Hybrid Equity Savings Moderate Risk Fund Managers: Sushil Budhia, Dhrumil Shah, Herin Visaria
Hybrid Equity Savings Moderate Risk
The primary investment objective of this fund is to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments. However, there can be no assurance or guarantee that theinvestment objective of the scheme will be achieved.
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Estimation is based on the past performance
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Category returns | 0.29% | -0.65% | 0.24% | 1.41% | 6.87% | 5.9% | 9.51% | 7.68% | 8.13% | 8.12% | N/A |
| Absolute returns | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0% | N/A |
| Rank within category | 25 | 25 | 25 | 23 | 23 | 22 | 22 | 22 | 22 | 15 | N/A |
| Total Schemes in Category | 25 | 25 | 25 | 23 | 23 | 22 | 22 | 22 | 22 | 14 | N/A |
| Equity Savings |
|---|
| Yearly returns |
| Q1 returns |
| Q2 returns |
| Q3 Returns |
| Q4 Returns |
Expense ratio: N/A
Inclusive of GST
Exit load
| Alpha | - |
| Beta | - |
| Sharpe Ratio | - |
| Sortino Ratio | - |
| R-Squared | - |
| Tracking Error | - |
| Downside Risk | - |
| Std. Deviation (Annualised) | - |
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund - Regular Plan - Growth | 5.1% | 5.27% | 2.45% | 6.87% | 11.35% | 14.02% | 11.6% | 9.31% | 9.1% | 796.12 | 1.52 | 0.24 | Moderately High |
| Edelweiss Equity Savings Fund - Regular Plan - Growth | 3.79% | 1.94% | 1.34% | 3.93% | 7.1% | 11.43% | 9.46% | 9.16% | 8.74% | 1,232.55 | 1.58 | 0.33 | Moderate |
| Mirae Asset Equity Savings Fund - Regular Plan - Growth | 4.24% | 1.31% | 1% | 2.3% | 5.98% | 11.27% | 9.83% | 0% | 10.53% | 1,831.57 | 1.38 | 0.23 | Moderately High |
| Kotak Equity Savings Fund - Growth | 4.03% | 1.41% | 0.4% | 3.06% | 5.89% | 11.02% | 10.13% | 9.34% | 9% | 9,467.97 | 1.75 | 0.21 | Moderately High |
| SBI Equity Savings Fund - Regular Plan - Growth | 2.52% | 0.92% | 0.38% | 0.85% | 4.65% | 10.98% | 9.26% | 8.75% | 8.52% | 5,609.29 | 1.53 | 0.24 | Moderate |
| Sundaram Equity Savings Fund - Growth | 3.75% | -0.61% | -1.88% | -0.49% | 2.47% | 10.71% | 10.02% | 9.27% | 8.5% | 1,070.66 | 2.19 | 0.21 | Moderate |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | 3.53% | 0.89% | 0.36% | 2.51% | 5.68% | 10.35% | 8.95% | 0% | 8.44% | 513.04 | 2.38 | 0.20 | Moderately High |
| UTI Equity Savings Fund - Regular Plan - Growth | 2.97% | -0.28% | 0.76% | 2.61% | 4.08% | 10.07% | 9.55% | 0% | 8.58% | 788.05 | 1.65 | 0.23 | Moderately High |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 3.99% | 0.88% | 0.26% | 1.73% | 5.01% | 9.96% | 7.74% | 0% | 8.17% | 268.37 | 2.50 | 0.16 | Moderately High |
| Nippon India Equity Savings Fund - Segregated Portfolio 2 - Growth Current | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 850.28 | N/A | N/A | Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 100.00% |
| Corporate Debt | 0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Current Assets | Cash & Cash Equivalents and Net Assets | 100.00% | |
| 9% Yes Bank Limited**# | Corporate Debt | 0.00% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Equity Savings.
The primary investment objective of this fund is to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments. However, there can be no assurance or guarantee that theinvestment objective of the scheme will be achieved.
The scheme benchmark is the NIFTY 50 Equity Savings Index
It is classified as Moderate Risk, suitable for investors with a Moderate risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹0.00 (approx.) for the Nippon India Equity Savings Fund - Segregated Portfolio 2 - Growth.
The fund’s AUM is approximately ₹0 Cr.
The expense ratio for the Regular Plan is .
.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Sushil Budhia, Dhrumil Shah, Herin Visaria
This fund is suitable for investors with a Moderate risk tolerance.
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