HSBC Equity Savings Growth
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.6%
Sharpe Ratio-0.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Jio Financial Services LtdFinancial Services4.01%
Eternal LtdConsumers3.86%
Trent LtdConsumers3.64%
TrepsUtilities3.39%
Power Finance Corporation LimitedUtilities3.32%
HDFC Bank LtdFinancial Services3.30%
7.06% Govt Stock 2028Utilities3.06%
LIC Housing Finance LtdUtilities3.04%
State Bank of IndiaFinancial Services2.67%
Canara BankFinancial Services2.50%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.51%
Exit Load0.5
Regulatory & Tax Information
INF917K01AA5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)