HSBC Equity Savings Fund
Direct · Growth ₹39.55
23 Apr 2026
NAV
10.0%
3Y CAGR
9.6%
5Y CAGR
9.8%
10Y CAGR
9.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.71
Sharpe
-18.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.55 L | 11.0% | -28.3% | 40.1% |
| 3 Years | ₹36.00 L | ₹41.67 L | 10.1% | -8.3% | 21.3% |
| 5 Years | ₹60.00 L | ₹76.46 L | 9.8% | -2.1% | 17.9% |
| 10 Years | ₹1.20 Cr | ₹2.08 Cr | 10.5% | 8.2% | 12.7% |