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
₹105.1445
-0.47%
(13 Jun)
AUM
244 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
+14.9%
+12.4%
+9.9%
+6.3%
+5.0%
+4.1%
3Y
+24.1%
+31.9%
+25.8%
+28.9%
+26.7%
+21.4%
5Y
+26.3%
+29.4%
+28.3%
+29.6%
+25.3%
+23.9%
ALL
+15.8%
+18.6%
+15.7%
+16.9%
+19.5%
+14.3%
VOL
16.8%
17.7%
16.4%
15.5%
18.4%
-
TER
1.8%
0.6%
1.1%
0.9%
0.6%
-
AUM
₹244 Cr
₹4,360 Cr
₹16,454 Cr
₹29,667 Cr
₹385 Cr
-
INFO
0.94
1.05
0.95
1.09
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 Apr
Top holdings
ICICI Bank Ltd
7.6%
HDFC Bank Ltd
5.7%
Reliance Industries Ltd
4.5%
Multi Commodity Exchange of India Ltd
4.3%
Bharti Airtel Ltd
4.1%
Infosys Ltd
4.0%
Dixon Technologies (India) Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.5%
PB Fintech Ltd
3.2%
State Bank of India
2.9%
Top industry exposure
Financial Services
33.3%
Consumer Cyclical
13.8%
Healthcare
11.5%
Technology
10.1%
Industrials
7.7%
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