HSBC Tax Saver Equity Fund - Growth - Regular Plan

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  • (-1.02%)Nav, as on 26-03-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 3.22 -11.01 13.70 15.73 26.02 12.44
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 13.70 15.73 26.02 2.46 210.48
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 9.75 10.30 19.40 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 12.11 24.22 32.74 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.13 14.17 27.79 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 18.42 18.78 30.01 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.16 22.30 31.45 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • ICICI Bank Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Dixon Technologies (India) Limited

  • Multi Commodity Exchange of India Limited

  • Reliance Industries Limited

  • Amber Enterprises India Limited

  • Bharti Airtel Limited

  • PB Fintech Limited

  • State Bank of India

  • Axis Bank Limited

  • TVS Motor Company Limited

  • KEI Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Rainbow Children''s Medicare Limited

  • Titan Company Limited

  • BSE Limited

  • Prudent Corporate Advisory Services Limited

  • Larsen & Toubro Limited

  • Lupin Limited

  • Treps

  • Wockhardt Limited

  • Phoenix Mills Limited (Kotak Group Entity)

  • Poly Medicure Limited

  • Epigral Limited

  • Kalyan Jewellers India Limited

  • Rategain Travel Technologies Limited

  • Radico Khaitan Limited

  • DLF Limited

  • Mangalore Chemicals & Fertilizers Limited

  • KEC International Limited

  • Gujarat Fluorochemicals Limited

  • Gokaldas Exports Limited

  • Indo Count Industries Limited

  • PVR INOX Limited

  • Godrej Consumer Products Limited

  • Entero Healthcare Solutions Limited

  • Kirloskar Pneumatic Co Limited

  • Rec Limited

  • Motherson Sumi Wiring India Limited

  • CCL Products (India) Limited

  • Kajaria Ceramics Limited

  • KPIT Technologies Limited

  • Global Health Limited

  • PNC Infratech Limited

  • Bharat Electronics Limited

  • Bharti Airtel Limited Partly Paid

  • Asian Paints Limited

  • Vijaya Diagnostic Centre Limited

  • Kotak Mahindra Bank Limited

  • GE Vernova T&D India Limited

  • Sterling and Wilson Renewable Energy Limited

  • Ganesha Ecosphere Limited

  • Laxmi Dental Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Finance - Stock Broking

  • Refineries

  • Finance - Others

  • Engineering - Construction

  • Air Conditioners

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Hospital & Healthcare Services

  • Fintech

  • Construction - Real Estate

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Cable

  • Chemicals

  • Textile

  • Medical Equipment/Supplies/Accessories

  • Miscellaneous

  • Breweries & Distilleries

  • Fertilizers

  • Film Production, Distribution & Entertainment

  • Household & Personal Products

  • Trading

  • Compressors / Pumps

  • Finance Term Lending

  • Steel & Iron Products

  • Tea/Coffee

  • Ceramics/Marble/Granite/Sanitaryware

  • Defence

  • Paints

  • Electric Equipment

  • Textile - Manmade Fibres

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  • Cash

  • Equity

  • Rights

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 ₹210.48 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 ₹-0.87(-1.02%)yesterday to ₹83.9641.

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 .

Fund House Contact

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

+91 (22) 66145000
+91 (22) 49146033