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HSBC Tax Saver Equity Fund

HSBC Tax Saver Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.72

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,515 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

  • ₹ 59.071

    as on 01 Dec 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 ₹ 59.071 as on 01 Dec 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 3.87% 8.08% 18.30% 17.83% 42.07% 38.37% 22.64% 20.85% 26.40% 28.67% 41.96% 32.08% 24.41%
Category Average 2.09% 4.93% 12.95% 7.59% 21.88% 17.44% 11.42% 14.70% 15.76% 14.74% 21.48% 16.48% 14.61%
HSBC Tax Saver Equity Fund 3.02%₹ 10,301 4.88%₹ 10,488 13.20%₹ 11,320 6.73%₹ 10,672 13.96%₹ 12,888 20.85%₹ 14,604 14.14%₹ 27,619 15.72%₹ 15,515 20.42%₹ 48,556 9.28%₹ 15,585 15.08%₹ 87,524 13.62%₹ 35,881 13.34%₹ 2,40,781
DSP Tax Saver Fund 2.72%₹ 10,271 5.85%₹ 10,585 13.15%₹ 11,315 8.71%₹ 10,870 16.32%₹ 13,035 24.08%₹ 15,395 15.58%₹ 27,998 18.74%₹ 16,764 23.15%₹ 50,425 13.22%₹ 18,611 18.42%₹ 94,975 16.59%₹ 46,454 16.43%₹ 2,84,200
Mirae Asset Tax Saver Fund 3.87%₹ 10,386 5.34%₹ 10,533 11.70%₹ 11,170 5.59%₹ 10,558 13.93%₹ 12,886 21.73%₹ 14,818 13.79%₹ 27,528 19.72%₹ 17,183 22.66%₹ 50,082 14.88%₹ 20,019 19.00%₹ 96,326 - -
Quant Tax Plan 2.42%₹ 10,241 7.80%₹ 10,780 18.30%₹ 11,829 16.10%₹ 11,610 26.23%₹ 13,642 42.07%₹ 20,183 28.67%₹ 31,526 38.37%₹ 26,564 41.96%₹ 64,643 22.64%₹ 27,757 32.08%₹ 1,31,763 20.85%₹ 66,531 24.41%₹ 4,37,438
BOI AXA Tax Advantage Fund 1.65%₹ 10,164 5.42%₹ 10,542 15.48%₹ 11,547 4.55%₹ 10,455 15.35%₹ 12,975 23.07%₹ 15,146 14.85%₹ 27,806 24.07%₹ 19,133 23.81%₹ 50,882 13.68%₹ 18,993 20.13%₹ 99,029 16.17%₹ 44,825 16.92%₹ 2,91,762
Canara Robeco Equity Tax Saver Fund 1.88%₹ 10,188 4.06%₹ 10,406 14.00%₹ 11,400 6.03%₹ 10,602 14.59%₹ 12,927 22.41%₹ 14,984 14.30%₹ 27,661 21.74%₹ 18,069 22.47%₹ 49,953 16.19%₹ 21,189 19.33%₹ 97,118 15.28%₹ 41,512 16.24%₹ 2,81,186

Portfolio Holdings

Portfolio holdings pattern of HSBC Tax Saver Equity Fund as on 02 Dec 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%