hybridModerate risk

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.

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.

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

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.