Hsbc Regular Savings Fund Growth Direct | Pros & Cons NAV(48.16)

Hsbc Regular Savings Fund Growth Direct

Hybrid: Conservative

Fund Information

Objective

Moderately High Risk

Nifty 50

Benchmark

2013-01-01

Launched On

Open Ended

Type

--

Min SIP

5000

Min Investment

86

AUM in Crores

0.79

Expense Ratio

--

Exit Load

HSBC Asset Management (India) Private Ltd.

Fund House

Kapil Punjabi, Gautam Bhupal

Fund Managers

Hsbc Regular Savings Fund Direct Pros & Cons

Pros

  • Hsbc Regular Savings Fund Growth Direct has over performed index in 2006-2009, 2007-2010, 2010-2013 years

Cons

  • Hsbc Regular Savings Fund Growth Direct has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Hsbc Regular Savings Fund Growth Direct is ranking 22nd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Hsbc Regular Savings Fund Growth Direct 
8.7811.368.177.76
Nifty 50
15.718.9415.6911.3813.3111.27

Hsbc Regular Savings Fund Direct Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Hsbc Regular Savings Fund Growth Direct 
8.4714.5908.2410.960
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Hsbc Regular Savings Fund Growth Direct 
19.223.524.1160.0313.63
Nifty 50
33.3722.211.29--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-03-24 - 2020-03-31
3.33
2020-03-11 - 2020-03-18
-5.39
Month2020-03-23 - 2020-04-23
7.12
2020-02-24 - 2020-03-24
-9.6
Quarter2020-03-23 - 2020-07-23
13.94
2019-11-25 - 2020-03-25
-7.51
Year2014-01-30 - 2015-01-30
26.91
2015-02-27 - 2016-02-27
-2.62

Portfolio

Stock NameSector% of Total Holdings
07.27% GOI - 08-Apr-2026Government Securities26.27
08.15% GOI - 24-Nov-2026Government Securities9.3
08.19% Rajasthan SDL - 23-Jun-2026Government Securities9.09
06.68% GOI -17-Sep-2031Government Securities7.37
06.79% GOI - 15-May-2027Government Securities6.26
06.64% GOI 16-Jun-2035Government Securities2.41
6.19% GOI - 16-Sep-2034Government Securities2.32

AUM Yearly

Hsbc Regular Savings Fund Direct Details

Hsbc Regular Savings Fund Growth Direct is a mutual fund scheme launched by HSBC Asset Management (India) Private Ltd..This fund has been launched on 2013-01-01. Hsbc Regular Savings Fund Growth Direct currently has 86 crores of assets under management (AUM) and has an expense ratio of 0.79 which is higher than what most other Large Cap funds charge.


Hsbc Regular Savings Fund Growth Direct has given returns of 8.78% in the last 1 year and 11.36% in the last 3 years. And since launch the fund has given 9.17% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are 07.27% GOI - 08-Apr-2026 , 08.15% GOI - 24-Nov-2026 , 08.19% Rajasthan SDL - 23-Jun-2026 , 06.68% GOI -17-Sep-2031 , 06.79% GOI - 15-May-2027

Frquently Asked Questions

1. What is the NAV of Hsbc Regular Savings Fund Direct?

The current Net Asset Value (NAV) of the Hsbc Regular Savings Fund Direct is 48.16

2. Hsbc Regular Savings Fund Direct Rolling Returns

The 3 year rolling returns of the Hsbc Regular Savings Fund Direct:

  • Mean : 8.47%
  • Max : 14.59%
  • Min : 0%

3. How do I invest in Hsbc Regular Savings Fund Direct?

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Hsbc Regular Savings Fund Growth Direct



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.