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
₹105.8824
-2.00%
(20 Dec)
AUM
258 Cr
TER
1.6%
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
+53.0%
+37.3%
+33.9%
+28.4%
+25.3%
+23.2%
3Y
+30.7%
+21.8%
+26.8%
+22.8%
+24.1%
+18.3%
5Y
+25.8%
+21.3%
+25.0%
+20.1%
+21.3%
+19.4%
ALL
+20.3%
+16.5%
+17.3%
+20.6%
+15.8%
+15.0%
VOL
17.1%
16.6%
15.5%
18.0%
16.5%
-
TER
0.7%
1.6%
0.9%
0.5%
1.1%
-
AUM
₹4,187 Cr
₹258 Cr
₹27,847 Cr
₹399 Cr
₹15,945 Cr
-
INFO
1.19
0.99
1.11
1.14
0.95
-
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 Sep
Top holdings
ICICI Bank Ltd
6.1%
Infosys Ltd
5.9%
Dixon Technologies (India) Ltd
4.8%
HDFC Bank Ltd
4.6%
Reliance Industries Ltd
4.3%
Multi Commodity Exchange of India Ltd
4.0%
KEI Industries Ltd
3.3%
Prudent Corporate Advisory Services Ltd
3.1%
Larsen & Toubro Ltd
3.1%
PB Fintech Ltd
2.9%
Top industry exposure
Financial Services
29.9%
Technology
13.3%
Consumer Cyclical
12.6%
Industrials
12.0%
Healthcare
10.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
18%
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