₹ 274.96 Cr
1.51%
NIFTY Equity Savings TRI
INF917K01AA5
5000.0
1000.0
1000
Mahesh A Chhabria, Praveen Ayathan, Cheenu Gupta, Abhishek Gupta, Sonal Gupta, Hitesh Gondhia
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
HSBC Equity Savings Fund - Regular Growth | 21.08 | 12.7 | 11.16 |
Benchmark | - | - | - |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Bharat Electronics Ltd. | 6.35 |
5.22% GOI 15/06/2025 | 5.45 |
HDFC Bank Ltd. | 4.9 |
United Spirits Ltd. | 4.88 |
Larsen & Toubro Ltd. | 4.31 |
8.57% REC Ltd. 21/12/2024 | 4.28 |
Others | 4.2 |
6.18% GOI 04/11/2024 | 3.73 |
7.06% GOI 10/04/2028 | 3.27 |
Transformers & Rectifiers (India) Ltd. | 2.96 |
Sector | Holdings (%) |
---|---|
Capital Goods | 19.3 |
Financial | 18.21 |
Sovereign | 16.16 |
Services | 10.21 |
Construction | 8.66 |
Consumer Staples | 5.96 |
Technology | 4.91 |
Consumer Discretionary | 3.5 |
Others | 3.39 |
Materials | 2.64 |
Scheme Name | 5Y (%) |
---|---|
HSBC Equity Savings Fund Reg Gr | 11.16 |
Invesco India Equity Savings Reg Gr | 8.65 |
Sundaram Equity Savings Fund Gr | 10.13 |
Kotak Equity Savings Reg Gr | 10.96 |
Mahindra Manulife Equity Savings Reg Gr | 11.41 |
SBI Equity Savings Reg Gr | 11.01 |
HDFC Equity Savings Gr | 10.7 |
UTI Equity Savings Reg Gr | 10.68 |
Axis Equity Saver Reg Gr | 9.6 |
Mirae Asset Equity Savings Reg Gr | 11.82 |