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HSBC Tax Saver Equity Fund

HSBC Tax Saver Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.99

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,317 today.

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NAV Performance

HSBC Tax Saver Equity Fund performance graph for last 3 years
Performance of HSBC Tax Saver Equity Fund for last 3 Years

Fund Information

  • ₹ 49.024

    as on 23 Jun 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 194 Cr.

    as on 31 Dec 2021
  • 2.49%

  • 05 Jan 2007

  • Equity - ELSS

  • Nifty 500 TRI

  • HSBC Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

HSBC Tax Saver Equity Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Jan 2007. This fund is offered by one of the top AMC (Assets Management Company) HSBC Mutual Fund. You can also view here all other Equity funds offered by HSBC Mutual Fund.

Latest NAV of the fund is ₹ 49.024 as on 23 Jun 2022.

This fund has 15 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.49%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

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

List of Fund Managers of HSBC Tax Saver Equity Fund

  • About Gautam Bhupal

    Picture of Gautam BhupalMr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons) Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -2.48% -4.76% -3.95% 17.83% 45.68% 28.58% 18.63% 18.77% -5.68% 22.59% 32.64% 24.56% 21.06%
Category Average -3.88% -9.62% -11.02% -1.46% 23.62% 11.56% 9.25% 14.32% -16.16% 7.35% 13.05% 10.71% 12.46%
HSBC Tax Saver Equity Fund -3.93%₹ 9,606 -11.08%₹ 8,891 -12.41%₹ 8,758 -0.80%₹ 9,920 -17.17%₹ 10,856 22.69%₹ 15,053 6.86%₹ 25,733 9.99%₹ 13,317 11.86%₹ 42,985 6.81%₹ 13,903 9.13%₹ 75,518 13.51%₹ 35,537 11.11%₹ 2,13,699
DSP Tax Saver Fund -4.15%₹ 9,584 -9.37%₹ 9,062 -9.39%₹ 9,061 -1.87%₹ 9,812 -15.88%₹ 10,945 25.36%₹ 15,714 9.60%₹ 26,437 13.77%₹ 14,739 15.22%₹ 45,114 11.21%₹ 17,017 12.95%₹ 83,021 16.47%₹ 45,976 14.42%₹ 2,55,030
Mirae Asset Tax Saver Fund -3.92%₹ 9,608 -9.14%₹ 9,086 -10.90%₹ 8,910 -1.75%₹ 9,825 -15.85%₹ 10,947 27.22%₹ 16,185 9.04%₹ 26,292 15.31%₹ 15,351 16.29%₹ 45,806 13.52%₹ 18,860 14.52%₹ 86,304 - -
Quant Tax Plan -7.72%₹ 9,228 -8.89%₹ 9,110 -9.56%₹ 9,043 2.59%₹ 10,258 -12.17%₹ 11,196 45.68%₹ 21,223 22.59%₹ 29,867 28.58%₹ 21,300 32.64%₹ 57,306 18.63%₹ 23,510 24.56%₹ 1,10,193 18.77%₹ 55,919 21.06%₹ 3,64,764
BOI AXA Tax Advantage Fund -3.94%₹ 9,605 -12.60%₹ 8,740 -16.11%₹ 8,389 -4.24%₹ 9,576 -21.74%₹ 10,540 26.81%₹ 16,080 6.45%₹ 25,627 18.33%₹ 16,593 15.82%₹ 45,502 13.03%₹ 18,456 13.95%₹ 85,094 15.32%₹ 41,634 14.32%₹ 2,53,606
Canara Robeco Equity Tax Saver Fund -3.35%₹ 9,664 -9.70%₹ 9,029 -12.96%₹ 8,703 -2.05%₹ 9,795 -17.30%₹ 10,848 26.09%₹ 15,898 7.56%₹ 25,912 15.00%₹ 15,224 15.20%₹ 45,102 13.27%₹ 18,655 14.26%₹ 85,749 14.63%₹ 39,218 13.98%₹ 2,49,116

Portfolio Holdings

Portfolio holdings pattern of HSBC Tax Saver Equity Fund as on 25 Jun 2022 are listed below:

  • Equity Holdings:

    98.36%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.64%

Top Sector Holdings of HSBC Tax Saver Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.02% ₹ 50.10 Cr.
Computers - Software 16.24% ₹ 32.54 Cr.
Engineering, designing, construction 6.01% ₹ 12.04 Cr.
Pharmaceuticals 5.69% ₹ 11.41 Cr.
NBFC 4.88% ₹ 9.77 Cr.
Others 42.16% -

Top Stock Holdings of HSBC Tax Saver Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.73% ₹ 19.49 Cr.
ICICI Bank Ltd. 9.24% ₹ 18.50 Cr.
HDFC Bank Ltd. 7.39% ₹ 14.79 Cr.
Bajaj Finance Ltd. 4.88% ₹ 9.77 Cr.
Larsen & Toubro Ltd. 4.73% ₹ 9.48 Cr.
Others 64.03% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.31%
TREPS 0.65%
Net Receivables -0.32%