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HSBC Tax Saver Equity Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.60 | 15.03 | 2.11 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 14.98 | 1.37 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not 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
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Tax Saver Equity Fund(IDCW) | 27.46% | 14.12% | 8.64% |
| Axis ELSS Tax Saver Fund(IDCW) | 11.50% | 3.15% | 13.38% |
| SBI Long Term Equity Fund(IDCW) | 33.85% | 18.38% | 9.76% |
| Mirae Asset ELSS Tax Saver Fund(IDCW) | 22.91% | 7.62% | 13.52% |
Price Comparison
Compare HSBC Tax Saver Equity Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.26 %
Holdings
6.24 %
0.26 % - Infosys Ltd3M change : -0.36 %
Holdings
5.86 %
-0.36 % - Dixon Technologies (India) Ltd3M 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
₹ 1,30,382.35 Cr.
Fund Manager Profile
Gautam Bhupal
AUM: ₹37,045.34 Cr.
|
Exp: —
Qualification
PGDBM, CA, CS, B.Com (Hons)
Past Experience
Over 11 years of experiences in areas of Research and Fund Management.
Funds Managed (52)
HSBC Infrastructure Fund-Reg(IDCW-Payout)
HSBC Large Cap Fund(IDCW-Payout)
HSBC Business Cycles Fund(IDCW)
HSBC ELSS Tax saver Fund(IDCW)
HSBC Value Fund(IDCW-Payout)
HSBC Business Cycles Fund-Reg(IDCW)
HSBC Business Cycles Fund(IDCW-Payout)
HSBC Business Cycles Fund-Reg(IDCW-Payout)
HSBC Large Cap Fund(IDCW)
HSBC Infrastructure Fund(IDCW Payout)
HSBC Value Fund(IDCW)
HSBC Value Fund-Reg(IDCW-Payout)
HSBC Large Cap Fund(IDCW-Payout)
HSBC ELSS Tax saver Fund-Reg(IDCW)
HSBC Value Fund-Reg(IDCW)
HSBC Tax Saver Equity Fund(IDCW)
HSBC Large Cap Fund(IDCW)
HSBC Infrastructure Fund-Reg(IDCW)
HSBC Infrastructure Fund(IDCW)
HSBC Multi Cap Fund-Reg(IDCW)
HSBC Multi Cap Fund(IDCW Payout)
HSBC Multi Cap Fund-Reg(IDCW Payout)
HSBC Multi Cap Fund(IDCW)
HSBC Consumption Fund(IDCW)
HSBC Consumption Fund(IDCW Payout)
HSBC Consumption Fund-Reg(IDCW Payout)
HSBC Consumption Fund-Reg(IDCW)
HSBC Tax Saver Equity Fund(IDCW)
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%