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
₹95.1677
+0.13%
(28 Mar)
AUM
236 Cr
TER
1.59%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+14.1%
+13.9%
+13.8%
+11.6%
+6.6%
+6.1%
3Y
+22.8%
+17.0%
+24.3%
+24.8%
+20.7%
+14.9%
5Y
+31.2%
+26.3%
+29.1%
+32.5%
+26.7%
+25.4%
ALL
+15.3%
+15.1%
+17.6%
+16.6%
+17.6%
+14.4%
VOL
16.4%
16.7%
17.5%
15.5%
18.3%
-
TER
1.1%
1.6%
0.7%
1.1%
0.6%
-
AUM
₹14,671 Cr
₹236 Cr
₹3,405 Cr
₹25,724 Cr
₹343 Cr
-
INFO
0.93
0.90
1.01
1.07
0.96
-
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 Jan
Top holdings
ICICI Bank Ltd
6.6%
Infosys Ltd
6.5%
HDFC Bank Ltd
5.0%
Dixon Technologies (India) Ltd
4.5%
Multi Commodity Exchange of India Ltd
4.5%
Amber Enterprises India Ltd Ordinary Shares
4.1%
Reliance Industries Ltd
4.0%
Bharti Airtel Ltd
3.6%
PB Fintech Ltd
3.4%
State Bank of India
2.8%
Top industry exposure
Financial Services
30.0%
Technology
14.0%
Consumer Cyclical
13.5%
Healthcare
11.8%
Industrials
9.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
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