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HSBC Leads Equity Savings Funds in Five-Year SIP Returns
Equity savings funds invest in stocks, arbitrage and bonds together.
This mix is intended to provide stock-market exposure while reducing some ups and downs.
Over five years, HSBC Equity Savings Fund had the best SIP return among the funds listed, at 12.54%.
Edelweiss came next at 11.01%, and Kotak was third at 10.13%.
Only these three funds crossed 10% in the five-year data.
HSBC also had the best three-year and 10-year returns.
Sundaram ranked second over 10 years even though its five-year return was below 10%.
The figures came from Value Research and were dated August 24, 2026.
HSBC Equity Savings Fund recorded the highest five-year SIP return at 12.54%.
Edelweiss Equity Savings Fund and Kotak Equity Savings Fund were the only other schemes above 10%, at 11.01% and 10.13%.
Mirae Asset Equity Savings Fund returned 9.95% over five years, while PGIM India Equity Savings Fund delivered 6.77%.
HSBC also led the three-year and 10-year rankings, with SIP returns of 11.52% and 11.58%, respectively.
ICICI Prudential Equity Savings Fund was the largest scheme by net assets at ₹16,179 crore, but returned 7.19% over five years.
- Who
- Equity savings mutual fund schemes, led by HSBC Equity Savings Fund, Edelweiss Equity Savings Fund and Kotak Equity Savings Fund.
- What
- A comparison of three-year, five-year and 10-year SIP returns for equity savings funds.
- Where
- The comparison covers equity savings funds in the Indian mutual fund market.
- When
- The data was reported as of August 24, 2026.
- Why
- To assess how the schemes performed over different investment periods and compare returns with their relative net asset sizes.
Key facts
- Fund category
- Hybrid mutual fund schemes combining equity, arbitrage and debt investments.
- Five-year leader
- HSBC Equity Savings Fund, with a 12.54% SIP return.
- Only funds above 10% over five years
- HSBC at 12.54%, Edelweiss at 11.01% and Kotak at 10.13%.
- Three-year leader
- HSBC Equity Savings Fund, with an 11.52% SIP return.
- Ten-year leader
- HSBC Equity Savings Fund, with an 11.58% SIP return.
- Largest scheme by net assets
- ICICI Prudential Equity Savings Fund, with ₹16,179 crore.
- Data source and date
- Value Research; data as of August 24, 2026.
Sources
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