MF Gyan
hybridModerate risk4 years oldSteady vs its 3-year pace

HSBC Equity Savings Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From HSBC Mutual Fund. It's been running since 28 Nov 2022.

Latest price per unit
₹41.1693
▼ 0.28% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.09 L
▲ ₹8.6k gain · 8.6% / year
Invested 3 years ago
₹1.45 L
▲ ₹45.3k gain · 13.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.10 L
Gain / loss+₹29.8k
XIRR (annualised)10.73%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.13 L
Projected gain*+₹33.1k
*at this fund's historical rate of 10.73% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 17 other funds in Hybrid Schemes - Equity Savings Fund

Same plan
1-year return
8.58%median 3.24% (+5.34%)
Rank #1 of 18Beats 100% of peers
3-year return
13.27%median 8.72% (+4.55%)
Rank #1 of 18Beats 100% of peers
Bumpiness (3Y)
7.22%median 5.35% (+1.87%)
Rank #14 of 18Less risky than 24% of peers
Worst-ever drop
-11.53%median -13.92% (+2.39%)
Rank #17 of 18Less risky than 6% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 5 years were positive.

-0%
2022
+18%
2023
+25%
2024
+1%
2025
+8%
2026
Best year
2024 · 25.27%
Worst year
2022 · -0.32%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
7.2%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-11.53%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HSBC Equity Savings Fund - Direct Plan - Growth against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year8.58%
CAGR — 3 years13.27%
CAGR — 5 years—
CAGR — since launch13.55%
Volatility — 1 year (annualised)5.57%
Volatility — 3 years (annualised)7.22%
Max drawdown — 1 year-3.39%
Max drawdown — 3 years-11.53%
Sharpe ratio — 1 year (rf=6%)0.44
Sharpe ratio — 3 years (rf=6%)0.94

Fund info

Fund house
HSBC Mutual Fund
Category
Hybrid Schemes - Equity Savings Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF917K01GE4
ISIN (Div re-invest)
—
Fund code
151060
First price on record
28 Nov 2022 · 930 daily prices

About HSBC Equity Savings Fund - Direct Plan - Growth

HSBC Equity Savings Fund - Direct Plan - Growth is a Hybrid Schemes - Equity Savings Fund offered by HSBC Mutual Fund under the Direct plan with the Growth option. It has approximately 4 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of HSBC Equity Savings Fund - Direct Plan - Growth is ₹41.1693 (as of 4 Sep 2026). Historically, it has delivered 8.58% over the last year, 13.27% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 7.2% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 11.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HSBC Equity Savings Fund - Direct Plan - Growth?+

The latest NAV of HSBC Equity Savings Fund - Direct Plan - Growth is ₹41.1693 as of 4 Sep 2026, down 0.28% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HSBC Equity Savings Fund - Direct Plan - Growth?+

HSBC Equity Savings Fund - Direct Plan - Growth has delivered 1-year return 8.58%, 3-year CAGR 13.27%, since-inception CAGR 13.55%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HSBC Equity Savings Fund - Direct Plan - Growth belong to?+

HSBC Equity Savings Fund - Direct Plan - Growth is categorised as Hybrid Schemes - Equity Savings Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is HSBC Equity Savings Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 7.2%, HSBC Equity Savings Fund - Direct Plan - Growth sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HSBC Equity Savings Fund - Direct Plan - Growth a direct plan?+

HSBC Equity Savings Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HSBC Equity Savings Fund - Direct Plan - Growth?+

HSBC Equity Savings Fund - Direct Plan - Growth has NAV history available from 28 Nov 2022 — approximately 4 years of track record and 930 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.