HSBC Tax Saver Equity Fund – Direct Growth

Equity · ELSS
 · ★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.6 %
Expense Ratio
★★
Rating
223
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

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 41.8% 18% 16.2% 15%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
8.05%
6.16%
5.11%
Others
71%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.05%
Infosys IT - Software Equity 6.16%
Axis Bank Banks Equity 5.11%
Reliance Industr Refineries Equity 4.92%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.76%
DLF Realty Equity 4.24%
HDFC Bank Banks Equity 3.7%
KEI Industries Cables Equity 3.45%
Multi Comm. Exc. Miscellaneous Equity 3.12%
Phoenix Mills Realty Equity 2.96%
St Bk of India Banks Equity 2.88%
TVS Motor Co. Automobile Equity 2.86%
Dixon Technolog. Consumer Durables Equity 2.7%
Titan Company Diamond, Gems and Jewellery Equity 2.49%
Amber Enterp. Consumer Durables Equity 2.48%
Sun Pharma.Inds. Pharmaceuticals Equity 2.4%
Rainbow Child. Healthcare Equity 2.31%
PB Fintech. IT - Software Equity 2.17%
Bharti Airtel Telecomm-Service Equity 2.13%
Rategain Travel IT - Software Equity 2.02%
Hind. Unilever FMCG Equity 1.99%
J B Chem & Pharm Pharmaceuticals Equity 1.96%
Prudent Corp. Finance Equity 1.92%
Lupin Pharmaceuticals Equity 1.75%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.56%
APL Apollo Tubes Steel Equity 1.49%
PNC Infratech Construction Equity 1.44%
Container Corpn. Logistics Equity 1.43%
PVR Inox Entertainment Equity 1.38%
360 ONE Finance Equity 1.29%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.25%
Motherson Wiring Auto Ancillaries Equity 1.2%
Godrej Consumer FMCG Equity 1.13%
SRF Chemicals Equity 1.07%
Kajaria Ceramics Ceramic Products Equity 1.03%
Gokaldas Exports Readymade Garments/ Apparells Equity 0.98%
Poly Medicure Healthcare Equity 0.97%
Kirl.Pneumatic Capital Goods-Non Electrical Equipment Equity 0.87%
CCL Products Plantation & Plantation Products Equity 0.85%
Bajaj Auto Automobile Equity 0.71%
Radico Khaitan Alcoholic Beverages Equity 0.57%
Sterling & Wils. Engineering Equity 0.51%
Gujarat Fluoroch Chemicals Equity 0.51%
Banks
19.74%
Consumer Durables
9.95%
IT-Software
8.18%
Realty
7.2%
Construction
6.71%
Others
48.22%
View all Sectors
Sectors Asset
Banks 19.74%
Consumer Durables 9.95%
IT-Software 8.18%
Realty 7.2%
Construction 6.71%
Pharmaceuticals & Biotech 6.11%
Industrial Products 5.81%
Capital Markets 5.04%
Petroleum Products 4.92%
Automobiles 3.57%
Healthcare Services 2.31%
Financial Technology (Fin 2.17%
Telecom-Services 2.13%
Diversified FMCG 1.99%
Chemicals & Petrochemical 1.58%
Electrical Equipments 1.56%
Debt 1.47%
Transport Services 1.43%
Entertainment 1.38%
Finance 1.29%
Auto Components 1.2%
Personal Products 1.13%
Textiles & Apparels 0.98%
Healthcare Equipment & Su 0.97%
Agricultural Food & other 0.85%
Beverages 0.57%
Cash & Others -0.24%
Equity
98.77%
Reverse Repos
1.47%
Net Curr Ass/Net Receivables
-0.24%
Others
0%

Advance Ratio

0.99
Alpha
3.85
SD
0.98
Beta
0.95
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

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 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

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Frequently Asked Questions

How to invest in HSBC Tax Saver Equity Fund – Direct Growth ?

You can invest in HSBC Tax Saver Equity Fund – Direct Growth 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 – Direct Growth 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 – Direct Growth ?

The NAV of HSBC Tax Saver Equity Fund – Direct Growth is ₹81.8 as of 18 March 2024.

How to redeem HSBC Tax Saver Equity Fund – Direct Growth 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 – Direct Growth?

The minimum SIP amount of HSBC Tax Saver Equity Fund – Direct Growth is ₹500

What are the top sectors HSBC Tax Saver Equity Fund – Direct Growth has invested in?

The top sectors HSBC Tax Saver Equity Fund – Direct Growth has invested in are
  1. Banks - 19.74%
  2. Consumer Durables - 9.95%
  3. IT-Software - 8.18%
  4. Realty - 7.2%
  5. Construction - 6.71%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Tax Saver Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Tax Saver Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Tax Saver Equity Fund – Direct Growth generated ?

The HSBC Tax Saver Equity Fund – Direct Growth has delivered 15% since inception

What is the expense ratio of HSBC Tax Saver Equity Fund – Direct Growth ?

The expense ratio of HSBC Tax Saver Equity Fund – Direct Growth is 1.6 % as of 18 March 2024.

What is the AUM of HSBC Tax Saver Equity Fund – Direct Growth?

The AUM of HSBC Tax Saver Equity Fund – Direct Growth is ₹1,02,162 Cr as of 18 March 2024

What are the top stock holdings of HSBC Tax Saver Equity Fund – Direct Growth?

The top stock holdings of HSBC Tax Saver Equity Fund – Direct Growth are
  1. ICICI Bank - 8.05%
  2. Infosys - 6.16%
  3. Axis Bank - 5.11%
  4. Reliance Industr - 4.92%
  5. Larsen & Toubro - 4.76%

How can I redeem my investments in HSBC Tax Saver Equity Fund – Direct Growth?

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 Tax Saver Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now