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HSBC ELSS Tax saver Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.10 | 17.43 | 1.82 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 15.10 | 1.53 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC ELSS Tax saver Fund | 39.02% | 19.12% | 16.24% |
| Axis ELSS Tax Saver Fund | 25.72% | 8.31% | 17.73% |
| SBI Long Term Equity Fund | 41.95% | 24.44% | 17.41% |
| Mirae Asset ELSS Tax Saver Fund | 28.37% | 15.21% | 20.30% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.45 %
Holdings
4.74 %
0.45 % - ICICI Bank Ltd3M change : 0.30 %
Holdings
3.51 %
0.30 % - Infosys Ltd3M change : 0.20 %
Holdings
3.20 %
0.20 %
AMC Profile
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,27,812.27 Cr.
Fund Manager Profile
Abhishek Gupta
AUM: ₹15,269.89 Cr.
|
Exp: 16yrs
Gautam Bhupal
AUM: ₹36,752.73 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
HSBC Securities' Amit Sachdeva On Why India Remains Attractive For FIIs | BQ Prime
1 year ago•BQ Prime
Talking Point: HSBC's Amit Sachdeva On Markets & Sectoral Bets | BQ Prime
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India’s April-June GDP Grows By 7.8%, Highest In Four Quarters | BQ Prime
1 year ago•BQ Prime
HSBC’s Amit Sachdeva On India Equity Strategy Report | BQ Prime
1 year ago•BQ Prime
A Positive Cyclical Element Gives Near Term Buoyancy: HSBC's Pranjul Bhandari | BQ Prime
1 year ago•BQ Prime
India's 'Exceptionalism' Amid Global Turmoil | BQPrime
1 year ago•BQ Prime
World View | India Could Outgrow China Over The Next Decade | BQ Prime
1 year ago•BQ Prime
The World View With Xavier Baraton | BQ Prime
1 year ago•BQ Prime
The World View With Xavier Baraton | BQ Prime
1 year ago•BQ Prime
L&T Tax Advantage Fund Review 2019 | Best ELSS L&T Mutual Funds | Mutual Fund Review
5 years ago•The Mutual Fund Talk
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%