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HSBC Tax Saver Equity Fund

HSBC Tax Saver Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.00

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,322 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

  • ₹ 49.237

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 166 Cr.

    as on 10 Jun 2021
  • 2.48%

    since 31 Dec 2020
  • 05 Jan 2007

  • Tax Saver - ELSS

  • S&P BSE 200 TRI

  • HSBC mutual fund

    Show All Funds

Highlights of this fund

HSBC Tax Saver Equity Fund is an Open-ended Tax Saver 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 Tax Saver funds offered by HSBC mutual fund.

Latest NAV of the fund is ₹ 49.237 as on 10 Jun 2021.

This fund has 14 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.48%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 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 Moderately 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 8.44% 22.18% 44.03% 122.19% 41.42% 28.15% 23.06% 18.12% 110.33% 70.88% 47.34% 29.86% 22.59%
Category Average 6.41% 6.97% 21.79% 61.25% 17.91% 12.73% 14.62% 13.94% 56.36% 34.64% 23.63% 16.31% 15.52%
HSBC Tax Saver Equity Fund 7.23%₹ 10,723 5.25%₹ 10,524 18.58%₹ 11,858 57.29%₹ 15,728 50.29%₹ 15,051 14.66%₹ 13,151 30.22%₹ 31,952 10.00%₹ 13,322 20.53%₹ 48,634 12.46%₹ 17,995 13.51%₹ 84,199 13.24%₹ 34,698 13.91%₹ 2,48,220
Quant Tax Plan 4.71%₹ 10,471 22.18%₹ 12,217 44.03%₹ 14,403 122.19%₹ 22,218 110.33%₹ 18,339 41.42%₹ 20,057 70.88%₹ 43,955 28.15%₹ 21,072 47.34%₹ 69,172 23.06%₹ 28,242 29.86%₹ 1,25,053 15.24%₹ 41,357 22.59%₹ 3,96,192
Canara Robeco Equity Tax Saver Fund 6.32%₹ 10,632 6.62%₹ 10,661 23.56%₹ 12,356 66.72%₹ 16,671 58.37%₹ 15,511 23.39%₹ 15,233 39.84%₹ 34,656 19.56%₹ 17,115 29.07%₹ 54,654 18.02%₹ 22,906 21.17%₹ 1,01,555 14.85%₹ 39,961 16.96%₹ 2,92,416
Mirae Asset Tax Saver Fund 6.24%₹ 10,623 7.05%₹ 10,704 23.79%₹ 12,378 71.79%₹ 17,179 63.21%₹ 15,784 24.19%₹ 15,432 41.70%₹ 35,188 19.40%₹ 17,047 29.93%₹ 55,292 21.39%₹ 26,374 22.11%₹ 1,03,872 - -
DSP Tax Saver Fund 6.67%₹ 10,666 10.23%₹ 11,022 27.19%₹ 12,719 67.63%₹ 16,763 67.37%₹ 16,016 22.05%₹ 14,904 39.87%₹ 34,664 17.00%₹ 16,035 28.22%₹ 54,037 16.91%₹ 21,852 19.06%₹ 96,470 15.95%₹ 43,984 17.85%₹ 3,06,806
BOI AXA Tax Advantage Fund 7.28%₹ 10,728 10.53%₹ 11,053 26.21%₹ 12,621 73.88%₹ 17,387 67.08%₹ 16,000 30.81%₹ 17,124 46.00%₹ 36,429 16.79%₹ 15,951 32.97%₹ 57,561 19.07%₹ 23,944 22.19%₹ 1,04,071 14.99%₹ 40,449 17.82%₹ 3,06,290

Portfolio Holdings

Portfolio holdings pattern of HSBC Tax Saver Equity Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    98.96%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.04%

Top Sector Holdings of HSBC Tax Saver Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 28.02% ₹ 47.49 Cr.
Computers - software 12.67% ₹ 21.48 Cr.
Pharmaceuticals 7.26% ₹ 12.30 Cr.
Passenger/utility vehicles 5.54% ₹ 9.38 Cr.
Refineries/marketing 4.73% ₹ 8.01 Cr.
Others 41.78% -

Top Stock Holdings of HSBC Tax Saver Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.10% ₹ 15.43 Cr.
Infosys Ltd. 9.06% ₹ 15.36 Cr.
HDFC Bank Ltd. 8.99% ₹ 15.24 Cr.
Reliance Industries Ltd. 4.73% ₹ 8.01 Cr.
Hindustan Unilever Ltd. 4.65% ₹ 7.89 Cr.
Others 63.47% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 0.63%
TREPS 0.51%
Net Receivables -0.10%