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
₹107.8888
+0.19%
(5 Dec)
AUM
246 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
+8.1%
+3.3%
+2.8%
+0.8%
-0.6%
-8.5%
3Y
+20.9%
+21.5%
+23.1%
+16.1%
+18.7%
+22.9%
5Y
+23.8%
NA
+23.5%
+18.0%
+19.8%
+22.6%
ALL
+15.5%
+22.5%
+16.5%
+13.2%
+15.4%
+17.5%
VOL
16.2%
12.8%
15.3%
-
16.6%
17.5%
TER
1.1%
0.7%
0.9%
-
1.8%
0.6%
AUM
₹17,194 Cr
₹438 Cr
₹31,783 Cr
-
₹246 Cr
₹4,444 Cr
INFO
0.96
1.76
1.08
-
0.93
1.00
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 Oct
Top holdings
ICICI Bank Ltd
6.8%
Treps
6.6%
HDFC Bank Ltd
5.6%
Multi Commodity Exchange of India Ltd
5.0%
Reliance Industries Ltd
4.5%
Bharti Airtel Ltd
4.4%
Infosys Ltd
3.8%
TVS Motor Co Ltd
3.3%
State Bank of India
3.3%
Dixon Technologies (India) Ltd
2.9%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
16.1%
Healthcare
11.0%
Industrials
9.4%
Technology
7.6%
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

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