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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 Nov 26, 2025
i
Price per unit of the scheme.
38.55070.24%1 Day Change
0.36%
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 AUM47,074.93 Cr
    • Highest Return In 1 Yr11.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.52
    0.53%
    -0.27%
    Very High Risk
    246.30Cr
    --
    ₹ 27.73
    0.60%
    -0.41%
    Very High Risk
    1,708.01Cr
    ₹ 69.50
    -0.42%
    0.53%
    Moderately High risk
    150.92Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 108.52
    • Fund Size246.30Cr
    Fund Return0.53%
    Category Return-0.27%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.73
    • Fund Size1,708.01Cr
    Fund Return0.60%
    Category Return-0.41%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 69.50
    • Fund Size150.92Cr
    Fund Return-0.42%
    Category Return0.53%
    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 AUM49,116.22 Cr
    • Highest Return In 1 Yr9.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 26.30
    0.66%
    0.49%
    Moderate Risk
    4,424.78Cr
    ₹ 31.13
    0.59%
    0.50%
    Low to Moderate Risk
    1,182.48Cr
    ₹ 51.40
    0.50%
    0.92%
    High Risk
    1,587.94Cr
    HSBC Banking & PSU Debt fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 26.30
    • Fund Size4,424.78Cr
    Fund Return0.66%
    Category Return0.49%
    HSBC Low Duration Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 31.13
    • Fund Size1,182.48Cr
    Fund Return0.59%
    Category Return0.50%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.40
    • Fund Size1,587.94Cr
    Fund Return0.50%
    Category Return0.92%
    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 AUM5,256.36 Cr
    • Highest Return In 1 Yr9.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 30.31
    -0.20%
    -%
    Very High Risk
    142.50Cr
    --
    ₹ 20.84
    0.59%
    0.53%
    Low Risk
    2,402.56Cr
    --
    ₹ 30.80
    1.72%
    -%
    Very High Risk
    364.41Cr
    HSBC Nifty Next 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.31
    • Fund Size142.50Cr
    Fund Return-0.20%
    Category Return--
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.84
    • Fund Size2,402.56Cr
    Fund Return0.59%
    Category Return0.53%
    HSBC Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.80
    • Fund Size364.41Cr
    Fund Return1.72%
    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 AUM21,898.28 Cr
    • Highest Return In 1 Yr11.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 27.73
    0.60%
    -0.41%
    Very High Risk
    1,708.01Cr
    ₹ 51.40
    0.50%
    0.92%
    High Risk
    1,587.94Cr
    ₹ 547.63
    1.56%
    1.27%
    Very High Risk
    1,893.21Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.73
    • Fund Size1,708.01Cr
    Fund Return0.60%
    Category Return-0.41%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.40
    • Fund Size1,587.94Cr
    Fund Return0.50%
    Category Return0.92%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 547.63
    • Fund Size1,893.21Cr
    Fund Return1.56%
    Category Return1.27%
    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 AUM4,749.44 Cr
    • Highest Return In 1 Yr6.94 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 38.55
    0.36%
    0.38%
    Moderately High risk
    758.94Cr
    ₹ 51.40
    0.50%
    0.92%
    High Risk
    1,587.94Cr
    --
    ₹ 20.84
    0.59%
    0.53%
    Low Risk
    2,402.56Cr
    HSBC Equity Savings Direct Plan Growth Plan
    Moderately High risk
    • NAV₹ 38.55
    • Fund Size758.94Cr
    Fund Return0.36%
    Category Return0.38%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.40
    • Fund Size1,587.94Cr
    Fund Return0.50%
    Category Return0.92%
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.84
    • Fund Size2,402.56Cr
    Fund Return0.59%
    Category Return0.53%
    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 AUM79,597.54 Cr
    • Highest Return In 1 Yr35.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 47.05
    -0.97%
    -%
    Very High Risk
    1,161.00Cr
    --
    ₹ 11.48
    -2.63%
    -%
    Very High Risk
    52.55Cr
    --
    ₹ 30.85
    0.68%
    -%
    Very High Risk
    68.67Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 47.05
    • Fund Size1,161.00Cr
    Fund Return-0.97%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.48
    • Fund Size52.55Cr
    Fund Return-2.63%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.85
    • Fund Size68.67Cr
    Fund Return0.68%
    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 AUM20,381.67 Cr
    • Highest Return In 1 Yr6.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 106.44
    2.46%
    -0.26%
    Very High Risk
    4,346.62Cr
    --
    ₹ 17.85
    0.83%
    -0.41%
    Very High Risk
    1,030.16Cr
    ₹ 250.69
    -0.12%
    0.67%
    Very High Risk
    5,267.09Cr
    Edelweiss Large & Mid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 106.44
    • Fund Size4,346.62Cr
    Fund Return2.46%
    Category Return-0.26%
    Edelweiss Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.85
    • Fund Size1,030.16Cr
    Fund Return0.83%
    Category Return-0.41%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 250.69
    • Fund Size5,267.09Cr
    Fund Return-0.12%
    Category Return0.67%
    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 AUM50,413.25 Cr
    • Highest Return In 1 Yr21.58 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 22.96
    0.66%
    0.61%
    Moderate Risk
    782.04Cr
    ₹ 35.97
    0.63%
    0.64%
    Moderate Risk
    535.11Cr
    ₹ 28.45
    0.57%
    0.46%
    Low to Moderate Risk
    5,525.49Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 22.96
    • Fund Size782.04Cr
    Fund Return0.66%
    Category Return0.61%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 35.97
    • Fund Size535.11Cr
    Fund Return0.63%
    Category Return0.64%
    HSBC Money Market Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 28.45
    • Fund Size5,525.49Cr
    Fund Return0.57%
    Category Return0.46%
    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 AUM30,095.64 Cr
    • Highest Return In 1 Yr9.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 28.89
    0.66%
    0.55%
    Moderate Risk
    4,438.41Cr
    ₹ 76.06
    0.11%
    0.14%
    Moderate Risk
    292.51Cr
    ₹ 65.50
    -0.22%
    -0.21%
    Very High Risk
    5,663.01Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 28.89
    • Fund Size4,438.41Cr
    Fund Return0.66%
    Category Return0.55%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 76.06
    • Fund Size292.51Cr
    Fund Return0.11%
    Category Return0.14%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 65.50
    • Fund Size5,663.01Cr
    Fund Return-0.22%
    Category Return-0.21%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (35.02%)
    DEBT (26.09%)
    CASH (38.89%)
    Allocation by Market Cap
    Large Cap(12.31%)
    Mid Cap(17.81%)
    Small Cap(2.23%)
    Industry Holdings
    • -%
    Stock Holdings
    • Bharti Airtel Ltd5.54%
    • Eternal Ltd3.98%
    • Jio Financial Services Ltd3.22%
    • State Bank of India2.93%
    • Divi's Laboratories Ltd2.80%
    • HDFC Bank Ltd2.78%

    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
      0.74
      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.
      1.40
      This Fund
      VS
      1.24
      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
      4.40
      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 ₹ 1,39,739.96 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
    aum
    AUM
    1,39,739.96 Cr (
    As on Oct 31, 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 Nov 26, 2025 is ₹38.55
    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 0.36%, 3 months is 2.61%, 6 months is 7.58%, and 1 year is 6.13%
    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 14.85% and 5 years is 13.60%.
    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 758.94 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 35.02% in Equity, 26.09% in Debt and 38.89% in Cash & Money Market Securities