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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.
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.46%Inception · 01-01-2013
NAV
₹36.40
-0.19% · as of 14-10-2026
Since inception
9.00%
CAGR
Benchmark (inception)
8.89%
CAGR
Fund size
₹1,558 Cr
AUM
Expense ratio
2.46%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +9.00% CAGR vs benchmark +8.89%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.03%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.01%
STATE BANK OF INDIA EQ NEW RE. 1/-4.38%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.64%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.78%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-2.39%
RELIANCE STRATEGIC INVESTMENTS LIMITED EQ2.30%
6.36% GOI 2031 (16-Feb-2031)2.27%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.20%
364 Days Tbill (MD 28/01/2027)2.15%
Sector allocation
Financial Services40.15%
Capital Goods8.91%
Automobile and Auto Components7.01%
Healthcare5.18%
Metals & Mining5.13%
Consumer Services3.24%
Fast Moving Consumer Goods2.30%
Telecommunication2.25%
Construction Materials2.03%
Oil, Gas & Consumable Fuels1.18%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 9.0% p.a.₹10,000
10 years
Projected value
₹19,49,656
Invested: ₹12,00,000
Gained: ₹7,49,656
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
M
Mrs. Cheenu Gupta, Mr. Mahesh Chhabria, Mr. Mohd. Asif Rizwi, Mr. Praveen Ayathan, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
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
Edelweiss Equity SavIngs Reg Gr
₹27.20
1Y
+5.7%
3Y
+9.7%
5Y
+7.9%
Quant Equity SavIngs Fund Gr Reg Plan
₹10.67
1Y
+5.6%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Equity SavIngs Fund Reg Plan Gr
₹11.42
1Y
+3.5%
3Y
+0.0%
5Y
+0.0%
ABSL Equity SavIngs Reg Gr
₹23.13
1Y
+3.4%
3Y
+7.0%
5Y
+5.4%
Bajaj Finserv Equity Savings Fund Reg Gr
₹10.38
1Y
+3.3%
3Y
+0.0%
5Y
+0.0%
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