Hybrid
●
Equity Savings
Current NAV
₹34.17
Expense Ratio
1.51%
Min SIP
₹500
Fund Size
₹655Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of units and 0.50% for remaining units on or before 1M, Nil after 1M
Alpha
0.49%
Beta
0.30
Sharpe Ratio
0.248539
Risk
13.58%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(5.80)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Cheenu Gupta
HSBC Equity Savings FundTotal assets under management
₹130.99L Crores
Date of incorporation
12 Dec 2001
Ans.
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Ans. The HSBC Equity Savings Fund has an AUM of ₹655.42 Cr as on 9/5/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 9.71%. The risk is Moderately High against the category average of 32.06.
Ans. 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.
Ans. There is no lock-in period applicable on HSBC Equity Savings Fund.
Ans. The expense ratio of HSBC Equity Savings Fund is 1.51%.