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
₹99.2609
-0.65%
(30 Apr)
AUM
210 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
+14.8%
+13.5%
+9.1%
+7.5%
+4.9%
+4.2%
3Y
+23.2%
+18.9%
+24.8%
+24.2%
+16.0%
+21.7%
5Y
+29.3%
+25.5%
+30.2%
+28.0%
+23.0%
+25.0%
ALL
+15.6%
+15.5%
+16.7%
+17.8%
+14.6%
+18.2%
VOL
16.5%
16.8%
15.5%
17.7%
-
18.4%
TER
1.1%
1.6%
0.9%
0.7%
-
0.6%
AUM
₹15,556 Cr
₹210 Cr
₹27,730 Cr
₹3,817 Cr
-
₹378 Cr
INFO
0.95
0.92
1.07
1.00
-
0.99
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 28th Feb
Top holdings
ICICI Bank Ltd
7.1%
Infosys Ltd
6.6%
HDFC Bank Ltd
5.7%
Dixon Technologies (India) Ltd
4.7%
Multi Commodity Exchange of India Ltd
4.4%
Reliance Industries Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
4.0%
Bharti Airtel Ltd
3.9%
PB Fintech Ltd
3.3%
State Bank of India
2.8%
Top industry exposure
Financial Services
31.5%
Technology
13.7%
Consumer Cyclical
13.3%
Healthcare
11.8%
Industrials
8.7%
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