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
₹98.7915
-0.99%
(8 May)
AUM
210 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
+15.4%
+15.3%
+9.8%
+7.6%
+4.9%
+1.2%
3Y
+20.9%
+24.9%
+26.5%
+18.0%
+25.8%
+22.4%
5Y
+26.6%
+29.6%
+30.4%
+24.6%
+28.1%
+24.9%
ALL
+15.4%
+15.5%
+16.6%
+14.5%
+17.4%
+17.6%
VOL
16.8%
16.5%
15.5%
-
17.7%
18.4%
TER
1.6%
1.1%
0.9%
-
0.7%
0.6%
AUM
₹210 Cr
₹15,556 Cr
₹27,730 Cr
-
₹3,897 Cr
₹378 Cr
INFO
0.92
0.94
1.07
-
0.98
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 28th Feb
Top holdings
ICICI Bank Ltd
7.1%
Infosys Ltd
6.6%
HDFC Bank Ltd
5.7%
Dixon Technologies (India) Ltd
4.7%
Multi Commodity Exchange of India Ltd
4.4%
Reliance Industries Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
4.0%
Bharti Airtel Ltd
3.9%
PB Fintech Ltd
3.3%
State Bank of India
2.8%
Top industry exposure
Financial Services
31.5%
Technology
13.7%
Consumer Cyclical
13.3%
Healthcare
11.8%
Industrials
8.7%
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