HSBC Tax Saver Equity Fund

Equity | ELSS Mutual Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.3 % 2★ ₹191 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.3 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹191 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -1.5% 13.2% 7.7% 13.2%
Category Average 0.7% 15.7% 10.1% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
9.35%
ICICI Bank
9.07%
Infosys
7.56%
Reliance Industr
5.98%
Larsen & Toubro
4.36%
Others
63.68%
Banks
27.33%
Consumer Durables
6.16%
Petroleum Products
5.98%
Construction & Others
5.49%
Finance
4.01%
Others
51.03%
Equity
98.46%
Reverse Repos
1.82%
Net Curr Ass/Net Receivables
-0.29%
Others
0.01%

Fund House Details

HSBC Mutual Fund

HSBC Tax Saver Equity Fund

Fund Manager
Gautam Bhupal

Exit Load

Exit Load NIL

Advance Ratio

-0.01 1.17 1 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

  • HSBC ELSS Fund – Direct Growth
    Equity | ELSS Mutual Funds | 1
    -0.8%
    11.7%
    6.3%
    1Y
    3Y
    5Y

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

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"
The HSBC Tax Saver Equity Fund has delivered 13.2% since inception
The NAV of HSBC Tax Saver Equity Fund is ₹59.8 as of 30 January 2023.
The expense ratio of HSBC Tax Saver Equity Fund is 1.3 % as of 30 January 2023.
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”.
Invest Now