HSBC Equity Savings Fund Direct Growth
Scheme code: INF917K01GE4
NAV value:
₹ 37.9750
NAV date: 19 March, 2026
TER: 0.67%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -14.69 | 39.16 | 9.04 | 10.74 | 8.62 |
| 3 year | -1.10 | 17.65 | 10.29 | 9.95 | 10.96 |
| 5 year | 1.80 | 16.93 | 9.10 | 9.56 | 10.67 |
| 7 year | 5.38 | 11.97 | 8.97 | 9.14 | 9.71 |
| 10 year | 8.51 | 10.83 | 9.98 | 9.82 | 9.24 |
| 12 year | 9.70 | 11.00 | 10.47 | 10.42 | 9.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,56,967 - Absolute Returns: ₹56,967 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,65,868 - Absolute Returns: ₹5,65,868 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹76,46,027 - Absolute Returns: ₹16,46,027 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,18,50,279 - Absolute Returns: ₹34,50,279 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,07,21,050 - Absolute Returns: ₹87,21,050 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,81,84,511 - Absolute Returns: ₹1,37,84,511 - CAGR: %Drawdown Metrics
Max Drawdown
-18.13 %
Drawdown Duration
2 months
Recovery Time
6 months
Avg Drawdown
-1.57 %
Calmar Ratio by Duration
1
Y
0.5924
3
Y
0.5488
5
Y
0.5273
7
Y
0.5041
10
Y
0.5416
12
Y
0.5747