HSBC Regular Savings Fund Direct Plan
Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.
Suitability
Regular income over medium term.
• Investors understand that their principal will be at moderately high risk
Fund Info
Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 137.07
Expense Ratio
2.05%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 137.07 |
| Expense Ratio | 2.05% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 10707 |
| Min Subscription | ₹ 10000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
GOI
CGL
9.28
Power Grid Corporation of India Ltd.
Bonds
7.93
GOI
GOI Sec
7.76
National Highways Authority of India Ltd.
Bonds
6.64
India Infradebt Ltd.
Debenture
5.25
Reliance Industries Ltd.
Bonds/Deb
5.10
GOI
GOI Sec
4.80
Rajasthan State
SDL
3.95
GOI
CGL
3.56
Tata Sons Ltd.
Debenture
2.57
Asset Allocation(%)
Equity
25.30
Bonds
16.42
Central Government Loan
14.77
Debenture
12.87
GOI Securities
12.68
Sector Allocation(%)
Sector
Percent
Financial
8.71
FMCG
4.03
Automobile
2.86
Construction
2.01
Healthcare
1.36
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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