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HSBC Equity Savings Fund - Regular Growth

HSBC · Sectoral
Very High
₹36.52
Current NAV
25 Jun 2026
27.4%
1Y Return
24.4%
3Y CAGR
26.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.74).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.74
Sharpe Ratio
0.44
Beta
-1.76
Alpha
1.98
Sortino
Fund Details
Fund House HSBC
Category Sectoral
AUM ₹8290 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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