HSBC Equity Savings Fund (G) Mutual fund

HSBC Equity Savings Fund (G)

Q: How to Invest in HSBC Equity Saving Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is HSBC Equity Saving Fund good?

The HSBC Equity Saving Fund has an AUM of ₹583.31 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 9.20%. The risk is Moderate against the category average of 30.21.

Q: Is HSBC Equity Saving Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of HSBC Equity Saving Fund?

There is no lock-in period applicable on HSBC Equity Saving Fund.

Q: What is the expense ratio of HSBC Equity Saving Fund?

The expense ratio of HSBC Equity Saving Fund is 1.51%.

Hybrid

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Equity Savings

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Fund Details

Current NAV

₹33.83

Expense Ratio

1.51%

Min SIP

₹500

Fund Size

₹583Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

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.

Fund Performance

Alpha

4.25%

Beta

0.31

Sharpe Ratio

1.1355

Risk

5.14%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

HSBC Equity Savings Fund (G) FAQs

Q1. How to Invest in HSBC Equity Saving Fund through Rupeezy?

Q2. Is HSBC Equity Saving Fund good?

Q3. Is HSBC Equity Saving Fund tax free?

Q4. What is the lock-in period of HSBC Equity Saving Fund?

Q5. What is the expense ratio of HSBC Equity Saving Fund?

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