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
₹108.0148
+0.07%
(20 Oct)
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
+7.7%
+3.4%
+0.6%
+0.5%
-0.8%
-2.0%
3Y
+23.9%
+21.2%
+26.0%
+18.0%
+23.4%
+28.1%
5Y
+26.7%
+22.9%
+26.1%
+20.7%
+21.9%
+27.6%
ALL
+15.6%
+15.6%
+16.6%
+13.8%
+18.5%
+18.4%
VOL
16.3%
16.7%
15.4%
-
18.1%
17.6%
TER
1.1%
1.8%
0.9%
-
0.3%
0.6%
AUM
₹16,645 Cr
₹241 Cr
₹30,420 Cr
-
₹409 Cr
₹4,377 Cr
INFO
0.96
0.93
1.08
-
1.02
1.04
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 Aug
Top holdings
ICICI Bank Ltd
7.2%
HDFC Bank Ltd
5.5%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
4.1%
Multi Commodity Exchange of India Ltd
4.1%
Infosys Ltd
3.8%
Treps
3.5%
Dixon Technologies (India) Ltd
3.2%
TVS Motor Co Ltd
3.1%
Prudent Corporate Advisory Services Ltd
3.1%
Top industry exposure
Financial Services
30.0%
Consumer Cyclical
15.4%
Healthcare
12.7%
Industrials
9.2%
Technology
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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