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 Dec
Top holdings
ICICI Bank Ltd
6.9%
Treps
6.1%
Multi Commodity Exchange of India Ltd
6.0%
HDFC Bank Ltd
5.6%
Reliance Industries Ltd
4.8%
Bharti Airtel Ltd
4.5%
Infosys Ltd
4.1%
TVS Motor Co Ltd
3.5%
State Bank of India
3.5%
PB Fintech Ltd
3.0%
Top industry exposure
Financial Services
32.0%
Consumer Cyclical
15.5%
Healthcare
11.1%
Industrials
9.4%
Technology
7.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
9%
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.