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
₹108.8748
+0.22%
(18 Sep)
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
+4.4%
+3.8%
-1.4%
-1.5%
-2.1%
-2.4%
3Y
+20.8%
+22.9%
+17.5%
+24.9%
+27.0%
+22.9%
5Y
+23.3%
+25.8%
+20.9%
+25.6%
+27.4%
+21.5%
ALL
+15.7%
+15.6%
+13.1%
+16.6%
+18.5%
+18.8%
VOL
16.7%
16.3%
-
15.4%
17.6%
18.2%
TER
1.8%
1.1%
-
0.9%
0.7%
0.3%
AUM
₹241 Cr
₹16,525 Cr
-
₹29,937 Cr
₹4,223 Cr
₹409 Cr
INFO
0.94
0.96
-
1.08
1.05
1.03
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 31st Jul
Top holdings
ICICI Bank Ltd
7.4%
HDFC Bank Ltd
5.6%
Amber Enterprises India Ltd Ordinary Shares
4.3%
Reliance Industries Ltd
4.2%
Multi Commodity Exchange of India Ltd
4.1%
Bharti Airtel Ltd
4.0%
Dixon Technologies (India) Ltd
3.8%
Infosys Ltd
3.8%
Prudent Corporate Advisory Services Ltd
3.1%
PB Fintech Ltd
2.9%
Top industry exposure
Financial Services
31.6%
Consumer Cyclical
16.6%
Healthcare
13.1%
Industrials
9.1%
Technology
9.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
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