HYBRID•EQUITY SAVINGS
HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment
3 Year return
13.97%
NAV on August 11, 2026
18.4525
1D Returns
+0.05%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
24.78%₹892
Total Value ₹4,492
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,126.77 Cr.
Expense Ratio
1.68% (inclusive of GST)
Exit Load
If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 month from the date of allotment.0.50% - For Redemption within 1 month from the date of allotment or Purchase applying First in First Out basis.Nil - For Redemption above 1 month from the date of allotment.
Ratings
3
Ratings by other agencies
Value Research
2
Crisil
0
Morning Star
3
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
HSBC Mutual Fund Manager
CG
Cheenu Gupta
Fund Manager since Nov 2022
MA
Mahesh A Chhabria
Fund Manager since Feb 2025
MC
Mayank Chaturvedi
Fund Manager since Oct 2025
MA
Mohd Asif Rizwi
Fund Manager since Jan 2024
PA
Praveen Ayathan
Fund Manager since Oct 2023
SG
Sonal Gupta
Fund Manager since Oct 2023
Fund House Details
HSBC Mutual Fund
Asset management company
AUM
₹1,44,067.93 Cr.
No. of Schemes
178
Setup Date
May 2002
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HSBC Equity Savings Fund | 13.9638% | 3 |
| Kotak Equity Savings Fund | 11.0399% | 4.5 |
| Sundaram Equity Savings Fund | 10.0997% | 5 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Key Features of The Fund
5-year return
11.1774%
Expense Ratio
1.68%
Fund Manager
Cheenu Gupta
Fund Size
₹1126.77 Cr.
Risk Profile
Moderate
AMC Contact Details
| Name | HSBC Mutual Fund |
| Launch Date | May 2002 |
| Address | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
| Contact | 1800-200-2434 / 1800 4190 200 |
| investor.line@mutualfunds.hsbc.co.in | |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment on August 11, 2026, is ₹18.4525
What is the AUM of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment, is ₹1126.77 crore.
What is the expense ratio of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment is 1.68%
What are the returns of HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment since inception?
The HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment is ₹500.
How do I invest in HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HSBC Equity Savings Fund Direct Quarterly IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,492 in 3Y at 13.9679% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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