Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
HSBC Mutual Fund

HSBC Tax Saver Equity Fund Direct-Growth

NAV
returns change indicator
59.3050
as on 20 Sep 2021, 10:45 PM
-0.6925(1.15%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
21st of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,51,491
star
1,56,822
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
56,822
Profit (absolute return)
56.82%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
12.10%
In the last 6 months
21.59%
In the last 1 year
55.26%
In the last 3 years
56.82%
In the last 5 years
91.68%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

HSBC Tax Saver Equity Fund Direct-Growth
HSBC Tax Saver Equity Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
196.71 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.26%
Expense Ratio
Plan
Growth
0.86%
Cash Holding
Benchmark
S&P BSE 200 Total Return Index
Scheme Document
Benchmark
S&P BSE 200 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Financial
35.16%
69.16 Cr
Technology
16.15%
31.77 Cr
Construction
12.99%
25.55 Cr
Healthcare
7.43%
14.62 Cr
FMCG
4.67%
9.19 Cr
Energy
4.30%
8.46 Cr
Automobile
4.06%
7.99 Cr
Engineering
4.03%
7.93 Cr
Consumer Durable
3.41%
6.71 Cr
Insurance
2.06%
4.05 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
ICICI Bank Ltd.
9.67%
19.02 Cr
Infosys Ltd.
9.23%
18.16 Cr
HDFC Bank Ltd.
7.78%
15.30 Cr
Bajaj Finance Ltd.
4.99%
9.82 Cr
Reliance Industries Ltd.
4.08%
8.03 Cr
Tata Consultancy Services Ltd.
3.73%
7.34 Cr
Larsen & Toubro Ltd.
3.42%
6.73 Cr
Axis Bank Ltd.
3.22%
6.33 Cr
Hindustan Unilever Ltd.
3.17%
6.24 Cr
Sun Pharmaceutical Industries Ltd.
2.66%
5.23 Cr
View All
View All

About HSBC Tax Saver Equity Fund Direct-Growth

HSBC Tax Saver Equity Fund Direct-Growth is a Tax Saver mutual fund scheme from HSBC Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Gautam Bhupal. It has an AUM of ₹196.71 Crores and the latest NAV decalared is ₹59.305 as on 21 Sep 2021 at 8:18 am.
HSBC Tax Saver Equity Fund Direct-Growth scheme return performance in last 1 year is 55.26%, in last 3 years is 56.82% and 246.84% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:196.71 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims 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.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

HSBC Mutual Fund
HSBC Mutual Fund
View AMC Details
11,740.56 Cr
AUM
56
Schemes
Address
Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East,400063
Phone Number
Phone Number
Phone : 022-66145000 / 66668819 / 1800-200-2434
Fax : 022-40029600