Fundalysisby DARKHORSESTOCKS

Scheme

HSBC Equity Savings Fund

Holds 95 companies worth ₹1,142 Cr in Sept 2026.

  • Fund house

    HSBCThe fund house that runs this scheme.

  • AUM

    ₹1,558 CrHSBC Equity Savings Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 5.6% on Aug 2026, ₹1,475 Cr.

  • Largest holding

    HDFC BankHDFC Bank is 4.8% of this scheme's NAV.

  • Fund manager

    Cheenu GuptaRuns it since 2 Jul 2021, as the fund house dates it. With Mahesh Chhabria (fund manager), Praveen Ayathan (fund manager), Mohd. Asif Rizwi (fund manager), Mayank Chaturvedi (overseas), Dipan Parikh (gold & silver).

AUM(Dec 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,558+5.6%
Aug 20261,475+11.3%
Jul 20261,326+17.7%
Jun 20261,127+11.4%
May 20261,012+11.9%
Apr 2026905+13.6%
Mar 2026796+2.2%
Feb 2026779+3.7%
Jan 2026752−4.3%
Dec 2025786−0.1%
Nov 2025786+3.6%
Oct 2025759+4.9%
AUM at month end, Sept 2026
₹1,558 Cr
+105.3% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202632.25%+0.62 pt
Jun 202631.63%−0.65 pt
Mar 202632.28%+1.01 pt
Dec 202531.28%+0.28 pt
Direct plans' share of AUM, Sept 2026
32.25%
+0.98 pt since Dec 2025
Fig. 2.HSBC Equity Savings Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Equity Savings Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.97%−1.05%––−1.11%
3 months *
−0.37%−0.60%––−0.35%
6 months *
+5.88%+5.41%––+2.54%
1 year
+6.11%+5.19%+0.41%+5.70 pt+2.31%
3 years
+12.44%+11.46%+7.06%+5.39 pt+8.29%
5 years
+10.69%+9.72%+6.48%+4.22 pt+7.31%
10 years
+9.84%+8.90%+8.36%+1.48 pt+8.87%
Since launch
+9.92%+9.00%+8.79%+1.13 pt+8.86%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Equity Savings Index. * From NAVs. Source: AMFI.