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HSBC Mutual Fund · Hybrid: Equity Savings
HSBC Equity Savings Fund - Regular Growth
The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Benchmark · NIFTY Equity Savings TRITER · 5.53%Inception · 01-01-2013
NAV
₹35.69
+0.37% · as of 14-05-2026
Since inception
9.12%
CAGR
Benchmark (inception)
9.17%
CAGR
Fund size
₹9 Cr
AUM
Expense ratio
5.53%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +9.12% CAGR vs benchmark +9.17%.
Portfolio
Where the money is invested
Top holdings
Laurus Labs Limited995.50%
Godrej Consumer Products Limited989.30%
State Bank of India984.30%
Shriram Finance Limited875.50%
HDFC Bank Limited735.90%
Tata Technologies Limited511.40%
LIC Housing Finance Limited497.90%
Container Corporation of India Limited426.25%
Bharat Electronics Limited402.60%
Ambuja Cements Limited402.50%
Sector allocation
Financial Services24.31%
Capital Goods13.56%
Oil, Gas & Consumable Fuels7.82%
Telecommunication6.14%
Automobile and Auto Components6.00%
Consumer Services2.75%
Construction Materials2.46%
Healthcare2.30%
Metals & Mining1.61%
Fast Moving Consumer Goods1.43%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 9.1% p.a.₹10,000
10 years
Projected value
₹19,63,133
Invested: ₹12,00,000
Gained: ₹7,63,133
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Cheenu Gupta, Mahesh Chhabria, Mohd. Asif Rizwi, Praveen Ayathan, Mayank Chaturvedi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151058
ISIN (Growth)
INF917K01AA5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Equity Savings funds
WhiteOak Capital Equity Savings Fund Reg Plan Gr
₹11.20
1Y
+7.5%
3Y
+0.0%
5Y
+0.0%
Edelweiss Equity Savings Reg Gr
₹26.34
1Y
+6.9%
3Y
+10.9%
5Y
+9.3%
Kotak Equity Savings Reg Gr
₹27.02
1Y
+5.7%
3Y
+10.4%
5Y
+10.0%
ABSL Equity Savings Reg Gr
₹22.83
1Y
+5.5%
3Y
+8.7%
5Y
+7.3%
Mirae Asset Equity Savings Reg Gr
₹20.76
1Y
+4.6%
3Y
+10.3%
5Y
+9.4%
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