The scheme seeks 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.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Mayank Chaturvedi
Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of HSBC Equity Savings Fund is ₹36.4 as of 2026-10-12.
HSBC Equity Savings Fund is classified as a Equity Savings fund.
HSBC Equity Savings Fund is managed by HSBC Mutual Fund.
The Assets Under Management (AUM) of HSBC Equity Savings Fund is ₹1,557.92 Cr.
The expense ratio of HSBC Equity Savings Fund is 2.4%.
HSBC Equity Savings Fund is managed by Mayank Chaturvedi.
The minimum SIP investment for HSBC Equity Savings Fund is ₹500.
The exit load for HSBC Equity Savings Fund is 0.5%.
As per the SEBI Riskometer, HSBC Equity Savings Fund carries a Moderate risk level.
HSBC Equity Savings Fund has delivered 4.97% (1Y), 11.24% (3Y) and 9.76% (5Y) annualised returns as of 2026-10-12.
HSBC Equity Savings Fund was launched on 2002-05-27.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
