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HSBC Equity Savings Fund - Regular Growth is a hybrid scheme managed by HSBC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 13.39%, with the bottom and top quartiles at 13.15% and 13.63% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 5.53% on assets of ₹905Cr. The fund is currently managed by Mahesh Chhabria, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 73% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | Financial Services | 4.68% |
| STATE BANK OF INDIA EQ NEW RE. 1/- | Financial Services | 4.08% |
| OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/- | Energy | 3.64% |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | Financial Services | 2.98% |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | Financial Services | 2.98% |
| RELIANCE STRATEGIC INVESTMENTS LIMITED EQ | Financial Services | 2.91% |
| Aditya Infotech Limited | Industrials | 2.67% |
| 364 Days Tbill (MD 28/01/2027) | Others | 2.65% |
| 364 Days Treasury Bill 04-Feb-2027 | Others | 2.65% |
| TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- | Consumer Defensive | 2.43% |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | Financial Services | 2.38% |
| Power Finance Corporation Limited | Financial Services | 2.33% |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | Industrials | 2.24% |
| 7.06% CGL 2028 | Others | 2.14% |
| STEEL AUTHORITY OF INDIA LIMITED EQ | Basic Materials | 2.10% |
| Atlanta Electricals Limited | Industrials | 1.94% |
| HITACHI ENERGY INDIA LIMITED EQ | Industrials | 1.93% |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | Consumer Cyclical | 1.76% |
| 7.38% Government of India | Others | 1.73% |
| 7.04% GSEC MAT- 03/06/2029 | Others | 1.73% |
| NABARD | Others | 1.68% |
| Billionbrains Garage Ventures Limited | Financial Services | 1.67% |
| Kotak Mahindra Bank Limited | Financial Services | 1.60% |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | Basic Materials | 1.55% |
| LIC HOUSING FINANCE LIMITED EQ NEW F.V. RS.2/- | Financial Services | 1.53% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 11 | 21.26% |
| Electrical Equipment | 8 | 8.47% |
| Finance | 7 | 5.68% |
| Capital Markets | 5 | 3.82% |
| Oil | 2 | 3.75% |
| Ferrous Metals | 2 | 3.65% |
| Industrial Manufacturing | 3 | 2.76% |
| Retailing | 4 | 2.67% |
| Agricultural Food & other Products | 1 | 2.43% |
| Aerospace & Defense | 2 | 2.34% |
| Automobiles | 3 | 1.80% |
| Cement & Cement Products | 2 | 1.76% |
| Pharmaceuticals & Biotechnology | 3 | 1.42% |
| Auto Components | 1 | 1.37% |
| Financial Technology (Fintech) | 1 | 1.25% |
| Metals & Minerals Trading | 1 | 1.20% |
| Telecom - Services | 1 | 1.12% |
| Transport Services | 1 | 1.08% |
| Non - Ferrous Metals | 1 | 0.92% |
| Industrial Products | 2 | 0.55% |
| Insurance | 2 | 0.39% |
| Petroleum Products | 1 | 0.34% |
| Personal Products | 1 | 0.23% |
| Construction | 1 | 0.12% |
| Beverages | 1 | 0.08% |
| Consumer Durables | 2 | 0.07% |
| IT - Software | 2 | 0.05% |
| Leisure Services | 1 | 0.03% |
| Diversified FMCG | 1 | 0.02% |
| Commercial Services & Supplies | 1 | 0.01% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -0.80% | 6.40% | 12.33% | 22.53% | 26.88% | 99.2% |
| 3Y | 12.50% | 13.15% | 13.39% | 13.63% | 14.08% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 31.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 5 data points.
| 5Y |
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| Star |
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