HSBC Equity Savings Fund
Get the latest NAV of HSBC Equity Savings Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹37.98
NAV as on 17 Mar 2026
9.75%/per year
Since Inception
▲▼
392 people have invested ₹ 1.9Cr in HSBC Equity Savings Fund in the last three months
HSBC Equity Savings Fund Performance vs. Equity Savings Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has consistently outperformed the benchmark (Equity Savings Index) over the last 1Y, 3Y, 5Y time periods.
HSBC Equity Savings Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 10 out of 12 mutual funds in the equity savings category as per INDmoney.
HSBC Equity Savings Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Equity Savings Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
HSBC Equity Savings Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Government & Industrial
Financial Services
40%
Government
26%
Industrial
24%
Financial Services
39%
Government
27%
Industrial
19%
HSBC Equity Savings Fund Holdings Details
as on (28-Feb-26)
HSBC Equity Savings Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.67% |
Benchmark | NIFTY Equity Savings TR INR |
| AUM | ₹780 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 124.18% |
| Risk |   Moderately High risk |
About HSBC Equity Savings Fund
HSBC Equity Savings Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Mayank Chaturvedi, Praveen Ayathan, Mohd Asif Rizwi, Cheenu Gupta, Mahesh Chhabria. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Equity Savings Fund has ₹780 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
HSBC Equity Savings Fund has given a CAGR return of 9.75% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.33%, 14.12% and 11.44% respectively.
Holdings
HSBC Equity Savings Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Industrial, Corporate, Consumer Cyclical, Health, Communication, Basic Materials, Energy, Consumer Defensive, Tech, Utilities.
Taxation
As it is a equity savings mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HSBC Equity Savings Fund
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 investment objective of the scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Equity Savings Fund has no lock in period.
Fund Manager
Mayank Chaturvedi
Fund Manager of HSBC Equity Savings Fund, since 1 October 2025
Praveen Ayathan
Fund Manager of HSBC Equity Savings Fund, since 1 October 2023
Mohd Asif Rizwi
Fund Manager of HSBC Equity Savings Fund, since 1 February 2025
Cheenu Gupta
Fund Manager of HSBC Equity Savings Fund, since 2 July 2021
Mahesh Chhabria
Fund Manager of HSBC Equity Savings Fund, since 15 July 2023
- AUM of the fund stands at 780.1 Cr as of Feb'26
- AUM increased by 28.4 Cr between Feb'26 and Jan'26
Frequently Asked Questions for HSBC Equity Savings Fund
How do I invest in HSBC Equity Savings Fund?
- Download the INDmoney app.
- Search for ‘HSBC Equity Savings Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.