HSBC Tax Saver Equity IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HSBC Tax Saver Equity IDCW Reinvest Direct Plan

NAV
₹42.4727
+0.12%
(24 Dec)
AUM
260 Cr
TER
1.6%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+51.5%
+35.6%
+32.0%
+32.0%
+24.5%
+21.6%
3Y
+29.4%
+20.4%
+25.9%
+25.9%
+23.1%
+17.4%
5Y
+25.6%
+20.6%
+24.8%
+24.8%
+21.3%
+19.6%
ALL
+19.6%
+15.9%
+17.1%
+17.1%
+15.6%
+14.9%
VOL
17.6%
18.3%
17.6%
17.6%
19.1%
-
TER
0.7%
1.6%
0.9%
0.9%
1.1%
-
AUM
₹4,187 Cr
₹260 Cr
₹27,847 Cr
₹27,847 Cr
₹15,945 Cr
-
INFO
1.12
0.87
0.97
0.97
0.82
-
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 IDCW Reinvest (DR)
₹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 Oct
Top holdings
ICICI Bank Ltd
6.2%
Infosys Ltd
5.6%
Multi Commodity Exchange of India Ltd
4.7%
HDFC Bank Ltd
4.7%
Dixon Technologies (India) Ltd
4.5%
Reliance Industries Ltd
3.9%
Prudent Corporate Advisory Services Ltd
3.8%
Amber Enterprises India Ltd Ordinary Shares
3.5%
Bharti Airtel Ltd
3.3%
KEI Industries Ltd
3.2%
Top industry exposure
Financial Services
31.3%
Technology
13.1%
Consumer Cyclical
12.3%
Healthcare
11.3%
Industrials
11.0%
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

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