HSBC Equity Savings Growth
AllocationEquity Savings
34.46
-0.06(-0.17%)
NAV as on 23 Dec, 2025
CAGR
14.02%
- AUM (Crs.)786.83
- Expense Ratio1.52 %
- Sharpe Ratio / Category Average0.90 / 0.72
- Standard Deviation / Category Average7.28 / 4.36
- Beta / Category Average-
- Portfolio Turnover / Category Average124.18 / 299.04
- Top 5 Stocks Wt.50.06
- Top 10 Stocks Wt.64.79
- Top 3 Sectors Wt.46.71
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryCheenu Gupta, Mahesh Chhabria, Praveen Ayathan, Sonal Gupta, Mohd Asif Rizwi
- Launch Date18 Oct, 2011
- BenchmarkS&P BSE 500
Objective
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.There is no assurance that the investment objective of the scheme will be realized.
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