Now Reading: HSBC equity savings fund leads with 12.54% five-year SIP return
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HSBC equity savings fund leads with 12.54% five-year SIP return
HSBC equity savings fund leads with 12.54% five-year SIP return
HSBC Equity Savings Fund delivered the highest five-year SIP return among equity savings funds at 12.54%, according to Value Research data as of 24 August 2026. Edelweiss Equity Savings Fund followed at 11.01% and Kotak Equity Savings Fund at 10.13%. Only three funds in the category crossed the 10% mark over five years. HSBC also topped the three-year and 10-year SIP return charts at 11.52% and 11.58% respectively.
Separately, multi-asset allocation funds led hybrid fund categories on three-year SIP returns. Quant Multi Asset Allocation Fund topped at 18.66%, followed by Nippon India Multi Asset Allocation Fund at 17.99%, Livemint reported. At the bottom, Motilal Oswal Balanced Advantage Fund returned 2.29% over three years, showing wide variation within hybrid fund categories.
Indian Opinion Analysis
Both articles are neutral-report, straight data journalism from Livemint. The first article focuses narrowly on equity savings funds, leading with HSBC's outperformance despite its smaller size. The second widens the lens to all hybrid categories, showing multi-asset funds dominate while balanced advantage funds lag. Together they show that hybrid fund returns vary sharply by sub-category and fund manager. Investors should note the top performers tend to be smaller funds, while the largest fund in the equity savings category delivered below-average returns.
Coverage: 2 sources, 2 neutral
Sources (2): livemint.com (neutral report), livemint.com (2) (neutral report)
This brief was synthesised by AI from the 2 sources linked above, so one read covers every framing they carry. Methodology and corrections.
Updated: this story now draws on 2 sources.
