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
₹90.1807
-1.96%
(27 Feb)
AUM
236 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
+8.9%
+8.5%
+7.5%
+6.6%
+1.9%
+1.8%
3Y
+16.4%
+22.5%
+24.6%
+21.3%
+14.5%
+18.7%
5Y
+17.3%
+21.1%
+23.3%
+19.1%
+17.0%
+17.0%
ALL
+14.9%
+15.0%
+16.4%
+17.1%
+14.0%
+16.9%
VOL
16.7%
16.5%
15.5%
17.4%
-
18.2%
TER
1.6%
1.1%
0.9%
0.7%
-
0.5%
AUM
₹236 Cr
₹15,413 Cr
₹27,306 Cr
₹3,876 Cr
-
₹374 Cr
INFO
0.89
0.91
1.05
0.98
-
0.93
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 31st Dec
Top holdings
ICICI Bank Ltd
6.1%
Infosys Ltd
5.9%
Dixon Technologies (India) Ltd
5.2%
HDFC Bank Ltd
4.7%
Multi Commodity Exchange of India Ltd
4.4%
Amber Enterprises India Ltd Ordinary Shares
4.2%
PB Fintech Ltd
3.8%
Reliance Industries Ltd
3.5%
KEI Industries Ltd
3.5%
Bharti Airtel Ltd
3.2%
Top industry exposure
Financial Services
29.6%
Technology
14.0%
Consumer Cyclical
13.6%
Healthcare
12.0%
Industrials
10.4%
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