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
₹29.6578
+0.22%
(25 Nov)
AUM
195 Cr
TER
1.28%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.9%
+7.5%
+4.1%
+3.4%
+2.2%
-0.5%
3Y
+40.2%
+24.6%
+20.6%
+17.0%
+24.8%
+14.4%
5Y
+23.6%
+12.8%
+13.8%
+10.8%
+13.5%
+8.1%
ALL
+21.0%
+17.4%
+13.7%
+18.8%
+16.7%
+13.2%
VOL
18.6%
18.1%
16.0%
-
16.9%
18.9%
TER
0.6%
0.7%
1.6%
-
1.3%
1.3%
AUM
₹2,127 Cr
₹3,986 Cr
₹576 Cr
-
₹676 Cr
₹195 Cr
INFO
1.13
0.96
0.85
-
0.99
0.70
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 30th Sep
Top holdings
ICICI Bank Ltd
8.9%
HDFC Bank Ltd
8.3%
Infosys Ltd
7.2%
Reliance Industries Ltd
6.4%
Larsen & Toubro Ltd
4.4%
State Bank of India
3.7%
Bajaj Finance Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.0%
Axis Bank Ltd
2.8%
Hindustan Unilever Ltd
2.6%
Top industry exposure
Financial Services
34.8%
Technology
12.5%
Consumer Cyclical
12.2%
Industrials
8.9%
Healthcare
8.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
34%
Lock-in period
3Y
Exit load
No exit load
Fund objective
Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias. The Fund may also invest in fixed income securities.
Fund manager(s)
Gautam Bhupal

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