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
₹38.7591
+0.47%
(3 Oct)
AUM
241 Cr
TER
1.8%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-0.5%
-2.7%
-4.7%
-4.7%
-4.8%
-5.3%
3Y
+19.7%
+18.0%
+25.3%
+25.3%
+26.7%
+23.3%
5Y
+22.2%
+20.7%
+25.6%
+25.6%
+26.8%
+21.8%
ALL
+14.7%
+13.0%
+16.1%
+16.1%
+17.4%
+18.3%
VOL
18.4%
-
17.3%
17.3%
18.1%
18.3%
TER
1.8%
-
0.9%
0.9%
0.7%
0.3%
AUM
₹241 Cr
-
₹29,937 Cr
₹29,937 Cr
₹4,223 Cr
₹409 Cr
INFO
0.80
-
0.93
0.93
0.96
1.00
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 Aug
Top holdings
ICICI Bank Ltd
7.2%
HDFC Bank Ltd
5.5%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
4.1%
Multi Commodity Exchange of India Ltd
4.1%
Infosys Ltd
3.8%
Treps
3.5%
Dixon Technologies (India) Ltd
3.2%
TVS Motor Co Ltd
3.1%
Prudent Corporate Advisory Services Ltd
3.1%
Top industry exposure
Financial Services
30.0%
Consumer Cyclical
15.4%
Healthcare
12.7%
Industrials
9.2%
Technology
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
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