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Hsbc Equity Savings Fund Growth Direct Plan
NAV (Apr 16,2024)
Introducing the HSBC Equity Savings Fund - Growth - Direct Plan. With an expense ratio of 0.61, PE ratio of 52.09, and PB ratio of 9.67, this fund provides ample opportunities for growth. The scheme has an established date of 2013-01-01, and a minimum investment of INR 5000. Enjoy the convenience of a zero lock-in period, allowing you to withdraw your investment when needed. With assets under management of INR 211.17 crore, this fund is a reliable option for investors.
Hsbc Equity Savings Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Hsbc Equity Savings Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio61.54
- P/B Ratio10.91
- Alpha0
- Beta0
- Sharpe0.23
- Sortino0.36
Fund Overview
0.61%
0%
No Lock-in
₹ 230.16 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 18, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,602.85 (6.03%) | ₹ 11,108.06 (11.08%) | ₹ 12,353.2 (23.53%) | ₹ 14,560.91 (45.61%) | ₹ 17,084.47 (70.84%) |
₹ 30,000 | ₹ 31,808.55 (6.03%) | ₹ 33,324.18 (11.08%) | ₹ 37,059.6 (23.53%) | ₹ 43,682.73 (45.61%) | ₹ 51,253.41 (70.84%) |
₹ 50,000 | ₹ 53,014.25 (6.03%) | ₹ 55,540.3 (11.08%) | ₹ 61,766 (23.53%) | ₹ 72,804.55 (45.61%) | ₹ 85,422.35 (70.84%) |
₹ 80,000 | ₹ 84,822.8 (6.03%) | ₹ 88,864.48 (11.08%) | ₹ 98,825.6 (23.53%) | ₹ 1,16,487.28 (45.61%) | ₹ 1,36,675.76 (70.84%) |
₹ 1,00,000 | ₹ 1,06,028.5 (6.03%) | ₹ 1,11,080.6 (11.08%) | ₹ 1,23,532 (23.53%) | ₹ 1,45,609.1 (45.61%) | ₹ 1,70,844.7 (70.84%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Bharat Electronics Limited6.54%
- GOVERNMENT OF INDIA JUN G SEC6.48%
- United Spirits Limited5.62%
- HDFC Bank Limited5.57%
- Larsen & Toubro Limited5.40%
- GOI NOV4.43%
- GOI APR4.04%
- Canara Bank3.28%
- Medi Assist Healthcare Services Limited3.15%
- Ambuja Cements Limited3.11%
- Pidilite Industries Limited2.75%
- GE TandD India Limited2.40%
- Treps2.33%
- Sonata Software Limited2.32%
- GOI OCT2.27%
- GOI JUN2.24%
- Transformers And Rectifiers India Limited2.23%
- The Indian Hotels Company Limited2.15%
- Axis Bank Limited2.07%
- Blue Star Limited1.99%
- CG Power and Industrial Solutions Limited1.65%
- KEI Industries Limited1.53%
- Eureka Forbes Limited1.53%
- Safari Industries India Limited1.50%
- Aditya Vision Limited1.46%
- Persistent Systems Limited1.41%
- Trent Limited1.37%
- Zensar Technolgies Limited1.37%
- Zomato Limited1.19%
- Electronics Mart India Limited1.12%
- Ahluwalia Contracts India Limited1.11%
- Godrej Properties Limited1.00%
- KPIT Technologies Limited0.97%
- Timken India Limited0.96%
- Sobha Limited0.94%
- Cholamandalam Investment & Finance Company Limited0.90%
- Mankind Pharma Limited0.90%
- TD Power Systems Limited0.84%
- Siemens Limited0.82%
- Kaynes Technology India Ltd0.75%
- Sundaram Finance Limited0.72%
- National Aluminium Company Limited0.70%
- Dixon Technologies India Limited0.65%
- Mahindra Holidays and Resorts India Limited0.60%
- Bandhan Bank Limited0.59%
- Steel Authority of India Limited0.56%
- Prudent Corporate Advisory Services Limited0.55%
- Hindustan Petroleum Corporation Limited0.45%
- Zee Entertainment Enterprises Limited0.42%
- Gail India Limited0.36%
- ICICI Bank Limited0.32%
- Abbott India Limited0.14%
- Balkrishna Industries Limited0.09%
- Infosys Limited0.08%
- Net Current Assets including cash & bank balances0.06%
- Aurobindo Pharma Limited0.05%
- Miscellaneous19.46%
- Electric Equipment7.93%
- Bank - Private6.48%
- IT - Software6.16%
- Retailing3.95%
- Business Support3.15%
- Chemicals2.75%
- Air Conditioners1.99%
- Finance - NBFC1.62%
- Cable1.53%
- e-Commerce1.19%
- Bearings0.96%
- Finance - Others0.55%
- Refineries0.45%
- Tyres & Allied0.09%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 9.85% |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.74% |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.07% |
Sundaram Equity Savings Fund - Growth | HYBRID | Moderately High | 8.33% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.24% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 8.06% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.82% |
Mirae Asset Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.80% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 6.16% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 5.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Sundaram Equity Savings Fund - Growth | HYBRID | Moderately High | 20.06% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 19.91% |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.92% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 16.72% |
Mirae Asset Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 16.37% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 15.33% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 14.92% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 12.93% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 12.67% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 10.78% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 12.12% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 11.56% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 11.53% |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.79% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.61% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 9.09% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 8.19% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 7.77% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.54% |
Bandhan Equity Savings Fund - Regular Plan - Growth | HYBRID | Low to Moderate | 6.95% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 11.06% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 10.61% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 10.13% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.18% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.54% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.32% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.13% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 7.89% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.81% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 2.69% |
Fund Managers
Ms. Cheenu GuptaFund Manager
Mr. Abhishek GuptaFund Manager
Abhishek Gupta has joined Edelweiss Asset Management as the Fund Manager (Equities) and has over 16 years of work experience in Indian Equity markets. Prior to joining Edelweiss, he was associated with Goldman Sachs Asset Management for over a decade. His previous stints also include, Deutsche AMC (India), Baer Capital Partners & Nippon Asset Management formerly known as Reliance Mutual Fund
Mr. Praveen AyathanFund Manager
Mr. Mahesh ChhabriaAssistant Fund Manager and Credit Analyst
Mr. Mahesh Chhabria has 10 Years of experience in Mutual fund industry. At present he is in FIL Fund Management Private Limited as Credit Analyst and Assistant Portfolio Manager.
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HSBC Equity Savings Fund - Growth - Direct Plan
HSBC Equity Savings Fund - Growth - Direct Plan
HSBC Equity Savings Fund - Growth - Direct Plan
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