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
₹101.1528
+0.48%
(19 Nov)
AUM
261 Cr
TER
1.1%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+51.4%
+40.8%
+38.1%
+34.7%
+27.8%
+26.6%
3Y
+24.7%
+23.1%
+17.5%
+21.2%
+14.9%
+18.7%
5Y
+24.2%
+24.8%
+20.6%
+21.3%
+19.2%
+32.2%
ALL
+19.7%
+17.3%
+16.2%
+15.8%
+15.6%
+21.9%
VOL
17.1%
15.6%
16.6%
16.6%
-
17.1%
TER
0.7%
0.9%
1.1%
1.1%
-
0.7%
AUM
₹4,074 Cr
₹27,559 Cr
₹261 Cr
₹15,935 Cr
-
₹10,980 Cr
INFO
1.15
1.11
0.97
0.95
-
1.28
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 Jul
Top holdings
Infosys Ltd
6.1%
ICICI Bank Ltd
6.1%
Reliance Industries Ltd
4.5%
HDFC Bank Ltd
4.5%
Dixon Technologies (India) Ltd
4.4%
Larsen & Toubro Ltd
4.1%
KEI Industries Ltd
3.8%
Axis Bank Ltd
3.4%
Multi Commodity Exchange of India Ltd
3.2%
State Bank of India
3.0%
Top industry exposure
Financial Services
29.7%
Industrials
14.2%
Technology
13.6%
Consumer Cyclical
11.6%
Healthcare
9.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
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