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
₹98.0850
+1.30%
(17 Apr)
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
+14.2%
+13.9%
+9.6%
+7.7%
+6.7%
+5.7%
3Y
+16.5%
+21.3%
+22.5%
+22.8%
+20.6%
+14.1%
5Y
+25.6%
+28.7%
+27.9%
+29.9%
+25.1%
+24.0%
ALL
+15.2%
+15.3%
+17.5%
+16.4%
+18.0%
+14.4%
VOL
16.8%
16.5%
17.6%
15.5%
18.4%
-
TER
1.6%
1.1%
0.7%
0.9%
0.6%
-
AUM
₹236 Cr
₹15,556 Cr
₹3,817 Cr
₹27,730 Cr
₹378 Cr
-
INFO
0.91
0.93
0.99
1.06
0.98
-
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