HS
HSBC Tax Saver Equity Fund Direct Growth
Latest NAV
+1.64% 1Y
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Benchmark: Nifty 500 TRI
Expense ratio
1.80%
AUM
₹244 Cr
Min SIP
₹1,000
Min lump sum
₹500
1Y
+1.64%
3Y (ann.)
+17.80%
5Y (ann.)
+16.45%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹102.58
52-week range
at 18%
₹102.58
Low 23 Jan 2026₹101.24
High 07 Jan 2026₹108.70
Risk level
Very High
Low
Very high
NAV history
03 Jan 2013
Since inception
22 Jan 2026
Returns by period
1W
-4.20%
1M
-6.46%
3M
-6.51%
6M
-6.84%
1Y
+1.64%
3Y
+17.80%
5Y
+16.45%
3Y and 5Y returns are annualised.
Return calculator
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Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
No portfolio disclosure is available for this scheme yet.
About this scheme
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, Mayank Chaturvedi
Exit load: Nil
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹500
SIP
Purchase
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SWP
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