HSBC Tax Saver Equity Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HSBC Tax Saver Equity Growth Direct Plan

NAV
₹87.9920
+1.59%
(16 May)
AUM
220 Cr
TER
1.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+59.3%
+56.4%
+54.7%
+43.8%
+38.5%
+34.7%
3Y
+28.9%
+28.2%
+27.0%
+27.3%
+21.1%
+19.6%
5Y
+35.4%
+23.6%
+23.2%
+19.5%
+18.7%
+18.6%
ALL
+23.3%
+17.3%
+18.6%
+15.6%
+15.4%
+16.5%
VOL
17.0%
15.6%
16.8%
16.7%
16.6%
-
TER
0.8%
1.0%
0.7%
1.1%
1.6%
-
AUM
₹9,361 Cr
₹23,412 Cr
₹3,402 Cr
₹14,475 Cr
₹220 Cr
-
INFO
1.37
1.11
1.10
0.93
0.93
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Tax Saver Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
ICICI Bank Ltd
7.2%
Infosys Ltd
5.6%
Larsen & Toubro Ltd
5.2%
Reliance Industries Ltd
5.1%
Axis Bank Ltd
5.0%
HDFC Bank Ltd
3.9%
KEI Industries Ltd
3.8%
DLF Ltd
3.2%
Dixon Technologies (India) Ltd
3.1%
Phoenix Mills Ltd
3.0%
Top industry exposure
Financial Services
28.0%
Industrials
15.1%
Consumer Cyclical
12.2%
Technology
11.4%
Healthcare
9.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
20%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Gautam Bhupal
Cheenu Gupta

FAQs