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HSBC Tax Saver Equity Fund

Growth
106.570.18% (-0.19)

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HSBC Tax Saver Equity Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 260 Cr
Very High RiskPrinciple investment will be at very high risk
106.570.18% (-0.19)

Price Chart

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Returns
0.00%
1M
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Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 260 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.6015.151.81
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.051.08

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
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

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Tax Saver Equity Fund34.91%20.73%16.56%
Axis ELSS Tax Saver Fund19.54%9.72%17.67%
SBI Long Term Equity Fund30.48%25.70%17.33%
Mirae Asset ELSS Tax Saver Fund20.23%16.48%20.32%

Price Comparison

Compare HSBC Tax Saver Equity Fund with any MF, ETF, stock or index
Compare HSBC Tax Saver Equity Fund with any MF, ETF, stock or index
HSBC Tax Saver Equity Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.51%1.46%98.02%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+27 moreSpecialized FinancePharmaceuticalsIT Services & ConsultingHome Electronics & AppliancesPrivate Banks58.14 %4.93 %7.10 %7.98 %8.56 %13.31 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2420.19%18.84%16.13%14.67%13.18%13.31%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.26 %

    Holdings

    6.24 %

    0.26 %
  • Infosys Ltd
    INFY
    3M change : -0.36 %

    Holdings

    5.86 %

    -0.36 %
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 0.44 %

    Holdings

    5.06 %

    0.44 %

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

    ₹ 1,29,866.73 Cr.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹37,027.16 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Qualification

PGDBM, CA, CS, B.Com (Hons)

Past Experience

Over 11 years of experiences in areas of Research and Fund Management.

Funds Managed (26)

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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