HSBC Equity Savings Growth
Medium
Risk
Other Schemes
Equity Savings
+
11.54
%
11.54
%
3Y annualised
+
0.33
%
0.33
%
1D
1M
6M
1Y
3Y
All
Fund size
221
NAV:
Mar 7, 2024
28.6037
Sector
Tech
Type
Other_schemes
Launched
Oct 2011
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
5.22% Govt Stock 2025
6.66
%
Bharat Electronics Ltd
6.27
%
United Spirits Ltd
5.62
%
6.18% Govt Stock 2024
4.56
%
7.06% Govt Stock 2028
4.16
%
HDFC Bank Ltd
4.09
%
Medi Assist Healthcare Services Ltd
2.97
%
Ambuja Cements Ltd
2.96
%
Sonata Software Ltd
2.57
%
Pidilite Industries Ltd
2.4
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Equity Savings Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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