HSBC Tax Saver Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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. The Fund may also invest in fixed income securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Tax Saver Equity Fund - Growth 1.62 3.28 5.35 15.77 9.01 11.73
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Tax Saver Equity Fund - Growth Jan 05, 2007 Unrated 5.35 15.77 9.01 2.49 194.82
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated -9.44 11.80 10.87 1.60 31,623.92
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 0.65 9.51 6.39 1.75 13,943.84
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 4.01 19.92 14.60 1.72 13,546.14
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 9.82 16.58 4.78 1.73 12,051.94
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 10.70 20.13 11.16 1.79 11,599.86

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Bajaj Finance Limited

  • Axis Bank Limited

  • Sun Pharmaceutical Industries Limited

  • KEI Industries Limited

  • DLF Limited

  • Hindustan Unilever Limited

  • Treps

  • Tata Consultancy Services Limited

  • SBI Life Insurance Company Limited

  • SBI Cards & Payment Services Limited

  • Tata Motors Limited

  • INOX Leisure Limited

  • ACC Limited

  • Maruti Suzuki India Limited

  • Dixon Technologies (India) Limited

  • Titan Company Limited

  • Motherson Sumi Wiring India Limited

  • PI Industries Litmited

  • Amber Enterprises India Limited

  • Phoenix Mills Limited

  • TVS Motor Company Limited

  • Prudent Corporate Advisory Services Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Gland Pharma Limited

  • Rainbow Children's Medicare Ltd.

  • Sona BLW Precision Forgings Limited

  • SRF Limited

  • Rategain Travel Technologies Ltd.

  • Kajaria Ceramics Limited

  • PNC Infratech Limited

  • AU Small Finance Bank Limited

  • Godrej Consumer Products Limited

  • Laurus Labs Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Finance - NBFC

  • Construction - Real Estate

  • Bank - Public

  • Household & Personal Products

  • Cable

  • Insurance

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Film Production, Distribution & Entertainment

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Hospital & Healthcare Services

  • Diversified

  • Auto Ancillary

  • Ceramics/Marble/Granite/Sanitaryware

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About HSBC Tax Saver Equity Fund

Scheme Analysis

HSBC Tax Saver Equity Fund is a Equity - ELSS fund and belongs to HSBC Mutual Fund. It was launched on 05-Jan-2007 and currently has an AUM of ₹194.82 crore. HSBC Tax Saver Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HSBC Tax Saver Equity Fund ended down ₹-0.22(-0.37%)yesterday to ₹58.5533.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The HSBC Tax Saver Equity Fund is managed by Gautam Bhupal and Cheenu Gupta.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033