Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Moderately High
₹38.2391 0.69%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HSBC Equity Savings Fund - Direct Plan
|
|
|
Moderately High
|
loading... |
0.67 |
|
 |
|
Low to Moderate
|
loading... |
0.50 |
||
|
|
Moderately High
|
loading... |
0.69 |
||
|
|
Moderate
|
loading... |
0.65 |
||
|
|
Moderate
|
loading... |
0.63 |
₹780 Cr
0.50 (30)
5,000
500
500
6
About HSBC Equity Savings Fund - Direct Plan
HSBC Equity Savings Fund - Direct Plan is a hybrid mutual fund scheme of HSBC Mutual Fund. Launched on January 01, 2013, it is currently managed by Mahesh A Chhabria, Praveen Ayathan, Cheenu Gupta and Asif Rizwi. The fund has an expense ratio of 0.67% with an overall AUM (Assets Under Management) of ₹780 Cr.
HSBC Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
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.
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HSBC Equity Savings Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HSBC Equity Savings Fund - Direct Plan can be bought from the HSBC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of HSBC Equity Savings Fund - Direct Plan, is ₹38.2391 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Power Finance Corporation Ltd Debenture 7.63 14/08/2026 |
2.67
|
|
GOI Sec 7.06 10/04/2028 |
2.57
|
|
GOI Sec 7.04 03/06/2029 |
2.02
|
|
GOI Sec 7.38 20/06/2027 |
1.99
|
|
National Bank For Agriculture & Rural Development SR 25C Bonds 7.44 24/02/2028 |
1.94
|
Over the past five years, HSBC Equity Savings Fund - Direct Plan has delivered an annualised return of 11.93% as of 19-Mar-2026.
The minimum investment required to start investing in HSBC Equity Savings Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.