16620
22962
HSBC Tax Saver Equity Fund - Direct (G)
7
1
7
1
3.5

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

Start Investing
  • NAV

    101.24

    23 Jan 2026

  • -1.31%

     1 Day

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 1.8%

    Expense Ratio
  • 2

    Rating
  • 244 Cr

    Fund Size
  • 13 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 23 Jan 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.67%
  • 19.90%
  • 16.33%
  • 14.99
  • 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.
Low Low to
moderate
Moderate Moderately
High
High Very
High
No data available

FAQs

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 23 Jan 2026

The expense ratio of HSBC Tax Saver Equity Fund - Direct (G) is 1.8 % as of 23 Jan 2026

The AUM of HSBC Tax Saver Equity Fund - Direct (G) 225.94 CR as of 23 Jan 2026

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

  1. ICICI Bank - 6.88%
  2. TREPS - 6.13%
  3. Multi Comm. Exc. - 6.04%
  4. HDFC Bank - 5.64%
  5. Reliance Industr - 4.85%

The top sectors HSBC Tax Saver Equity Fund - Direct (G) has invested in are

  1. Banks - 17.68%
  2. Consumer Durables - 10.49%
  3. Construction - 8.08%
  4. Capital Markets - 7.58%
  5. IT-Software - 7.28%

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91

By proceeding, you agree to all T&C*

footer_form