Should I invest in HSBC Equity Fund?

We don't give personal investment advice. HSBC Equity Fund - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.6%. 5-year CAGR: 10.23%.

HSBC

HSBC Equity Fund - Growth

Latest NAV

₹474.5138

As of

17 Jul 2026

4,994 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.56%	+0.70%	-0.14	28 / 35	Q4
1W	-0.26%	+0.36%	-0.62	32 / 35	Q4
2W	-0.56%	+0.42%	-0.98	33 / 35	Q4
1M	+1.30%	+1.48%	-0.18	27 / 35	Q4
3M	+0.19%	+1.06%	-0.87	28 / 35	Q4
6M	-3.77%	-3.79%	+0.02	20 / 35	Q3
YTD	-4.55%	-5.15%	+0.60	18 / 35	Q3
1Y	+0.40%	-2.74%	+3.14	8 / 35	Q1
2Y	+0.19%	-1.60%	+1.79	13 / 35	Q2
3Y	+10.20%	+7.90%	+2.30	11 / 35	Q2
4Y	+12.61%	+10.56%	+2.05	17 / 34	Q2
5Y	+10.23%	+8.42%	+1.81	17 / 34	Q2
7Y	+12.33%	+10.25%	+2.08	16 / 34	Q2
10Y	+11.76%	+8.69%	+3.07	12 / 34	Q2
Inception	+10.52%	+8.44%	+2.07	17 / 35	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.55%	-5.48%	+0.94	17 / 34
2025	+4.45%	+5.20%	-0.75	25 / 34
2024	+18.36%	+12.60%	+5.76	3 / 34
2023	+23.03%	+21.38%	+1.64	14 / 34
2022	+0.51%	+0.25%	+0.26	20 / 34
2021	+22.51%	+23.62%	-1.11	22 / 34
2020	+15.69%	+11.04%	+4.65	12 / 34
2019	+14.77%	+7.65%	+7.13	2 / 35
2018	-2.38%	-3.82%	+1.44	16 / 35
2017	+29.30%	+24.19%	+5.11	10 / 35
2016	+7.70%	+0.01%	+7.69	2 / 33

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.99%

236 windows

min -48.8% · max 66.7%

77% positive

3-Year rolling

+11.21%

211 windows

min -2.8% · max 25.9%

96% positive

5-Year rolling

+10.89%

187 windows

min -1.4% · max 22.6%

98% positive

7-Year rolling

+10.79%

163 windows

min 4.0% · max 15.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.70%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.49

Downside-only deviation

Max drawdown

-18.04%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹52.1620	17 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.6607	17 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.7106	17 Jul 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.9130	17 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹569.5770	17 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹83.3100	17 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.0344	17 Jul 2026
UTI - Master Share-Growth Option	UTI	₹266.1697	17 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹332.7000	17 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.6800	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹474.5138
16 Jul 2026	₹471.8610
15 Jul 2026	₹473.3261
14 Jul 2026	₹471.0110
13 Jul 2026	₹474.1663
10 Jul 2026	₹475.7365
9 Jul 2026	₹472.0610
8 Jul 2026	₹467.9709
7 Jul 2026	₹478.9272
6 Jul 2026	₹480.1085

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HSBC Equity Fund - Growth is ₹474.5138. It's a Large Cap Fund from HSBC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Equity Fund - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

HSBC Equity Fund - Growth is managed by HSBC. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Equity Fund - Growth has delivered a absolute return of 0.40% — +3.14 pp ahead of the Large Cap Fund category average of -2.74%. The fund ranks #8 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, HSBC Equity Fund - Growth has delivered a CAGR of 10.20% — +2.3 pp ahead of the Large Cap Fund category average of 7.90%. The fund ranks #11 of 35 in its category — the second (Q2) quartile.

Over the trailing 5-year window, HSBC Equity Fund - Growth has delivered a CAGR of 10.23% — +1.81 pp ahead of the Large Cap Fund category average of 8.42%. The fund ranks #17 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in HSBC Equity Fund - Growth exactly 10 years ago would be worth approximately ₹304,018 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.76%. The category average over the same window would have grown ₹1 lakh to ₹230,064.

A ₹10,000 monthly SIP in HSBC Equity Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹750,952 today. That's an XIRR (money-weighted annualised return) of 8.91%.

A ₹10,000 monthly SIP for 10 years in HSBC Equity Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,173,804 (multiplier 1.81×). XIRR: 11.43%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Equity Fund - Growth ranks #17 out of 34 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.42%; this fund delivered 10.23%.

The worst peak-to-trough decline HSBC Equity Fund - Growth has experienced over the last 5-year window is 19.58% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Equity Fund - Growth averaged 10.89% (best 22.55%, worst -1.40%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, HSBC Equity Fund - Growth returned 4.45% — lagging the Large Cap Fund category average of 5.20% by 0.75 pp. It ranked #25 of 34 in its category that year.

HSBC Equity Fund - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HSBC Equity Fund - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.6%. 5-year CAGR: 10.23%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.