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HSBC Equity Savings Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Generation of monthly income over medium to long term

• Investment in debt, equity and money market instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Equity Savings
Expense Ratio	0.61%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 649
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

Exit Load

Exit load of 0.5%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
Axis Bank Ltd	Equity	4
State Bank of India	Equity	4
Eternal Ltd	Equity	3
ICICI Bank Ltd	Equity	3
Jio Financial Services Ltd	Equity	3
Trent Ltd	Equity	3
7.06% Govt Stock 2028	Bond - Gov't Treasury	3
LIC Housing Finance Ltd	Cash - Commercial Paper	3
Reliance Industries Ltd	Equity	3
Kotak Mahindra Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	72
Bond - Gov't Treasury	19
Cash - Commercial Paper	3
Bond - Corporate Bond	3
Cash - CD Time Deposit	2

Sector Allocation(%)

Sector	Percent
Financial Services	33
Bond - Gov't Treasury	19
Consumer Cyclical	12
Industrials	7
Healthcare	5

Fund Manager

Mahesh Chhabria

1+ years of experience

Praveen Ayathan

1+ years of experience

Cheenu Gupta

3+ years of experience

Sonal Gupta

1+ years of experience

Abhishek Gupta

1+ years of experience

Hitesh Gondhia

1+ years of experience

Mohd Asif Rizwi

0+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m