HSBC Tax Saver Equity Fund
500
Min SIP
5,000
Min Lumpsum
1.31 %
Expense Ratio
Rating
179
Fund Size (in Cr)
10 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 | 13.2% | 24.4% | 11.1% | 13.5% | ||||
| Category Average | 14.1% | 25.4% | 12.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Infosys
Axis Bank
St Bk of India
Others
Advance Ratio
-0.09
Alpha
4.48
SD
1
Beta
0.44
Sharpe
Exit Load
| Exit Load | NIL |
|---|
Fund Objective
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.
Fund Managers
Gautam Bhupal - Fund Manager
Mr Bhupal has a PGDBM, a CA, CS, and a B.Com (Hons). Before joining HSBC Mutual Fund, he formerly worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, and UTI Securities Ltd.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 4,740
-
16.6%Fund Size - 4,740
-
27.8%Fund Size - 4,740
-
12.2%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 3,559
-
19.9%Fund Size - 3,559
-
27.7%Fund Size - 3,559
-
16%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 11,451
-
14.6%Fund Size - 11,451
-
27.2%Fund Size - 11,451
-
9.2%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 966
-
14.5%Fund Size - 966
-
25.9%Fund Size - 966
-
12.2%Fund Size - 966
-
- Equity .
- ELSS .
-
- 10,161
-
13.5%Fund Size - 10,161
-
24.6%Fund Size - 10,161
-
13.5%Fund Size - 10,161
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 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
Frequently Asked Questions
How to invest in HSBC Tax Saver Equity Fund ?
You can invest in HSBC Tax Saver Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Tax Saver Equity Fund 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 Tax Saver Equity Fund ?
The NAV of HSBC Tax Saver Equity Fund is ₹64.2 as of 06 June 2023.
How to redeem HSBC Tax Saver Equity Fund 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 Tax Saver Equity Fund?
The minimum SIP amount of HSBC Tax Saver Equity Fund is ₹500
What are the top sectors HSBC Tax Saver Equity Fund has invested in??
The top sectors HSBC Tax Saver Equity Fund has invested in are
- HDFC Bank - 9.78%
- ICICI Bank - 9.72%
- Infosys - 6.7%
- Axis Bank - 5.08%
- St Bk of India - 4.96%
How much returns have HSBC Tax Saver Equity Fund generated ?
The HSBC Tax Saver Equity Fund has delivered 13.5% since inception
What is the expense ratio of HSBC Tax Saver Equity Fund ?
The expense ratio of HSBC Tax Saver Equity Fund is 1.31 % as of 06 June 2023.
What is the AUM of HSBC Tax Saver Equity Fund?
The AUM of HSBC Tax Saver Equity Fund is ₹12,789 Cr as of 06 June 2023
What are the top stock holdings of HSBC Tax Saver Equity Fund?
The top stock holdings of HSBC Tax Saver Equity Fund are
- HDFC Bank - 9.78%
- ICICI Bank - 9.72%
- Infosys - 6.7%
- Axis Bank - 5.08%
- St Bk of India - 4.96%