Hsbc Equity Savings Fund Regular Plan Quarterly Idcw

Risk: Moderately High
₹ 16.88
NAV (Oct 21,2024)

The HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW offers a convenient investment opportunity with a minimum investment of ₹5000. Established on October 18, 2011, this fund has an expense ratio of 1.51. With a price-to-earnings ratio of 52.09 and a price-to-book ratio of 9.67, it provides potential for long-term growth. With a scheme AUM of ₹211.17, this fund offers investors the opportunity to earn regular income on a quarterly basis.

Hsbc Equity Savings Fund Regular Plan Quarterly Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Equity Savings Fund Regular Plan Quarterly Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    64.45
  • P/B Ratio
    UM_URBAN_MONEY

    10.53
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.51%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 292.11 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Oct 23, 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₹ 10,397.9 (3.98%)₹ 11,289.91 (12.90%)₹ 12,536.64 (25.37%)₹ 14,407.17 (44.07%)₹ 18,903.05 (89.03%)
₹ 30,000₹ 31,193.7 (3.98%)₹ 33,869.73 (12.90%)₹ 37,609.92 (25.37%)₹ 43,221.51 (44.07%)₹ 56,709.15 (89.03%)
₹ 50,000₹ 51,989.5 (3.98%)₹ 56,449.55 (12.90%)₹ 62,683.2 (25.37%)₹ 72,035.85 (44.07%)₹ 94,515.25 (89.03%)
₹ 80,000₹ 83,183.2 (3.98%)₹ 90,319.28 (12.90%)₹ 1,00,293.12 (25.37%)₹ 1,15,257.36 (44.07%)₹ 1,51,224.4 (89.03%)
₹ 1,00,000₹ 1,03,979 (3.98%)₹ 1,12,899.1 (12.90%)₹ 1,25,366.4 (25.37%)₹ 1,44,071.7 (44.07%)₹ 1,89,030.5 (89.03%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Bharat Electronics Limited7.57%
  • GOVERNMENT OF INDIA JUN G SEC5.16%
  • HDFC Bank Limited4.64%
  • Steel Authority of India Limited4.51%
  • Larsen & Toubro Limited4.15%
  • Rec Limited3.73%
  • National Housing Bank3.43%
  • GOI NOV3.43%
  • United Spirits Limited3.33%
  • Transformers And Rectifiers India Limited3.12%
  • Canara Bank2.61%
  • Ambuja Cements Limited2.54%
  • Medi Assist Healthcare Services Limited2.41%
  • Pidilite Industries Limited2.13%
  • Treps2.06%
  • Bharat Heavy Electricals Limited2.05%
  • Blue Star Limited1.94%
  • ICICI Bank Limited1.88%
  • GE TandD India Limited1.86%
  • GOI JUN1.78%
  • GOI OCT1.75%
  • Axis Bank Limited1.65%
  • Suzlon Energy Limited1.63%
  • CG Power and Industrial Solutions Limited1.54%
  • Prestige Estates Projects Limited1.53%
  • KEI Industries Limited1.43%
  • GOI APR1.38%
  • Safari Industries India Limited1.35%
  • Trent Limited1.25%
  • EIH Limited1.18%
  • Eureka Forbes Limited1.14%
  • Zensar Technologies Limited1.09%
  • Aditya Vision Limited1.07%
  • Timken India Limited1.04%
  • Ahluwalia Contracts India Limited1.00%
  • Varun Beverages Limited0.98%
  • Sobha Limited0.98%
  • Persistent Systems Limited0.95%
  • Godrej Properties Limited0.95%
  • The Indian Hotels Company Limited0.93%
  • Electronics Mart India Limited0.93%
  • REC Limited0.92%
  • Zomato Limited0.92%
  • Siemens Limited0.83%
  • Cholamandalam Investment & Finance Company Limited0.76%
  • KPIT Technologies Limited0.75%
  • TD Power Systems Limited0.74%
  • Kaynes Technology India Ltd0.70%
  • National Aluminium Company Limited0.69%
  • Dixon Technologies India Limited0.64%
  • Prudent Corporate Advisory Services Limited0.56%
  • Bandhan Bank Limited0.48%
  • Mahindra Holidays and Resorts India Limited0.48%
  • Sonata Software Limited0.42%
  • Hindustan Petroleum Corporation Limited0.40%
  • Zee Entertainment Enterprises Limited0.35%
  • GAIL India Limited0.32%
  • Abbott India Limited0.11%
  • Balkrishna Industries Limited0.09%
  • Sundaram Finance Limited0.07%
  • Infosys Limited0.06%
  • Aurobindo Pharma Limited0.04%
  • Net Current Assets including cash & bank balances-0.45%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

10.36%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

8.77%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

8.75%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.65%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

6.09%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

5.73%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

5.09%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

4.65%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

4.26%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

20.29%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

18.76%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

17.45%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.74%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

13.41%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

12.57%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

11.63%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

10.98%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

10.16%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

10.89%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.79%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.59%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.28%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.19%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

8.56%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.48%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

13.65%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

11.86%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

11.79%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.86%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

10.68%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

9.35%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.18%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

8.59%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.79%

Show all Funds

Fund Managers

CG

Ms. Cheenu GuptaFund Manager

AG

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

PA

Mr. Praveen AyathanFund Manager

MC

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.

Get your latest Credit Score, FREE

Compare with similar Funds

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Bandhan Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Sundaram Equity Savings Fund - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

DSP Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Tata Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Mirae Asset Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Edelweiss Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Invesco India Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW

vs

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW?

The HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW is a Moderately High risk mutual fund option offered by HSBC.

What is the current NAV (Net Asset Value) of the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW as of Oct 21,2024?

The current NAV of the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW as of Oct 21,2024 is INR 16.88.

What are the returns generated by the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW over the past 1, 3, and 5 years?

The HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW has delivered impressive returns of 22.30% in the past year, 12.39% over 3 years, and 10.77% over 5 years.

What is the expense ratio associated with the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW?

The HSBC Equity Savings Fund's Regular Plan, with Quarterly IDCW, has an expense ratio of 1.51%.

What is the minimum investment amount required for the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW?

The HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW?

Yes, SIP is available for the HSBC Equity Savings Fund - Regular Plan - Quarterly IDCW starting from INR 5000 per month.

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