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
₹106.2793
-1.07%
(1 Aug)
AUM
253 Cr
TER
1.8%
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
+8.8%
+5.0%
+4.1%
-1.8%
-2.0%
-2.3%
3Y
+21.3%
+28.4%
+23.6%
+26.1%
+23.8%
+17.2%
5Y
+24.2%
+28.0%
+26.4%
+26.6%
+22.9%
+21.5%
ALL
+15.8%
+18.5%
+15.5%
+16.7%
+18.7%
+13.7%
VOL
16.7%
17.7%
16.4%
15.5%
18.3%
-
TER
1.8%
0.6%
1.1%
0.9%
0.6%
-
AUM
₹253 Cr
₹4,506 Cr
₹16,908 Cr
₹30,616 Cr
₹435 Cr
-
INFO
0.94
1.05
0.95
1.08
1.02
-
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 Jun
Top holdings
ICICI Bank Ltd
7.1%
HDFC Bank Ltd
5.5%
Multi Commodity Exchange of India Ltd
4.7%
Reliance Industries Ltd
4.5%
Bharti Airtel Ltd
4.1%
Infosys Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.6%
Dixon Technologies (India) Ltd
3.3%
PB Fintech Ltd
2.9%
Prudent Corporate Advisory Services Ltd
2.9%
Top industry exposure
Financial Services
32.4%
Consumer Cyclical
15.9%
Healthcare
12.0%
Technology
9.4%
Industrials
8.9%
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