TickerKhojHSBC Mutual Fund · Hybrid · Equity Savings · Direct plan
HSBC Equity Savings Fund - Direct Plan - Growth
₹40.7582NAV on 30 Oct 2026Expense ratio 1.41%
29 Oct 2025NAV low 37.43 · high 41.57+5.9%
In plain words
Over 3 years it returned +12.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -11.5%.
On 3-year return it ranks 1 of 20 funds in Equity Savings.
A monthly SIP over 3 years ended ₹6,157 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +1.9% |
| 3 months | -0.4% | -5.1% |
| 6 months | +2.7% | -3.2% |
| 1 year | +6.0% | -10.2% |
| 3 years (yearly) | +12.8% | +7.4% |
| Since start (yearly) | +12.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,665 | +6.4% |
| 3 years | ₹3,60,000 | ₹4,15,613 | +9.1% |
Other plan of this fund: HSBC Equity Savings Fund - Regular Plan - Growth