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
₹106.0153
-1.13%
(9 Jan)
AUM
246 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
+11.2%
+6.1%
+5.3%
+3.9%
+2.0%
-6.5%
3Y
+22.2%
+24.3%
+22.9%
+16.3%
+19.5%
+24.2%
5Y
+21.7%
+21.1%
NA
+15.6%
+17.4%
+20.2%
ALL
+15.3%
+16.3%
+21.3%
+12.5%
+15.1%
+17.3%
VOL
16.1%
15.3%
12.7%
-
16.6%
17.5%
TER
1.1%
0.9%
0.7%
-
1.8%
0.6%
AUM
₹17,241 Cr
₹32,609 Cr
₹451 Cr
-
₹246 Cr
₹4,341 Cr
INFO
0.95
1.07
1.68
-
0.91
0.99
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 30th Nov
Top holdings
ICICI Bank Ltd
7.0%
Treps
6.0%
HDFC Bank Ltd
5.7%
Multi Commodity Exchange of India Ltd
5.4%
Reliance Industries Ltd
4.8%
Bharti Airtel Ltd
4.5%
Infosys Ltd
4.0%
State Bank of India
3.4%
TVS Motor Co Ltd
3.3%
PB Fintech Ltd
3.0%
Top industry exposure
Financial Services
32.0%
Consumer Cyclical
15.8%
Healthcare
10.9%
Industrials
9.1%
Technology
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
10%
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
Mayank Chaturvedi

FAQs