GB
Gautam BhupalFund Manager Since 16 Jul 2019
EquityELSS (Tax Savings)
HSBC Tax Saver Equity Fund Direct Growth
3Y Annualised
18.72%
0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.99%
0.51% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹210.48 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
15th
HSBC Tax Saver Equity Fund Direct Growth
4.99%
Fund Managers
About HSBC Tax Saver Equity Fund Direct Growth
HSBC Tax Saver Equity Fund Direct Growth is a Equity mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HSBC Tax Saver Equity Fund Direct Growth has ₹210.48 Cr worth of assets under management (AUM) as of Wed Apr 23 2025. The latest Net Asset Value (NAV) of HSBC Tax Saver Equity Fund Direct Growth as of Wed Apr 23 2025 is ₹100.783. The fund has an expense ratio of 1.59%, which is medium comparable to most other Equity funds.
HSBC Tax Saver Equity Fund Direct Growth returns for the last 1 year are 17.12%. Since launch, it has delivered 15.52% average annual returns.
The HSBC Tax Saver Equity Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Energy, Consumer Cyclical, Communication Services sectors.
Top 5 Holdings of HSBC Tax Saver Equity Fund Direct Growth.
- ICICI Bank Ltd: 7.14%
- Infosys Ltd: 6.58%
- HDFC Bank Ltd: 5.71%
- Dixon Technologies (India) Ltd: 4.70%
- Multi Commodity Exchange of India Ltd: 4.39%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Tax Saver Equity Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of HSBC Tax Saver Equity Fund Direct Growth?
What are the average returns of HSBC Tax Saver Equity Fund Direct Growth?
How do I invest in HSBC Tax Saver Equity Fund Direct Growth?
What is the expense ratio of HSBC Tax Saver Equity Fund Direct Growth?
What are net assets under management (AUM) of HSBC Tax Saver Equity Fund Direct Growth?
What is the PE and PB ratio of HSBC Tax Saver Equity Fund Direct Growth?
What are the top 5 holdings of HSBC Tax Saver Equity Fund Direct Growth?
What are the top 3 sectors that HSBC Tax Saver Equity Fund Direct Growth has invested in?
Who is the manager of HSBC Tax Saver Equity Fund Direct Growth?
What is the exit load of HSBC Tax Saver Equity Fund Direct Growth?
How to Redeem HSBC Tax Saver Equity Fund Direct Growth?
Can I invest in SIP and a Lump Sum of HSBC Tax Saver Equity Fund Direct Growth?
