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
₹107.8151
-0.13%
(13 Nov)
AUM
241 Cr
TER
1.8%
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
+8.3%
+7.2%
+7.0%
+5.5%
+5.2%
+2.1%
3Y
+22.3%
+22.0%
+17.0%
+24.1%
+19.5%
+25.9%
5Y
NA
+21.0%
+19.3%
+25.1%
+21.1%
+24.9%
ALL
+22.9%
+18.6%
+13.4%
+16.6%
+15.5%
+18.1%
VOL
12.8%
18.0%
-
15.3%
16.6%
17.6%
TER
0.7%
0.3%
-
0.9%
1.8%
0.6%
AUM
₹438 Cr
₹446 Cr
-
₹31,783 Cr
₹241 Cr
₹4,515 Cr
INFO
1.79
1.03
-
1.08
0.93
1.03
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 30th Sep
Top holdings
ICICI Bank Ltd
7.0%
Treps
6.5%
HDFC Bank Ltd
5.5%
Multi Commodity Exchange of India Ltd
4.3%
Reliance Industries Ltd
4.3%
Bharti Airtel Ltd
4.1%
Infosys Ltd
3.8%
TVS Motor Co Ltd
3.3%
Dixon Technologies (India) Ltd
3.2%
State Bank of India
3.1%
Top industry exposure
Financial Services
30.2%
Consumer Cyclical
16.0%
Healthcare
11.4%
Industrials
9.6%
Technology
8.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
13%
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
Sonal Gupta

FAQs