Money Lancer
Hybrid: Equity Savings
HSBC Mutual Fund
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 · 1.52%Inception · 01-01-2013
NAV
36.72
+0.42% · as of 15-07-2026
Since inception
9.22%
CAGR
Benchmark (inception)
9.20%
CAGR
Fund size
₹1,127 Cr
AUM
Expense ratio
1.52%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +9.22% CAGR vs benchmark +9.20%.

Portfolio

Where the money is invested

Top holdings

Eicher Motors Limited726400.00%
Divis Laboratories Limited674700.00%
Hero MotoCorp Limited496050.00%
Larsen & Toubro Limited411180.00%
Grasim Industries Limited315740.00%
Mahindra & Mahindra Limited307930.00%
Adani Enterprises Limited296550.00%
Hindustan Unilever Limited215650.00%
Bharti Airtel Limited184500.00%
Sun Pharmaceutical Industries Limited181930.00%

Sector allocation

Financial Services36.37%
Capital Goods13.30%
Metals & Mining6.03%
Healthcare4.74%
Automobile and Auto Components4.58%
Consumer Services3.26%
Fast Moving Consumer Goods2.58%
Construction Materials2.12%
Oil, Gas & Consumable Fuels1.61%
Telecommunication1.46%
Riskometer
LowVery High
Moderately High

What if you'd SIP'd here?

@ 9.2% p.a.
₹10,000
10 years
Projected value
₹19,74,451
Invested: ₹12,00,000
Gained: ₹7,74,451
Start this SIP →

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

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