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
₹98.6847
-1.80%
(25 Apr)
AUM
210 Cr
TER
1.59%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+13.2%
+12.6%
+7.7%
+6.0%
+5.1%
+3.7%
3Y
+23.4%
+18.7%
+25.0%
+24.1%
+16.0%
+22.0%
5Y
+29.4%
+25.9%
+30.4%
+28.4%
+24.3%
+25.4%
ALL
+15.5%
+15.4%
+16.6%
+17.6%
+14.4%
+18.0%
VOL
16.5%
16.8%
15.5%
17.7%
-
18.4%
TER
1.1%
1.6%
0.9%
0.7%
-
0.6%
AUM
₹15,556 Cr
₹210 Cr
₹27,730 Cr
₹3,817 Cr
-
₹378 Cr
INFO
0.94
0.91
1.07
1.00
-
0.98
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 28th Feb
Top holdings
ICICI Bank Ltd
7.1%
Infosys Ltd
6.6%
HDFC Bank Ltd
5.7%
Dixon Technologies (India) Ltd
4.7%
Multi Commodity Exchange of India Ltd
4.4%
Reliance Industries Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
4.0%
Bharti Airtel Ltd
3.9%
PB Fintech Ltd
3.3%
State Bank of India
2.8%
Top industry exposure
Financial Services
31.5%
Technology
13.7%
Consumer Cyclical
13.3%
Healthcare
11.8%
Industrials
8.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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