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
₹100.9408
-0.79%
(17 Jan)
AUM
260 Cr
TER
1.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+34.4%
+25.3%
+23.2%
+17.1%
+14.9%
+13.8%
3Y
+23.1%
+16.0%
+21.8%
+19.8%
+13.2%
+18.3%
5Y
+22.9%
+19.7%
+23.7%
+20.5%
+18.0%
+18.0%
ALL
+19.2%
+16.0%
+17.0%
+15.5%
+14.9%
+19.1%
VOL
17.2%
16.6%
15.5%
16.5%
-
18.1%
TER
0.6%
1.6%
0.9%
1.1%
-
0.6%
AUM
₹4,415 Cr
₹260 Cr
₹27,791 Cr
₹15,729 Cr
-
₹397 Cr
INFO
1.12
0.96
1.09
0.94
-
1.06
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 30th Nov
Top holdings
ICICI Bank Ltd
6.2%
Infosys Ltd
5.9%
Dixon Technologies (India) Ltd
5.1%
HDFC Bank Ltd
4.8%
Multi Commodity Exchange of India Ltd
4.4%
Reliance Industries Ltd
3.7%
Amber Enterprises India Ltd Ordinary Shares
3.5%
PB Fintech Ltd
3.4%
KEI Industries Ltd
3.4%
Bharti Airtel Ltd
3.3%
Top industry exposure
Financial Services
29.8%
Technology
13.8%
Consumer Cyclical
12.4%
Healthcare
12.2%
Industrials
10.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
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