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Enter a Single character of a Scheme :
31 Aug 2026 | 22:08 IST
HSBC Equity Savings Fund (IDCW-M)
Summary Info
Fund Name : HSBC Mutual Fund
Scheme Name : HSBC Equity Savings Fund (IDCW-M)
AMC : HSBC Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 27-Sep-11
Fund Manager : Cheenu Gupta
Net Assets:(Rs. cr) 1326.06
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 0.96 % NA
Date 27-Jul-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.74 0.33 2.45 6.07 9.44 12.76 10.88 9.07
Category Avg -0.02 2.41 3.89 3.20 7.43 11.48 10.45 11.60
Category Best 1.18 5.34 8.46 17.96 26.74 23.45 22.51 33.27
Category Worst -0.74 -0.55 -2.09 -4.20 -6.05 0.64 3.72 1.02
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.3779 2.3653 0.8821 6.9060 0.0931
Holdings Date :31-Jul-26
Company Name% Hold
HDFC Bank 5.98
ICICI Bank 4.60
SBI 3.92
Federal Bank 3.38
Axis Bank 3.19
PB Fintech. 2.90
M & M 2.79
Sun Pharma.Inds. 2.17
Canara Bank 2.09
Bajaj Finance 1.98
Kotak Mah. Bank 1.88
HDFC AMC 1.76
Bharti Airtel 1.63
Meesho 1.37
Jio Financial 1.35
S A I L 1.31
KFin Technolog. 1.24
Adani Enterp. 1.21
Interglobe Aviat 1.17
Polycab India 1.15
TVS Motor Co. 1.14
Divi's Lab. 1.07
FSN E-Commerce 1.01
Reliance Industr 1.00
Grasim Inds 0.97
Tata Motors PVeh 0.95
Punjab Natl.Bank 0.95
Cholaman.Inv.&Fn 0.93
GE Vernova T&D 0.92
IDFC First Bank 0.92
Thermax 0.90
Bandhan Bank 0.88
Shriram Finance 0.87
Eternal 0.84
Radico Khaitan 0.82
LIC Housing Fin. 0.82
ICICI AMC 0.80
CG Power & Ind 0.79
JSW Steel 0.78
Hitachi Energy 0.78
Bharat Electron 0.74
Tata Steel 0.73
Ambuja Cements 0.71
Indian Energy Ex 0.71
Aditya Infotech 0.70
Lenskart Solut. 0.63
Container Corpn. 0.60
HDFC Life Insur. 0.57
B H E L 0.48
Sedemac Mechatro 0.45
Kalyan Jewellers 0.44
Indus Towers 0.39
Adani Ports 0.39
Aditya Birla Cap 0.37
BSE 0.36
Larsen & Toubro 0.35
Tata Consumer 0.34
Laurus Labs 0.33
City Union Bank 0.32
Nippon Life Ind. 0.31
360 ONE 0.24
Bank of Baroda 0.23
Max Financial 0.23
RBL Bank 0.22
Hind. Unilever 0.21
Eicher Motors 0.19
Godrej Consumer 0.16
Max Healthcare 0.16
Billionbrains 0.15
IndusInd Bank 0.14
DLF 0.12
Bank of India 0.11
TD Power Systems 0.09
KEI Industries 0.08
Oil India 0.07
Hind.Aeronautics 0.07
Hero Motocorp 0.05
Dixon Technolog. 0.05
Kaynes Tech 0.05
Atlanta Electric 0.04
ITC 0.04
Hindustan Zinc 0.04
Godrej Propert. 0.04
A B B 0.03
Persistent Syste 0.03
Medi Assist Ser. 0.03
Indian Hotels Co 0.02
Hindalco Inds. 0.01
Union Bank (I) 0.01
Prudent Corp. 0.01
Godfrey Phillips 0.00
N A B A R D 1.17
Reliance Industr 0.83
S I D B I 0.81
REC Ltd 0.75
GSEC2028 3.44
GSEC2031 1.93
Gsec2029 1.17
GSEC2027 1.16
GSEC2030 0.79
GSEC2030 6.01 0.45
GSEC2028 0.39
TBILL-364D 3.66
TREPS 4.34
Shivshakti Securitisation Trust 0.75
Net CA & Others -0.41
HDFC Bank 0.72
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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