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HSBC Equity Savings Fund (G)

Equity Savings • OPEN
NAV as of May 22, 2026
₹35.71
1 day change
Returns since inception
9.11%
CAGR
AUM (Fund size)
₹905 Cr
NAV: ₹ 35.71
as on May 22, 2026
HSBC Equity Savings Fund (G)

HSBC Equity Savings Fund (G) Overview

AUM (Fund size) ₹ 905 Cr
Expense ratio 5.53 %
Exit load If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 month from the date of allotment.0.50% - For Redemption within 1 month from the date of allotment or Purchase applying First in First Out basis.Nil - For Redemption above 1 month from the date of allotment.
Plan type Regular Fund
Risk Moderate
Lock-in Period Nil
Benchmark NIFTY Equity Savings Index TRI
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 14 yrs 7 m since Sep 27, 2011
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
30.38%
Banks
17.77%
Telecom-Services
6.14%
Automobiles
4.72%
Electrical Equipments
4.34%

Top Holdings

Bharti Airtel 6.14%
SBI 4.25%
O N G C 3.97%
Reliance Industr 3.85%
Aditya Infotech 3.59%
ICICI Bank 3.53%
Bharat Electron 3.37%
M & M 3.27%
TBILL-364D 3.00%
TREPS 2.90%

Peer Comparison

Fund Name 1Y 3Y 5Y
HSBC Equity Savings Fund (G) 10.92% 13.19% 11.06%
Capitalmind Multi Asset Allocation Fund-Dir (G) N/A N/A N/A
Capitalmind Multi Asset Allocation Fund-Dir (IDCW) N/A N/A N/A
Helios Arbitrage Fund - Regular (G) N/A N/A N/A
Helios Arbitrage Fund - Regular (IDCW) N/A N/A N/A
Helios Arbitrage Fund - Direct (G) N/A N/A N/A

Scheme Information

HSBC Equity Savings Fund (G) was launched on 27/09/2011. The fund manages ₹905 Cr in assets. Its current expense ratio is 5.53%.

Fund Manager: Cheenu Gupta

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FAQs on HSBC Equity Savings Fund (G)

The current expense ratio of HSBC Equity Savings Fund (G) is 5.53%.

The AUM of HSBC Equity Savings Fund (G) is ₹905 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, HSBC Equity Savings Fund (G) allows both SIP and lump sum investments.

The latest NAV is ₹35.71.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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