SBI Equity Savings Fund vs HSBC Equity Savings Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  SBI Equity Savings FundEquity Savings Fund · Direct planNAV ₹27.49 |  HSBC Equity Savings FundEquity Savings Fund · Direct planNAV ₹41.17 |
|---|---|---|
| Returns | ||
| 1 year | 2.9% | 7.1% (best of these funds) |
| 3 yearsa year | 8% | 13.1% (best of these funds) |
| 5 yearsa year | 8.2% | – |
| 10 yearsa year | 9.1% | – |
| Risk | ||
| Volatilitya year | 4.8% (best of these funds) | 7.2% |
| Worst fall | −19.5% | −11.5% (best of these funds) |
| Best year | 41.9% (best of these funds) | 28% |
| Worst year | -12% | 0.1% (best of these funds) |
| Years in gain | 96% | 100% (best of these funds) |
| Cost and size | ||
| Expense ratio | 1.48% (best of these funds) | 1.68% |
| Fund size | ₹5,486 Cr | ₹1,475 Cr |
| Minimum SIP | ₹500 | ₹500 |
| Lock-in | None | None |
| Portfolio | ||
| In equity | 67% | – |
| In debt | 17.3% | – |
| In cash | 5.4% | – |
| Holdings | 103 | – |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Biggest holdings
SBI Equity Savings Fund
- Kotak Mahindra Bank Ltd6.7%
- HDFC Bank Ltd5.7%
- Reliance Industries Ltd5.3%
- ICICI Bank Ltd5%
- Bharti Airtel Ltd3.6%
As on 31 Aug 2026
HSBC Equity Savings Fund
Holdings are not available for this fund yet.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.