HSBC ELSS Tax Saver Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.12 %
Expense Ratio
Rating
3,888
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 42.5% | 20.9% | 18.8% | 15.7% | ||||
| Category Average | 37.8% | 19.7% | 19% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.24
Alpha
3.7
SD
0.9
Beta
0.84
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate long-term capital growth from a diversified portfolo of predominantly equity and equity-related securities.
Fund Managers
Cheenu Gupta - Equities Mutual Fund - Fund Manager
Mr Cheenu Gupta is the top-performing mutual fund manager at Canara Robeco Mutual Fund. Mr Cheenu Gupta is the best performer at Canara Robeco Mutual Fund and is very well-known in the market. Mr Cheenu Gupta is considered the best Mutual Fund Manager in the country, managing five equity mutual funds.
Mr Cheenu Gupta is the CIO at Canara Robeco Mutual Fund and is a graduate of the Indian Institute of Management. He is known to be a very skilled mutual fund manager, which is why a lot of investors are keen on investing in his mutual fund. He likes to go fishing in his spare time.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 40
-
41.3%Fund Size - 40
-
32.5%Fund Size - 40
-
25.9%Fund Size - 40
-
- Equity .
- ELSS .
-
- 38
-
40.4%Fund Size - 38
-
31.6%Fund Size - 38
-
25.6%Fund Size - 38
-
- Equity .
- ELSS .
-
- 82
-
40.3%Fund Size - 82
-
31.5%Fund Size - 82
-
25.1%Fund Size - 82
-
- Equity .
- ELSS .
-
- 32
-
40.8%Fund Size - 32
-
30.3%Fund Size - 32
-
25.3%Fund Size - 32
-
- Equity .
- ELSS .
-
- 71
-
44.8%Fund Size - 71
-
26.4%Fund Size - 71
-
26.1%Fund Size - 71
AMC Contact Details
HSBC Mutual Fund
AUM:
1,09,951 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 10,342
-
62.1%Fund Size - 10,342
-
25.9%Fund Size - 10,342
-
23.4%Fund Size - 10,342
-
- Equity .
- Large & Mid Cap .
-
- 3,009
-
47.9%Fund Size - 3,009
-
24.3%Fund Size - 3,009
-
22.4%Fund Size - 3,009
-
- Equity .
- Value .
-
- 12,067
-
54.1%Fund Size - 12,067
-
29%Fund Size - 12,067
-
24.3%Fund Size - 12,067
-
- Equity .
- Small Cap .
-
- 300
-
28.2%Fund Size - 300
-
34.7%Fund Size - 300
-
16.5%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 14,619
-
50.5%Fund Size - 14,619
-
33.7%Fund Size - 14,619
-
28.5%Fund Size - 14,619
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in HSBC ELSS Tax Saver Fund – Direct (IDCW) ?
You can invest in HSBC ELSS Tax Saver Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC ELSS Tax Saver Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC ELSS Tax Saver Fund – Direct (IDCW) ?
The NAV of HSBC ELSS Tax Saver Fund – Direct (IDCW) is ₹39.9 as of 17 May 2024.
How to redeem HSBC ELSS Tax Saver Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC ELSS Tax Saver Fund – Direct (IDCW)?
The minimum SIP amount of HSBC ELSS Tax Saver Fund – Direct (IDCW) is ₹500
What are the top sectors HSBC ELSS Tax Saver Fund – Direct (IDCW) has invested in?
The top sectors HSBC ELSS Tax Saver Fund – Direct (IDCW) has invested in are
- Banks - 12.96%
- Electrical Equipments - 10.97%
- IT-Software - 9.77%
- Finance - 7.92%
- Construction - 6.64%
Can I make investments in both the SIP and Lump Sum schemes of HSBC ELSS Tax Saver Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of HSBC ELSS Tax Saver Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have HSBC ELSS Tax Saver Fund – Direct (IDCW) generated ?
The HSBC ELSS Tax Saver Fund – Direct (IDCW) has delivered 15.7% since inception
What is the expense ratio of HSBC ELSS Tax Saver Fund – Direct (IDCW) ?
The expense ratio of HSBC ELSS Tax Saver Fund – Direct (IDCW) is 1.12 % as of 17 May 2024.
What is the AUM of HSBC ELSS Tax Saver Fund – Direct (IDCW)?
The AUM of HSBC ELSS Tax Saver Fund – Direct (IDCW) is ₹1,09,951 Cr as of 17 May 2024
What are the top stock holdings of HSBC ELSS Tax Saver Fund – Direct (IDCW)?
The top stock holdings of HSBC ELSS Tax Saver Fund – Direct (IDCW) are
- HDFC Bank - 4.54%
- Reliance Industr - 4.06%
- Larsen & Toubro - 3.68%
- ICICI Bank - 3.42%
- KPIT Technologi. - 2.54%
How can I redeem my investments in HSBC ELSS Tax Saver Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC ELSS Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC ELSS Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.