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hsbc equity savings growth
HSBC Equity Savings Growth

HSBC Equity Savings Growth

  • Moderately High risk
  • Allocation
  • Equity Savings
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NAV as on Dec 26, 2025
i
Price per unit of the scheme.
34.3900-0.26%1 Day Change
-0.74%
Minimum Investment₹5000
Expense Ratio1.50%

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 Growth
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 Growth
    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 Yr15.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 107.50
    -0.94%
    -1.11%
    Very High Risk
    245.87Cr
    --
    ₹ 27.93
    0.73%
    -0.87%
    Very High Risk
    1,723.43Cr
    ₹ 68.90
    -0.86%
    -0.39%
    Moderately High risk
    148.63Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 107.50
    • Fund Size245.87Cr
    Fund Return-0.94%
    Category Return-1.11%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.93
    • Fund Size1,723.43Cr
    Fund Return0.73%
    Category Return-0.87%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 68.90
    • Fund Size148.63Cr
    Fund Return-0.86%
    Category Return-0.39%
    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
    0.03%
    -0.05%
    Moderate Risk
    4,413.44Cr
    ₹ 31.25
    0.39%
    0.26%
    Low to Moderate Risk
    1,269.89Cr
    ₹ 51.33
    -0.14%
    -0.48%
    High Risk
    1,591.48Cr
    HSBC Banking & PSU Debt fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 26.30
    • Fund Size4,413.44Cr
    Fund Return0.03%
    Category Return-0.05%
    HSBC Low Duration Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 31.25
    • Fund Size1,269.89Cr
    Fund Return0.39%
    Category Return0.26%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.33
    • Fund Size1,591.48Cr
    Fund Return-0.14%
    Category Return-0.48%
    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 Yr6.91 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 38.29
    -0.67%
    -0.19%
    Moderately High risk
    786.83Cr
    ₹ 51.33
    -0.14%
    -0.48%
    High Risk
    1,591.48Cr
    --
    ₹ 20.94
    0.52%
    0.48%
    Low Risk
    2,326.90Cr
    HSBC Equity Savings Direct Plan Growth Plan
    Moderately High risk
    • NAV₹ 38.29
    • Fund Size786.83Cr
    Fund Return-0.67%
    Category Return-0.19%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.33
    • Fund Size1,591.48Cr
    Fund Return-0.14%
    Category Return-0.48%
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.94
    • Fund Size2,326.90Cr
    Fund Return0.52%
    Category Return0.48%
    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
    ₹ 46.41
    -1.35%
    -%
    Very High Risk
    1,152.07Cr
    --
    ₹ 11.70
    6.12%
    -%
    Very High Risk
    51.80Cr
    --
    ₹ 31.49
    4.36%
    -%
    Very High Risk
    74.51Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 46.41
    • Fund Size1,152.07Cr
    Fund Return-1.35%
    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₹ 31.49
    • Fund Size74.51Cr
    Fund Return4.36%
    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 AUM22,086.20 Cr
    • Highest Return In 1 Yr15.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 27.93
    0.73%
    -0.87%
    Very High Risk
    1,723.43Cr
    ₹ 51.33
    -0.14%
    -0.48%
    High Risk
    1,591.48Cr
    ₹ 549.31
    0.31%
    -0.65%
    Very High Risk
    1,918.97Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.93
    • Fund Size1,723.43Cr
    Fund Return0.73%
    Category Return-0.87%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.33
    • Fund Size1,591.48Cr
    Fund Return-0.14%
    Category Return-0.48%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 549.31
    • Fund Size1,918.97Cr
    Fund Return0.31%
    Category Return-0.65%
    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 Yr10.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 30.20
    -0.36%
    -%
    Very High Risk
    141.89Cr
    --
    ₹ 20.94
    0.52%
    0.48%
    Low Risk
    2,326.90Cr
    --
    ₹ 30.62
    -0.60%
    -%
    Very High Risk
    373.03Cr
    HSBC Nifty Next 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.20
    • Fund Size141.89Cr
    Fund Return-0.36%
    Category Return--
    HSBC Arbitrage Fund Direct Growth
    Low Risk--
    • NAV₹ 20.94
    • Fund Size2,326.90Cr
    Fund Return0.52%
    Category Return0.48%
    HSBC Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.62
    • Fund Size373.03Cr
    Fund Return-0.60%
    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 Yr5.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 106.26
    -0.17%
    -1.24%
    Very High Risk
    4,459.68Cr
    --
    ₹ 17.82
    -0.19%
    -0.87%
    Very High Risk
    1,041.16Cr
    ₹ 247.32
    -1.34%
    -1.33%
    Very High Risk
    5,247.71Cr
    Edelweiss Large & Mid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 106.26
    • Fund Size4,459.68Cr
    Fund Return-0.17%
    Category Return-1.24%
    Edelweiss Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.82
    • Fund Size1,041.16Cr
    Fund Return-0.19%
    Category Return-0.87%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 247.32
    • Fund Size5,247.71Cr
    Fund Return-1.34%
    Category Return-1.33%
    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 Yr21.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 23.00
    0.17%
    0.04%
    Moderate Risk
    787.59Cr
    ₹ 36.10
    0.35%
    0.12%
    Moderate Risk
    523.45Cr
    ₹ 28.57
    0.45%
    0.37%
    Low to Moderate Risk
    6,012.07Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 23.00
    • Fund Size787.59Cr
    Fund Return0.17%
    Category Return0.04%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 36.10
    • Fund Size523.45Cr
    Fund Return0.35%
    Category Return0.12%
    HSBC Money Market Fund Direct Plan Growth Option
    Low to Moderate Risk
    • NAV₹ 28.57
    • Fund Size6,012.07Cr
    Fund Return0.45%
    Category Return0.37%
    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 Yr9.20 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 28.91
    0.05%
    0.04%
    Moderate Risk
    4,538.79Cr
    ₹ 75.86
    -0.26%
    -0.06%
    Moderate Risk
    295.06Cr
    ₹ 64.52
    -1.50%
    -0.70%
    Very High Risk
    5,650.04Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 28.91
    • Fund Size4,538.79Cr
    Fund Return0.05%
    Category Return0.04%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 75.86
    • Fund Size295.06Cr
    Fund Return-0.26%
    Category Return-0.06%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 64.52
    • Fund Size5,650.04Cr
    Fund Return-1.50%
    Category Return-0.70%
    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.
      0.90
      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.
      1.23
      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.
      7.28
      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 Growth ?
    The category of HSBC Equity Savings Growth is Allocation - Equity Savings
    What is the current NAV of HSBC Equity Savings Growth ?
    The current NAV of HSBC Equity Savings Growth as on Dec 26, 2025 is ₹34.39
    How safe is HSBC Equity Savings Growth ?
    The risk level of HSBC Equity Savings Growth is Moderately High.
    What are short term returns given by HSBC Equity Savings Growth ?
    The return given by HSBC Equity Savings Growth in 1 month is -0.74%, 3 months is 1.09%, 6 months is 4.67%, and 1 year is 1.51%
    What are the long term returns given by HSBC Equity Savings Growth ?
    The return given by HSBC Equity Savings Growth in 3 years is 13.75% and 5 years is 11.87%.
    What is the expense ratio of HSBC Equity Savings Growth ?
    The expense ratio of HSBC Equity Savings Growth is 1.50%
    What is the AUM of HSBC Equity Savings Growth ?
    The assets under Management (AUM) of HSBC Equity Savings Growth is Rs 786.83 crores.
    What is the minimum investment in HSBC Equity Savings Growth ?
    The minimum Lumpsum investment in HSBC Equity Savings Growth is ₹5,000.00 and the minimum SIP investment in HSBC Equity Savings Growth is ₹1,000.00
    What is the asset allocation of HSBC Equity Savings Growth?
    HSBC Equity Savings Growth has an exposure of 36.02% in Equity, 25.20% in Debt and 38.78% in Cash & Money Market Securities