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HSBC Equity Savings Fund
Equity SavingsRank #2
5/5
NAV (2026-09-11)
₹36.73
AUM
₹1,475.34 Cr
Exp. Ratio: 2.46%
RISK LEVEL
Moderately High
Returns & Performance
1 Year7.14%3.65% vs cat avgRank #3
3 Year11.76%4.12% vs cat avgRank #1
5 Year10.08%2.97% vs cat avgRank #1
Since Launch9.12%1.24% vs cat avg
Fund vs Category Average
1Y
7.14%+3.65%
3Y
11.76%+4.12%
5Y
10.08%+2.97%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#3)
✔Overall top-10 rank in category (#2)
✔Outperforms category avg since launch
Cons
✖Higher expense ratio (2.46%)
ISININF917K01AA5
NAV₹36.73
NAV Date2026-09-11
AUM₹1,475.34 Cr
Expense Ratio2.46%
RiskModerately High
Rating5 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2002-05-27
INVESTMENT OBJECTIVE
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 ₹36.73 as of 2026-09-11.
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 ₹1,475.34 Cr.
The expense ratio of HSBC Equity Savings Fund is 2.46%.
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 Moderately High risk level.
HSBC Equity Savings Fund has delivered 7.14% (1Y), 11.76% (3Y) and 10.08% (5Y) annualised returns as of 2026-09-11.
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.
