HSBC Regular Savings Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 146.33
Expense Ratio
1.96%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
36.6007
(-0.37 %)
NAV as on 2019-01-18
Returns
Fund
HSBC Regular Savings Fund Direct Plan
1 Year
0.2%
3 Year
7.38%
5 Year
8.94%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
317, D.N. Road,Fort,, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,004
Portfolio Value
4
Total Returns