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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 May 15, 2026
i
Price per unit of the scheme.
39.7833-0.21%1 Day Change
2.05%
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 AUM41,371.82 Cr
    • Highest Return In 1 Yr17.75 %
    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
    --
    ₹ 27.59
    1.14%
    0.05%
    Very High Risk
    1,490.66Cr
    ₹ 69.66
    -0.52%
    -0.48%
    Moderately High risk
    134.25Cr
    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₹ 27.59
    • Fund Size1,490.66Cr
    Fund Return1.14%
    Category Return0.05%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 69.66
    • Fund Size134.25Cr
    Fund Return-0.52%
    Category Return-0.48%
    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 AUM41,990.33 Cr
    • Highest Return In 1 Yr21.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 26.57
    -0.14%
    -0.19%
    Moderate Risk
    3,971.89Cr
    ₹ 31.88
    0.21%
    0.12%
    Low to Moderate Risk
    980.88Cr
    ₹ 49.96
    -0.42%
    -0.43%
    High Risk
    1,447.69Cr
    HSBC Banking & PSU Debt fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 26.57
    • Fund Size3,971.89Cr
    Fund Return-0.14%
    Category Return-0.19%
    HSBC Low Duration Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 31.88
    • Fund Size980.88Cr
    Fund Return0.21%
    Category Return0.12%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 49.96
    • Fund Size1,447.69Cr
    Fund Return-0.42%
    Category Return-0.43%
    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 AUM5,251.26 Cr
    • Highest Return In 1 Yr11.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 30.30
    0.72%
    -%
    Very High Risk
    128.91Cr
    --
    ₹ 21.47
    0.44%
    0.42%
    Low Risk
    2,525.80Cr
    --
    ₹ 27.83
    -2.36%
    -%
    Very High Risk
    352.74Cr
    HSBC Nifty Next 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.30
    • Fund Size128.91Cr
    Fund Return0.72%
    Category Return--
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 21.47
    • Fund Size2,525.80Cr
    Fund Return0.44%
    Category Return0.42%
    HSBC Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.83
    • Fund Size352.74Cr
    Fund Return-2.36%
    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 AUM19,842.86 Cr
    • Highest Return In 1 Yr16.94 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 27.59
    1.14%
    0.05%
    Very High Risk
    1,490.66Cr
    ₹ 49.96
    -0.42%
    -0.43%
    High Risk
    1,447.69Cr
    ₹ 507.90
    -3.32%
    -1.75%
    Very High Risk
    1,667.50Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.59
    • Fund Size1,490.66Cr
    Fund Return1.14%
    Category Return0.05%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 49.96
    • Fund Size1,447.69Cr
    Fund Return-0.42%
    Category Return-0.43%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 507.90
    • Fund Size1,667.50Cr
    Fund Return-3.32%
    Category Return-1.75%
    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 AUM4,769.61 Cr
    • Highest Return In 1 Yr11.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 39.78
    2.05%
    0.03%
    Moderately High risk
    796.12Cr
    ₹ 49.96
    -0.42%
    -0.43%
    High Risk
    1,447.69Cr
    --
    ₹ 21.47
    0.44%
    0.42%
    Low Risk
    2,525.80Cr
    HSBC Equity Savings Direct Plan Growth Plan
    Moderately High risk
    • NAV₹ 39.78
    • Fund Size796.12Cr
    Fund Return2.05%
    Category Return0.03%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 49.96
    • Fund Size1,447.69Cr
    Fund Return-0.42%
    Category Return-0.43%
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 21.47
    • Fund Size2,525.80Cr
    Fund Return0.44%
    Category Return0.42%
    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 AUM71,312.00 Cr
    • Highest Return In 1 Yr69.77 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 45.85
    1.75%
    -%
    Very High Risk
    976.62Cr
    --
    ₹ 12.41
    -0.90%
    -%
    Very High Risk
    53.35Cr
    --
    ₹ 39.31
    8.41%
    -%
    Very High Risk
    63.83Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 45.85
    • Fund Size976.62Cr
    Fund Return1.75%
    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₹ 39.31
    • Fund Size63.83Cr
    Fund Return8.41%
    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 AUM18,446.77 Cr
    • Highest Return In 1 Yr11.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 103.05
    -0.19%
    0.61%
    Very High Risk
    4,066.61Cr
    --
    ₹ 17.17
    -0.49%
    0.05%
    Very High Risk
    926.10Cr
    ₹ 245.88
    1.79%
    -0.01%
    Very High Risk
    4,724.03Cr
    Edelweiss Large & Mid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 103.05
    • Fund Size4,066.61Cr
    Fund Return-0.19%
    Category Return0.61%
    Edelweiss Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.17
    • Fund Size926.10Cr
    Fund Return-0.49%
    Category Return0.05%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 245.88
    • Fund Size4,724.03Cr
    Fund Return1.79%
    Category Return-0.01%
    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 AUM43,597.87 Cr
    • Highest Return In 1 Yr21.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 23.30
    0.01%
    -0.21%
    Moderate Risk
    737.20Cr
    ₹ 36.75
    0.12%
    0.80%
    Moderate Risk
    475.54Cr
    ₹ 29.17
    0.18%
    0.11%
    Low to Moderate Risk
    5,970.36Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 23.30
    • Fund Size737.20Cr
    Fund Return0.01%
    Category Return-0.21%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 36.75
    • Fund Size475.54Cr
    Fund Return0.12%
    Category Return0.80%
    HSBC Money Market Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 29.17
    • Fund Size5,970.36Cr
    Fund Return0.18%
    Category Return0.11%
    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 AUM27,574.12 Cr
    • Highest Return In 1 Yr11.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 29.23
    -0.10%
    -0.10%
    Moderate Risk
    3,799.27Cr
    ₹ 75.38
    -0.59%
    -0.52%
    Moderate Risk
    194.72Cr
    ₹ 64.14
    1.38%
    -0.44%
    Very High Risk
    5,005.34Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 29.23
    • Fund Size3,799.27Cr
    Fund Return-0.10%
    Category Return-0.10%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 75.38
    • Fund Size194.72Cr
    Fund Return-0.59%
    Category Return-0.52%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 64.14
    • Fund Size5,005.34Cr
    Fund Return1.38%
    Category Return-0.44%
    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 AUM69,737.84 Cr
    • Highest Return In 1 Yr17.75 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 27.59
    1.14%
    0.05%
    Very High Risk
    1,490.66Cr
    ₹ 49.96
    -0.42%
    -0.43%
    High Risk
    1,447.69Cr
    ₹ 245.88
    1.79%
    -0.01%
    Very High Risk
    4,724.03Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.59
    • Fund Size1,490.66Cr
    Fund Return1.14%
    Category Return0.05%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 49.96
    • Fund Size1,447.69Cr
    Fund Return-0.42%
    Category Return-0.43%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 245.88
    • Fund Size4,724.03Cr
    Fund Return1.79%
    Category Return-0.01%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2026
    EQUITY (36.83%)
    DEBT (24.73%)
    CASH (38.43%)
    Allocation by Market Cap
    Large Cap(41.46%)
    Mid Cap(18.86%)
    Small Cap(8.94%)
    Industry Holdings
    • Banks Regional30.11%
    • Asset Management6.43%
    • Electrical Equipment Parts6.38%
    • Oil Gas Integrated5.32%
    • Steel5.17%
    • Diversified Industrials4.63%
    Stock Holdings
    • ICICI Bank Ltd4.68%
    • State Bank of India4.08%
    • State Bank Of India4.07%
    • Oil & Natural Gas Corp Ltd3.64%
    • Axis Bank Limited3.00%
    • Hdfc Bank Limited3.00%

    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.
      0.95
      This Fund
      VS
      0.54
      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.
      1.37
      This Fund
      VS
      0.81
      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.
      8.10
      This Fund
      VS
      5.18
      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 ₹ 1,23,150.67 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
    1,23,150.67 Cr (
    As on Mar 31, 2026
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    bt_logoFAQs

    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 May 15, 2026 is ₹39.78
    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 2.05%, 3 months is 3.21%, 6 months is 3.42%, and 1 year is 11.00%
    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 14.25% and 5 years is 12.43%.
    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 796.12 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 36.83% in Equity, 24.73% in Debt and 38.43% in Cash & Money Market Securities