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
₹107.7968
-0.58%
(4 Nov)
AUM
241 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
+9.6%
+7.0%
+4.3%
+4.0%
+3.9%
+1.4%
3Y
+22.1%
+22.9%
+20.0%
+17.0%
+24.3%
+26.1%
5Y
+26.5%
+22.4%
+22.8%
+20.5%
+26.4%
+27.2%
ALL
+15.6%
+18.9%
+15.6%
+13.7%
+16.6%
+18.2%
VOL
16.2%
18.1%
16.6%
-
15.3%
17.6%
TER
1.1%
0.3%
1.8%
-
0.9%
0.6%
AUM
₹16,645 Cr
₹409 Cr
₹241 Cr
-
₹30,420 Cr
₹4,377 Cr
INFO
0.96
1.05
0.93
-
1.08
1.04
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 Sep
Top holdings
ICICI Bank Ltd
7.0%
Treps
6.5%
HDFC Bank Ltd
5.5%
Multi Commodity Exchange of India Ltd
4.3%
Reliance Industries Ltd
4.3%
Bharti Airtel Ltd
4.1%
Infosys Ltd
3.8%
TVS Motor Co Ltd
3.3%
Dixon Technologies (India) Ltd
3.2%
State Bank of India
3.1%
Top industry exposure
Financial Services
30.2%
Consumer Cyclical
16.0%
Healthcare
11.4%
Industrials
9.6%
Technology
8.3%
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