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HSBC Tax Saver Equity Fund - Direct (G)
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1
7
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3.5
Invest in Mutual Funds at 0 Transaction cost
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NAV
02 Sep 2026
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
1.8%
Expense Ratio -
244 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 5.39%
- 21.64%
- 16.42%
- 15.59
- NAAlpha
- NASD
- NABeta
- NASharpe
- Exit Load
- NIL
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias.
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High
No data available
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Frequently Asked Questions
HSBC Tax Saver Equity Fund - Direct (G) has delivered 16.25% since inception
The NAV of HSBC Tax Saver Equity Fund - Direct (G) is ₹96.9585 as of
The expense ratio of HSBC Tax Saver Equity Fund - Direct (G) is 1.8 % as of
The AUM of HSBC Tax Saver Equity Fund - Direct (G) 225.94 CR as of
The minimum SIP amount of HSBC Tax Saver Equity Fund - Direct (G) is 500
The top stock holdings of HSBC Tax Saver Equity Fund - Direct (G) are
- ICICI Bank - 6.88%
- TREPS - 6.13%
- Multi Comm. Exc. - 6.04%
- HDFC Bank - 5.64%
- Reliance Industr - 4.85%
The top sectors HSBC Tax Saver Equity Fund - Direct (G) has invested in are
- Banks - 17.68%
- Consumer Durables - 10.49%
- Construction - 8.08%
- Capital Markets - 7.58%
- IT-Software - 7.28%