OriginFunds
HSBC Mutual Fund

HSBC Equity Savings Fund - Regular Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings)Moderately High Risk★★★★★ISIN INF917K01AA5
NAV · 06-Jul-2026
36.7194
1M
+1.72%
6M
+6.68%
1Y (CAGR)
+10.74%
3Y (CAGR)
+13.07%
5Y (CAGR)
Since inception (CAGR)
+13.05%

NAV history

27.8030.9934.1804-07-202303-07-202636.58
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
7.17%
Downside dev (3y)
6.19%
Max drawdown (3y)
-11.7%
Sharpe (3y)
0.92
SIP XIRR (3y)
+10.86%
Calendar-year returns
2023 +17.1%2024 +24.0%2025 +0.9%

Fund facts

AUM₹10,161 Cr
TER · AMFI officialDirect 1.78% · Regular 2.63% (2026-06-30)
Launch date27-Sep-2011
Plan typeOpen Ended · Hybrid
Min lumpsumRs. 5000
Lock-inNone
Volatility6.31
AMCHSBC Asset Management (India) Private Ltd.

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 documents ↗