAGER

    Cheenu Gupta
    Cheenu Gupta
    i
    Lead Fund Manager.
    Jul 2, 2021 - Present
    • Schemes managed12
    • Total AUM46,967.47 Cr
    • Highest Return In 1 Yr14.67 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 107.87
    0.53%
    0.16%
    Very High Risk
    245.87Cr
    --
    ₹ 28.10
    2.75%
    0.41%
    Very High Risk
    1,723.43Cr
    ₹ 69.06
    -0.11%
    -0.22%
    Moderately High risk
    148.63Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 107.87
    • Fund Size245.87Cr
    Fund Return0.53%
    Category Return0.16%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.10
    • Fund Size1,723.43Cr
    Fund Return2.75%
    Category Return0.41%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 69.06
    • Fund Size148.63Cr
    Fund Return-0.11%
    Category Return-0.22%
    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 AUM49,391.05 Cr
    • Highest Return In 1 Yr14.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 26.30
    0.13%
    -0.08%
    Moderate Risk
    4,413.44Cr
    ₹ 31.23
    0.40%
    0.25%
    Low to Moderate Risk
    1,269.89Cr
    ₹ 51.44
    0.73%
    0.30%
    High Risk
    1,591.48Cr
    HSBC Banking & PSU Debt fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 26.30
    • Fund Size4,413.44Cr
    Fund Return0.13%
    Category Return-0.08%
    HSBC Low Duration Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 31.23
    • Fund Size1,269.89Cr
    Fund Return0.40%
    Category Return0.25%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.44
    • Fund Size1,591.48Cr
    Fund Return0.73%
    Category Return0.30%
    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 AUM5,220.14 Cr
    • Highest Return In 1 Yr11.31 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 30.20
    1.40%
    -%
    Very High Risk
    141.89Cr
    --
    ₹ 20.94
    0.57%
    0.44%
    Low Risk
    2,326.90Cr
    --
    ₹ 30.73
    0.73%
    -%
    Very High Risk
    373.03Cr
    HSBC Nifty Next 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.20
    • Fund Size141.89Cr
    Fund Return1.40%
    Category Return--
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.94
    • Fund Size2,326.90Cr
    Fund Return0.57%
    Category Return0.44%
    HSBC Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.73
    • Fund Size373.03Cr
    Fund Return0.73%
    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 AUM22,086.20 Cr
    • Highest Return In 1 Yr14.67 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 28.10
    2.75%
    0.41%
    Very High Risk
    1,723.43Cr
    ₹ 51.44
    0.73%
    0.30%
    High Risk
    1,591.48Cr
    ₹ 551.40
    1.90%
    0.44%
    Very High Risk
    1,918.97Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.10
    • Fund Size1,723.43Cr
    Fund Return2.75%
    Category Return0.41%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.44
    • Fund Size1,591.48Cr
    Fund Return0.73%
    Category Return0.30%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 551.40
    • Fund Size1,918.97Cr
    Fund Return1.90%
    Category Return0.44%
    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 AUM4,705.22 Cr
    • Highest Return In 1 Yr6.95 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 38.39
    0.05%
    0.13%
    Moderately High risk
    786.83Cr
    ₹ 51.44
    0.73%
    0.30%
    High Risk
    1,591.48Cr
    --
    ₹ 20.94
    0.57%
    0.44%
    Low Risk
    2,326.90Cr
    HSBC Equity Savings Direct Plan Growth Plan
    Moderately High risk
    • NAV₹ 38.39
    • Fund Size786.83Cr
    Fund Return0.05%
    Category Return0.13%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.44
    • Fund Size1,591.48Cr
    Fund Return0.73%
    Category Return0.30%
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.94
    • Fund Size2,326.90Cr
    Fund Return0.57%
    Category Return0.44%
    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 AUM79,819.73 Cr
    • Highest Return In 1 Yr53.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 46.50
    0.19%
    -%
    Very High Risk
    1,152.07Cr
    --
    ₹ 11.70
    6.12%
    -%
    Very High Risk
    51.80Cr
    --
    ₹ 31.43
    5.48%
    -%
    Very High Risk
    74.51Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 46.50
    • Fund Size1,152.07Cr
    Fund Return0.19%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.70
    • Fund Size51.80Cr
    Fund Return6.12%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 31.43
    • Fund Size74.51Cr
    Fund Return5.48%
    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 AUM20,532.40 Cr
    • Highest Return In 1 Yr5.70 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 106.65
    1.77%
    0.15%
    Very High Risk
    4,459.68Cr
    --
    ₹ 17.88
    1.50%
    0.41%
    Very High Risk
    1,041.16Cr
    ₹ 248.87
    0.87%
    -0.05%
    Very High Risk
    5,247.71Cr
    Edelweiss Large & Mid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 106.65
    • Fund Size4,459.68Cr
    Fund Return1.77%
    Category Return0.15%
    Edelweiss Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.88
    • Fund Size1,041.16Cr
    Fund Return1.50%
    Category Return0.41%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 248.87
    • Fund Size5,247.71Cr
    Fund Return0.87%
    Category Return-0.05%
    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 AUM50,461.59 Cr
    • Highest Return In 1 Yr21.28 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 22.99
    0.29%
    -0.05%
    Moderate Risk
    787.59Cr
    ₹ 36.08
    0.41%
    0.08%
    Moderate Risk
    523.45Cr
    ₹ 28.56
    0.46%
    0.38%
    Low to Moderate Risk
    6,012.07Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 22.99
    • Fund Size787.59Cr
    Fund Return0.29%
    Category Return-0.05%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 36.08
    • Fund Size523.45Cr
    Fund Return0.41%
    Category Return0.08%
    HSBC Money Market Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 28.56
    • Fund Size6,012.07Cr
    Fund Return0.46%
    Category Return0.38%
    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 AUM30,081.34 Cr
    • Highest Return In 1 Yr9.18 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 28.89
    0.15%
    -0.00%
    Moderate Risk
    4,538.79Cr
    ₹ 75.94
    0.04%
    -0.12%
    Moderate Risk
    295.06Cr
    ₹ 64.74
    -0.09%
    0.35%
    Very High Risk
    5,650.04Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 28.89
    • Fund Size4,538.79Cr
    Fund Return0.15%
    Category Return-0.00%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 75.94
    • Fund Size295.06Cr
    Fund Return0.04%
    Category Return-0.12%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 64.74
    • Fund Size5,650.04Cr
    Fund Return-0.09%
    Category Return0.35%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (36.02%)
    DEBT (25.20%)
    CASH (38.78%)
    Allocation by Market Cap
    Large Cap(42.44%)
    Mid Cap(18.90%)
    Small Cap(3.26%)
    Industry Holdings
    • Banks Regional21.51%
    • Internet Retail9.04%
    • Asset Management8.06%
    • Telecom Services7.80%
    • Drug Manufacturers Specialty Generic5.95%
    • Information Technology Services4.80%
    Stock Holdings
    • Bharti Airtel Ltd5.47%
    • Bharti Airtel Limited3.75%
    • Eternal Ltd3.62%
    • Jio Financial Services Limited3.12%
    • Jio Financial Services Ltd3.10%
    • State Bank Of India2.97%

    bt_logoPERFORMANCE 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.
      ----

    bt_logoHISTORICAL 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.
      1.02
      This Fund
      VS
      0.73
      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.
      1.42
      This Fund
      VS
      1.21
      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.
      7.29
      This Fund
      VS
      4.36
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

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

    bt_logoTOP 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)

    bt_logoABOUT THE AMC

    company icon
    HSBC Asset Management (India) Private Ltd
    HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,40,064.20 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
    phone icon
    Phone
    +91 22 66145000
    mail icon
    Email
    hsbcmf@hsbc.co.in
    aum
    AUM
    1,40,064.20 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    bt_logoFAQ's

    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 Dec 24, 2025 is ₹38.39
    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 0.05%, 3 months is 0.41%, 6 months is 5.91%, and 1 year is 2.81%
    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 15.05% and 5 years is 12.92%.
    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 786.83 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 36.02% in Equity, 25.20% in Debt and 38.78% in Cash & Money Market Securities